Operation report
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View and manage Discount Report
Learn how to generate a Discount Report on the Merchant Portal.
The Discount Report provides a summary of discount transactions processed over a specified period. The report can be customized to display either order or item level discounts, providing granular insights into the impact of discounts to your sales. This flexibility allows you to analyze the effectiveness of different discount strategies and make data-driven decisions to optimize your pricing and promotional activities.
In this article, you’ll learn how to generate, print, and export a Discount Report.
View Discount Report
To view your Discount Report, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Under "Sales," click on Discount Report.
- Select the date range that you wish to include in the report.
- You can filter your search further by clicking on Advanced Filtering. Then, enter the information in the following filter options:
- Time Period
- Service Type
- Patron Size
- Discount Coupon
- Preset Discount Reason
- Coupon Type
- Click on Submit to retrieve the records.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Click on Operation. Then, select Discount Report.
- Select the date range that you wish to include in the report.
- You can filter your search further by entering the information in the following filter options:
- Specific Period
- Time Period
- Dining Type
- Party Size
- Discount Coupon
- Preset Discount Reason
- Coupon Type
- Next to "Date Format," select the format of how information appears on the report. You can select from the following:
-
Default Format - Indicates the discount value per order.
-
Item Level Format - Indicates the discount value per item.
-
Default Format - Indicates the discount value per order.
- Click on Submit to retrieve the records.
Print Discount Report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To print a Discount Report, from the Report Result, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To print a Discount Report, click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Discount Report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To export a Discount Report, click on Export. An Excel file of the report gets downloaded to your computer. Open the file to view your exported report.
