The Advanced Discount Report gives you a detailed breakdown of every discount type used in your salon over a given period. You can see the total number of times each discount was applied and the total dollar value, and filter by operator or the staff member who applied the discount.
How to Access
Navigate to Reporting from the main menu, then select Advanced Discount Report from the report list.
Filters
| Filter | Description |
|---|---|
| From / To | Set the date range for the report. |
| Operator | Filter by the operator (staff member) whose appointments received the discount. |
| Applied By | Filter by the user account that actually applied the discount. This is useful for salons where a manager applies discounts on behalf of other staff. |
Report Columns
| Column | Description |
|---|---|
| Discount Type | The name of the discount (e.g. "10% Discount", "Custom Discount", "Friends & Family"). |
| Total | The number of times this discount type was applied during the selected period. |
| Value | The total dollar value of all applications of this discount type. |
A Total row at the bottom shows the combined count and value across all discount types.
Available Actions
| Item | Description |
|---|---|
| Export as CSV | Download the report as a spreadsheet. |
| Print the report. |
How to Use
- Navigate to Reporting and select Advanced Discount Report.
- Set the From and To dates.
- Optionally filter by Operator to see discounts for a specific staff member's appointments, or by Applied By to see who authorised the discounts.
- Click Go to generate the report.
- Review the breakdown of each discount type, including how many times it was used and its total value.
Operator vs Applied By
The Operator filter shows discounts based on which staff member performed the service. The Applied By filter shows discounts based on which user account applied the discount in the system. These are often the same person, but in salons where a manager handles discounting, they will differ.
Example Scenario
You want to check how much discounting your salon has done this month. Set the date range to the current month and leave all filters on All. The report shows that your "10% Discount" was applied 45 times for a total of $1,250. You then filter by Applied By to see which staff members are applying the most discounts, helping you identify whether additional training or tighter discount policies are needed.
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If you have any questions, please send them to us via the Submit a Request option.