Sales by Discount Report

Track discount usage with the Sales by Discount report. See how often each discount is used, view the total amount discounted, and observe the impact discounts have on margins and profit.

Discounts deduct a dollar amount or percentages from sales at the register. Visit the Discounts article to learn how to set up your own preset named discounts.

Table of Contents

Run the Report

From BackOffice, run the Sales by Discount report for an overview of your store’s discount usage during a specific date range.

  1. Click 'Analytics' and select 'Discounts'.
  2. Click the Date icon to choose a preset or custom range, then click 'Retrieve'.
    Click to Enlarge

Read the Report

The Sales by Discount report can help you see which discounts are most popular and which cost you the most revenue. Learn to read this report so you can master its data and make more informed business decisions.

Bar Charts

The bar charts show top 10 discounts by Sales Count & total amount discounted for the selected date range.

Click to Enlarge

The term Other is a combination of all discounts outside the top 10.

  1. Hover over or tap on a bar to see the count/amount and percent of total for that discount.
    Click to Enlarge

Table View

The Table View provides more specific details about each discount for the selected date range. The first row, Totals, gives the total for each column.

Click to Enlarge

The following table columns display by default:.

Sales Count | Number of sales in which the discount was used.

Net Discount % | Percentage of the Sales Amount minus Returns Amount that the discount deducted.

Net Discounts | Total discount amount applied to sales minus total discount amount applied to returns.

The following columns are hidden, but can be enabled using the filter tool:

Sales Amount | Subtotal of all sales where the discount was applied.

Returns Amount | Subtotal of all returns where the discount was applied.

Net Sales | Sales Amount minus Returns Amount minus Net Discounts.

Costs | Total business cost of sold items affected by the discount minus the cost of returned items.
By default, Cost is calculated using the weighted average cost at the time of sale for each item.
To use last cost, follow the steps here to disable the weighted average cost feature.

Gross Margin | Percentage of Net Sales left after accounting for cost.

Gross Profit | Net Sales minus Costs.

  1. Click any header with arrows to sort the table ascending. Click again to sort descending.
    Click to Enlarge

Filter the Report

Use the filter tool to hide discounts you don’t want to see or to enable additional table columns.

  1. Click 'Filter'.
    Click to Enlarge
  2. To hide a discount, search uncheck its box.

    To show the discount again, re-check the box.
    Discount filters apply to the Bar Charts, Table View, Export, and Print View.

    Click to Enlarge
  3. To show a table column, click 'Show/Hide Columns' and check each box.

    To hide a column, uncheck its box.
    Column filters apply to the Table View and Print View.

    Click to Enlarge

Export the Report

Download a copy of your Sales by Discount report to analyze and filter the data using spreadsheet software.

  1. On the Table View, click 'Export'.
    Click to Enlarge
  2. Wait for the export to be generated. Check the box to be notified by email when exports are ready for download (optional).

    Exports ready in a few seconds will automatically download to your computer. Click ‘Close’ to close the message box.

    Click to Enlarge

    Exports that take more than a few seconds to generate are downloadable via the Export Center when ready. Click ‘OK’ to close the message box.

    Click to Enlarge
  3. After downloading, the export is ready to open in any spreadsheet software.
    Click to Enlarge

Use the Print feature to generate the report in a printer-friendly format that can be printed or saved.

  1. Click 'Print'.
    Click to Enlarge
  2. Wait for the report to open in a new browser tab.
    Click to Enlarge
  3. Click 'File' on the web browser’s menu and select 'Print'.

    You can also choose to save the print view as a PDF for easy sharing.

  • Help us improve ShopKeep Support. Was this article helpful?
  • YES   NO