Understanding the Discount Report in NX
The Discount Report in NX provides a detailed breakdown of all discounts applied to menu items during a given date range. This report helps managers and owners monitor discount usage, verify approvals, and identify patterns that may need review.
📘 Purpose of the Report
The Discount Report allows you to:
- See every item that received a discount.
- Identify which employees applied and approved each discount.
- Track discount totals by discount type (e.g., $10 Coupon, Employee 50%).
- Audit and verify that discounts are being used appropriately.
🧾 Report Layout
Each report is divided into sections by discount type, such as:
- $10 COUPON
- $30 COUPON
- First Responder 25%
- Employee 50%
- Friends & Family 10%
- Guest Relations 100%
Each section shows all items that were discounted using that specific promotion or discount rule.
🗂️ Columns Explained
| Column | Description |
|---|---|
| Item | The name of the menu item that received the discount. |
| Date/Time | When the order was placed or the discount applied. |
| Order # | The NX order number associated with the discounted item. |
| Qty | The quantity of the discounted item. |
| $ | The total dollar value of the discount for that line item. |
| Employee | The employee who applied the discount. |
| Approved by | The manager or employee who authorized the discount. |
At the end of each discount section, the Totals row shows the total dollar amount discounted under that promotion type.
🔍 Example
$10 COUPON
| Item | Date/Time | Order # | Qty | $ | Employee | Approved By |
|---|---|---|---|---|---|---|
| Cheese Dip Cup | 10/12/2025 2:27 PM | 1679 | 1 | $1.67 | Travis M. | John A. |
| Margarita 18oz | 10/12/2025 2:27 PM | 1679 | 1 | $1.66 | Travis M. | John A. |
| … | … | … | … | … | … | … |
| Totals | $30.00 |
In this example, several items received portions of a $10 coupon promotion, and the total discount value for that coupon was $30.00 across all applicable orders.
🧮 Totals Section
Each discount group includes a Totals line at the bottom:
- Displays the total amount discounted under that discount type.
- Helps identify which promotions or discount codes have the largest financial impact.
At the very end of the report, a Generated at timestamp shows when the report was created, confirming its data freshness.
✅ How to Use This Report
- Audit discounts regularly to ensure all are properly approved.
- Identify high-usage discounts that may need tighter controls.
- Compare employee usage to ensure discounts are being applied according to policy.
- Verify manager approvals for compliance and accountability.
⚠️ Tips
- Discounts without an “Approved by” entry should be reviewed.
- Repeated high-value discounts may indicate a promotion error or misuse.
- Use this report alongside your Sales Summary to analyze discount-to-sales ratios.
🧑🏫 In Summary:
The Discount Report gives full visibility into which items were discounted, by whom, and under what promotion—helping you maintain control and integrity over discounting within your business.