Tracking transactions with employee discounts

If your store offers employee discounts, you will want to generate reports that track discounted employee transactions to ensure employees are using their discounts appropriately.

1.

Click Reports.

2.

Click Active Reports.

3.

Expand Standard.

4.

Expand Sales.

5.

Click the Detailed Sales Report.

6.

Build filters to control what data is included in the report:

• Field: Select the type of data you want to filter on, e.g., Discount Reason Code.

• Operator: Select a filter operator, e.g., LIKE.

• Value: Select an appropriate value, e.g., Employee Discount.

Note: The values change depending on the Field you select.

• AND: Select AND if you only want to the report to contain data where both filters are true.

• OR: Select OR if want the report to contain data where either of the filters are true.

7.

Click Add to add each filter to the report query.

8.

Click OK. The Detailed Sales Report Displays.

9.

Do the following as required:

• Click Export to Excel to export the report to Excel;

• Click Export to PDF to export the report to PDF; or

• Click Print to print the report.