When to create the report
We recommend reviewing this report monthly.
How to create the report
- From the SalonBiz/SpaBiz menu bar, click on the Reports icon.
- Click on the Open button.
- Select Sales Tickets in the Reports Sub-Category field.
- Select the Discount Summary report.
- Enter the date range.
What it tells you
The report is separated into 4 areas:
- Ticket Line Discounts - discounts to individual line items on a ticket
- Ticket Line Discounts by Category - groups line discounts by the discount category you assigned them to
- Entire Ticket Discounts - discounts that were applied to the entire transaction - all items on a ticket
- Entire Ticket Discounts by Category - groups entire ticket discounts by the discount category you assigned them to
Ticket Line Discounts
- Discount - discount name
- Category - the discount category you assigned to the discount
- Number of Tickets - the quantity of tickets that were discounted
- Discount Quantity - the number of line items that were discounted
- Amount - the dollar value of the discount
Entire Ticket Discounts
- Discount - discount name
- Category - the discount category you assigned to the discount
- Number of Tickets - the quantity of tickets that were discounted
- Discounted Items - the number of items that were discounted
- Amount - the dollar value of the discount
How it's used
This report is used for measuring discounts. Since promotions are typically facilitated as discounts, you can measure the quantity and cost of each promotion.
This report also provides you with a total discount amount for your financial records.