Running the Discount Detail report

The Discount Detail report shows every individual discount applied across all your sales and purchase documents, listed line-by-line. Use this report when you need to drill down into specifics: which exact invoices or bills had discounts, what the discount amounts were, and who received or gave them.

Before you start

• You need read access to Reports.
• The report can be filtered by date, contact, product line, and currency to narrow results.
• Each row in the detail report represents one discount on one line item of one document.

Steps

1. Go to Reports and open the list of available reports. Open in Usystems

2. Select Discount Detail Report from the list.

3. The report will load with a default date range. To change the dates, click the Date Range filter and choose your preferred start and end dates.

4. (Optional) Apply filters to narrow the results:

   • Contact: Select a specific customer or vendor to see only their discounts.
   • Product Line: Filter by the type of product or service that received the discount.
   • Currency: Display discounts in a single currency only.
   • Document Number: If you know the document ID, search for it directly.

5. Click Apply Filters or Run Report to generate the detail list.

6. The report displays one row per discount, showing the document reference, line item, discount amount, and other details. You can click on a document reference to open that document in the system.

Accounting impact

Each discount row in the detail report represents revenue or cost reduction at the time of document creation:

• Sales: discounts reduce the amount of revenue recorded on invoices and receipts.
• Purchases: discounts reduce the amount of expense or asset recorded on bills and cash purchases.

The detail report helps you trace each discount back to its source document for audit and verification purposes.

Tips & common mistakes

• Large discount on one line: If you see an unusually large discount on a single line, click the document reference to review the full context and confirm it was intentional.
• Scroll for hidden columns: The detail report may have additional columns to the right (e.g., cost, unit price). Scroll horizontally to see all information.
• Document status matters: Draft or cancelled documents may or may not appear depending on your report filter settings. Check the "Document Status" filter if you're missing expected discounts.
• Cumulative totals: The report footer shows a running total of all discounts. If you exported it to Excel, you can add your own subtotals by contact or product line for deeper analysis.

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