Report Information
The Combo Sales & Discounts report gives you a clear overview of your discounts and promotions in action. But it goes beyond just a summary; you can explore the details of each discount, see which products are currently being reduced, and review transactions that include specific promotions. It’s a straightforward way to track and understand how discounts are impacting your sales.
Access the Combo Sales & Discounts report via: Reports & Analysis > Sales > Combo Sales & Discounts.
The output of the report can very depending on the selected report filter options.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
Select Sites | Select which sites and/or site groups to include in the report. |
Date Range | Select which date range to include discount information for. |
Combo | Select which discount(s) to include. If left blank, all combos will be included. |
View Type | Select whether to view the report as:
|
Detail Option | Select whether see the detail in level two of the report as either:
|
Group By |
Select whether to group combos and discounts together in the report based on Super Group, Master Group, Product Group or have a Consolidated output. Combos and discounts are then grouped based on the group hierarchy that the combo reporting PLU is assigned to. |
Include Detail In Export | Select this if you wish to include the data shown in the expanded level(s) within report exports. If not selected, only level 1 data is included in exports. |
The report output depends on the selected Detail Type filter option:
Report Output [Detail Option: Transaction]
Level 1 - Combo Summary
When report filter Detail Option "Transaction" is selected, the first level of the report summarises which discounts and combos have been used, split into sections based on the View Type and Group By filter options selected.
Additional Information On This View
Tax Inclusive Reporting (E.g. UK)
For companies using the Tax Inclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
PLU | Displays the PLU of the discount reporting product. |
Product | Displays the name of the discount reporting product. |
Quantity | Displays the number of times that the discount was applied. |
RRP | Displays the gross sale value of products impacted by the discount, before the discount was applied. |
Gross | Displays the total gross sale value of products sold that were associated with the discount. |
Net | Displays the total net sale value of products sold that were associated with the discount. |
Tax | Displays the tax value of products sold that were associated with the discount. |
Total Discount | Displays the total gross discount value for the discount shown. |
Tax Exclusive Reporting (E.g. USA)
For companies using the Tax Exclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
PLU | Displays the PLU of the discount reporting product. |
Product | Displays the name of the discount reporting product. |
Quantity | Displays the number of times that the discount was applied. |
Gross | Displays the net sale value of products impacted by the discount, before the discount was applied. |
Total | Displays the total sale value of products sold that were associated with the discount. |
Net | Displays the total net sale value of products sold that were associated with the discount. |
Tax | Displays the tax value of products sold that were associated with the discount. |
Total Discount | Displays the total net discount value for the discount shown. |
Level 2 - Transaction List
When report filter Detail Option "Transaction" is selected, the second level of the report is a summary of transactions containing the selected discount or promotion. Individual transactions can be selected to view full transaction details.
Additional Information On This View
Tax Inclusive Reporting (e.g. UK)
For companies using the Tax Inclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
Transaction ID | Displays the ID of the transaction. |
Transaction Date | Displays the date and time when the transaction was closed. |
Clerk Name | Displays the team member that closed the transaction. |
RRP | Displays the gross sale value of products before any discount was applied. |
Gross | Displays the total gross sale value of products after discount was applied. |
Net | Displays the total net sale value of products after discount was applied. |
Tax | Displays the tax value of products sold. |
Total Discount | Displays the total gross discount value for the transaction. |
Note that, by default, only 10 transactions are shown per page. You can increase this to 25, 50 or 100 if required, or you can navigate the pages towards the bottom right corner. To help locate transactions, you can click on the column headers in level 2 to change the order of transactions shown, or you can enter a search term in the top right corner
Tax Inclusive Reporting (e.g. USA)
For companies using the Tax Exclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
Transaction ID | Displays the ID of the transaction. |
Transaction Date | Displays the date and time when the transaction was closed. |
Clerk Name | Displays the team member that closed the transaction. |
Gross | Displays the net sale value of the transaction before any discount was applied. |
Total | Displays the total sale value of the transaction. |
Net | Displays the total net sale value of the transaction. |
Tax | Displays the tax value of products sold. |
Total Discount | Displays the total net discount value for the transaction. |
Note that, by default, only 10 transactions are shown per page. You can increase this to 25, 50 or 100 if required, or you can navigate the pages towards the bottom right corner. To help locate transactions, you can click on the column headers in level 2 to change the order of transactions shown, or you can enter a search term in the top right corner
Report Output [Detail Option: Product]
Level 1 - Discount Summary
When report filter Detail Option "Product" is selected, the first level of the report summarises which discounts and combos have been used, split into sections based on the View Type and Group By filter options selected.
Additional Information On This View
Tax Inclusive Reporting (E.g. UK)
For companies using the Tax Inclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
PLU | Displays the PLU of the discount reporting product. |
Product | Displays the name of the discount reporting product. |
Quantity | Displays the number of times that the discount was applied. |
RRP | Displays the gross sale value of products impacted by the discount, before the discount was applied. |
Gross | Displays the total gross sale value of products sold that were associated with the discount. |
Net | Displays the total net sale value of products sold that were associated with the discount. |
Tax | Displays the tax value of products sold that were associated with the discount. |
Total Discount | Displays the total gross discount value for the discount shown. |
Tax Exclusive Reporting (E.g. USA)
For companies using the Tax Exclusive Reporting Profile, this view of the report is shown as per the image below.
The table below summarises the data shown in each column of this report view.
PLU | Displays the PLU of the discount reporting product. |
Product | Displays the name of the discount reporting product. |
Quantity | Displays the number of times that the discount was applied. |
Gross | Displays the net sale value of products impacted by the discount, before the discount was applied. |
Total | Displays the total sale value of products sold that were associated with the discount. |
Net | Displays the total net sale value of products sold that were associated with the discount. |
Tax | Displays the tax value of products sold that were associated with the discount. |
Total Discount | Displays the total net discount value for the discount shown. |
Level 2 - Discounted Products
When report filter Detail Option "Product" is selected, the second level of the report displays the same information as per Level 1, but breaks this down into showing overall product totals for each product impacted by the selected discount or promotion.
Additional Information On This View
Tax Inclusive Reporting (E.g. UK)
Columns within this level of the report are the same as those in Level 1.
Tax Exclusive Reporting (E.g. USA)
Columns within this level of the report are the same as those in Level 1.
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