Discounts (Add-On Tax)

Daily detail report that shows subtotal and item discount totals.

Description

The Discounts report is a daily detail report that consists of a multi-KPI tile, a pie chart, tables, and a grid that show the most popular discounts, summarize totals for all discounts, and display discount details by type for a given day. This report is for restaurants with add-on taxes.

Permission: Sales and Operations.

Specialized parameter: Click Edit Parameters and then use the Other parameter to select specific discounts to view in the report.

Report Tags

Simphony, RES 3700, e7, Add On Tax, Table Service, and Quick Service.

Discounts Summary

Visualization: Multi-KPI tile.

Permission: Sales and Operations.

Table 3-22 Discounts Summary

Category Data Format Description

Total Amount

Currency

Total monetary amount of all discounts

Total Count

Integer

Total number of all discounts

Average Amount

Currency

Average monetary amount of discounts

Top 10 Discounts by Amount

Visualization: Pie chart.

Permission: Sales and Operations.

Table 3-23 Top 10 Discounts by Amount

Category Data Format Description

Discount

Percent

Discount as a percent of all discounts in the pie chart

Others

Percent

All other discounts as a percent of all discounts in the pie chart

All Discounts

Visualization: Table.

Permission: Sales and Operations.

Table 3-24 All Discounts

Category Data Format Description Drill-Down Report

Discount Name

String

Discount name

Drills down to All Checks with Discount

Discount Percent

Percent

Percent of discount

 

Discount Count

Integer

Quantity of discounts

 

Average Amount

Currency

Average monetary discount amount

 

Discounts by Type

Visualization: Table.

Permission: Sales and Operations.

Table 3-25 Discounts by Type

Category Data Format Description Drill-Down Report

Total Row

 

The top row of the table shows totals for each category

 

Discount Name

String

Discount names are categorized into subtotal discounts, item discounts, temporary definitions, and unknown type of discount

Drills down to All Checks with Discount

Discount Amount Total

Currency

Total monetary discount amount

 

Percentage of Total Discounts

Percent

Discount total as a percentage of all discounts total

 

Discount Count

Integer

Number of times the discount was applied

 

Average Amount

Currency

Average monetary amount for this discount

 

All Checks Summary

Visualization: Grid.

Permission: Sales and Operations.

Table 3-26 All Checks Summary

Category Data Format Description

Total Check Count

Integer

Total number of checks

Average Check Before Discount

Currency

Average monetary amount of checks with discounts, before discount removed from the total

Gross Sales Amount

Currency

Gross sales

Percent Discount Off Gross Sales

Percent

Percent of discounts off gross sales

Discounted Checks Summary

Visualization: Grid.

Permission: Sales and Operations.

Table 3-27 Discounted Checks Summary

Category Data Format Description

Checks Discounted Count

Integer

Number of checks with discounts

Percent of Total Check Count

Percent

Discounted checks as a percent of total checks

Average Depth of Discount

Currency

Average discount

Report Notes

The Discount filter does not apply to the All Checks Summary section.

Top and Bottom 5 Locations by <Metric 1>

Locations Ranked by <Metric 1>

Visualization: Table.

Category Data Format Description

Location Name

String

Locations ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

Top and Bottom 5 Locations

Locations Ranked

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Location Name

String

Location name on the X axis

Average <Metric>

Varies

Single line noting the average

Top and Bottom 5 Revenue Centers by <Metric 1>

Revenue Centers Ranked by <Metric 1>

Visualization: Table.

Category Data Format Description

Revenue Center Name

String

Revenue centers ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

Top and Bottom 5 Revenue Centers

Revenue Centers Ranked

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Revenue Center Name

String

Revenue center name on the X axis

Average <Metric>

Varies

Single line noting the average

Top and Bottom 5 Employees by <Metric 1>

Employees Ranked by <Metric 1>

Visualization: Table.

Category Data Format Description

Employee Name

String

Employees ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

Top and Bottom 5 Employees

Employees Ranked

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Employee Name

String

Employee name on the X axis

Average <Metric>

Varies

Single line noting the average

<Metric 1> and <Metric 2> by Order Type

Visualization: Table.

Category Data Format Description

Order Type

String

Order type ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

<Metric 1> by Order Type

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Order Type

String

Order type on the X axis

Average <Metric>

Varies

Single line noting the average

<Metric 1> and <Metric 2> by Business Date

Visualization: Table.

Category Data Format Description

Business Date

Date

Business dates ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

<Metric 1> by Business Date

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Business Date

String

Business date on the X axis

Average <Metric>

Varies

Single line noting the average

<Metric 1> and <Metric 2> by Day Part

Visualization: Table.

Category Data Format Description

Day Part Name

String

Day parts ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

<Metric 1> by Day Part

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Day Part

String

Day part on the X axis

Average <Metric>

Varies

Single line noting the average

<Metric 1> and <Metric 2> by Hour

Visualization: Table.

Category Data Format Description

Hour

Time

Hours ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

<Metric 1> by Hour

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Hour

Time

Hour on the X axis

Average <Metric>

Varies

Single line noting the average

<Metric 1> and <Metric 2> by Quarter Hour

Visualization: Table.

Category Data Format Description

Quarter Hour

Time

Hours ranked from best to worst

<Metric 1>

Varies

<Metric 1>

<Metric 2>

Varies

<Metric 2>

<Metric 1> by Quarter Hour

Visualization: Bar chart.

Category Data Format Description

<Metric 1>

Varies

<Metric 1> on the Y axis

Quarter Hour

Time

Quarter hour on the X axis

Average <Metric>

Varies

Single line noting the average