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!!!

Rookie Asked on January 11, 2022 in Accounting.
Add Comment
2 Answer(s)

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.
Add Comment

Thank you so much!

Rookie Answered on January 11, 2022.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.
  • This site made possible by our sponsors:   Tipalti   Celigo   Limebox   Become a Sponsor   Become a Sponsor