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ejm999
Level 2

Reporting Discounts to Customers

I'm trying to get a report that shows the discounts that have been given to customers.  I can't seem to find any report that does this, nor can I find discounts in the customization fields in the reports that I have looked at.  The discounts must be stored somewhere!  How can I get a report on them?

1 Comment 1
KlentB
Moderator

Reporting Discounts to Customers

I can help you with that, ejm999.

 

We can pull up the Sales by Customer Detail report to show all your sales grouped by customer. Then, set your discount account as the Distribution Account to view the rebates/discount  you've given to your customers.

 

Here's how to do it:

 

  1. Select Reports from the sidebar menu.
  2. Enter "Sales by Customer Detail" in the search bar.
  3. Click the Customize button.
  4. Set the appropriate reporting date.
  5. Under Filters, select the discount account from the Distribution Accounts drop-down menu.
  6. Click Run report.

I encourage memorizing this report to save it's current customization settings.

 

We can also go to your Chart of Accounts and search for your discount account. Then, select Run report under the Action column.

 

In case you'll need to get awesome insights about your business, you can pull up these popular custom reports.

 

If I can be of any additional assistance, please don't hesitate to insert a comment below. Have a pleasant day ahead.

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