RE: Report showing customer discount earned for specific time frame

Hello! I am looking to create a report by customer showing what the amount of discount they’ve earned during a specific time frame. What is the best way to go about this? Any help is MUCH appreciated!!!

SunniTiff Rookie Asked on January 11, 2022 in Accounting.
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2 Answers

If you are using discount codes on sales orders, you can get this amount via the field “Amount Discount”, nested under Transaction Fields…

Create a Customer saved search with the criteria Transaction… Type = Sales Order and Transaction… Date = whatever date range you want.

Under Results:

Field: Name (Group)

Field: Transaction… Amount Discount (Sum)

If these customers get their discounts by a custom pricing level, (found on each line item of order) you would need to go about a different method.

Rookie Answered on January 11, 2022.
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