Filters and options in the Discounts by Customer report
Reference guide for all available filters and settings.
Jul 11, 2026
The Discounts by Customer report offers several filters to customize the data you see. Use them to focus on specific time periods, customers, or sales locations.
Available filters
| Filter | Description | Example |
|---|---|---|
| Date From | Start of the reporting period. Leave blank to include all historical data. | 2026-01-01 |
| Date To | End of the reporting period. Defaults to today. | 2026-07-03 |
| Customer | Filter by one or more specific customers. Leave blank to include all. | Select "ABC Trading" or multiple customers |
| Currency | Show discounts in a specific currency only. Leave blank to show all currencies. | AFN, USD, EUR |
| Warehouse | If your business uses multiple warehouses, filter by location. Leave blank for all locations. | Kabul Branch, Kandahar Store |
| Sort By | Reorder the rows by any column (e.g., highest discount first). | Total Discounts (descending) |
How filters work together
- Multiple selections — if you choose more than one customer, the report shows all of them (OR logic).
- Date range — the "Date From" and "Date To" fields define the period examined. Dates are based on the invoice or receipt creation date, not payment date.
- Currency filter — narrows results to a single currency. If a customer has sales in multiple currencies, filtering by currency may hide some of their discounts.
- Warehouse filter — only applies if your business is configured with multiple locations. Each location is tracked separately.
Common filter combinations
- Last 30 days, all customers — see short-term discount trends.
- Current year, single customer — audit a specific customer's discount history.
- Last quarter, by warehouse — compare discount behavior across branches.
Resetting filters
Click the Reset or Clear Filters button (if available) to return all filters to their defaults and reload the report with all data.
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