RE: Saved Search that shows margin post discount

Hi everyone!

I am attempting to pull all transactions which have had a discount applied and show the resulting margin (gross profit%) both before discount and after discount.

I think it would need to show the total transaction amount before and after the discount in order to calculate the reduction in margin but I am certainly open to other ideas.

I am not sure how to get all of this in one report/search or even if it is possible.

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2 Answers

The challenge is that the item being discounted is on one line and the price adjustment (discount) is on the following line of the invoice.  Is there a way to combine the two lines of information and calculate the new margin?

Rookie Answered on May 20, 2020.
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