Control Your Costs: The Discount Report 💸📊
Promotions, happy hours, and manager comps are great for building guest loyalty, but they can quickly impact your bottom line if not monitored closely. The Discount Report is designed to answer one crucial question: "Where, when, and by whom are discounts being applied — and what is it costing us?"
This report gives you a full line-item audit of every single discount applied across your checks. It provides managers with the total visibility needed to confirm discounts are being used correctly, identify unusual patterns, and measure the true financial impact of your marketing efforts. 🎯
📊 What You'll See on the Report
Unlike high-level financial summaries, this report individualizes every single transaction that received a price reduction, giving you the complete backstory for every cent discounted.
Line-Item Breakdown: Every discounted item is listed individually with its quantity and the exact dollar amount saved.
Full Operational Context: The report displays exactly when the discount occurred, which order number it hit, which employee applied it, and who authorized it.
Running Totals: A clear, aggregated total appears at the bottom of each section so you can see the total financial damage at a glance.
📝 Report Example
🔄 Grouping Options: Changing the Story
Depending on what you are auditing, you can completely change how the data is organized to uncover different insights:
| Group By | Best For... |
|---|---|
| Discount Type | Measuring the exact cost and usage of each individual promotion, coupon, or comp category to see if a marketing campaign is actually profitable. |
| Employee | Holding your team accountable by instantly seeing which servers or managers are applying the most discounts on the floor. |
| None | A flat, unfiltered chronological log of every single discount—perfect for deep-dive end-of-period audits. |
🛠️ Strategic Ways to Use This Data
Comp & Void Auditing: Review manager comps and employee meals applied during the shift to ensure they align with store policies and were genuinely necessary. 🛑
Employee Accountability & Fraud Detection: Grouping by employee makes it incredibly easy to see if an individual server is handing out significantly more "freebies" or discounts than their peers working the exact same shift. Unusually high discount counts are an early warning sign worth investigating. 🔍
Approval Chain Review: Use the Approved By column to verify that premium discounts requiring supervisor authorization were properly signed off by a manager's PIN, rather than bypassed.
Evaluating Promotion Success: See which happy hour or holiday codes are pulling in the most volume versus how much total revenue they are costing the business. 📈
🎛️ Filters and Visual Charts Included
To help you digest the numbers quickly, you can filter by Discount Types or specific Employees. When you enable charts, the NX Portal automatically generates three easy-to-read visuals:
Discounts by Group: A clean bar chart displaying the total discount value per category or person.
Top 5 Discounts by Employee: A pie chart illustrating which five staff members account for the highest percentage of discount dollars.
Top 5 Discounts by Item: A pie chart revealing which five menu items are being discounted or comped the most.
Need Help? 💡
Why is the "Approved By" column blank for some discounts?
If a discount code is configured to be "Open" (like an automatic Happy Hour percentage that triggers on its own), it doesn't require a manager's permission to apply. In these cases, the system leaves the approval field blank because the POS applied it automatically.
An item was discounted, but it isn't showing up on this specific report.
Double-check that the price reduction was an official Discount Code and not a manual Price Override or an item comped via a different button path. This report strictly tracks recorded system discount codes.