Reading and interpreting the Discounts by Customer report

The Discounts by Customer report summarizes discount activity for each customer. Understanding its structure helps you identify trends, spot generous discount patterns, and make pricing decisions.

What the report shows

The report displays one row per customer, with the following information:

• Customer Name — the contact or business name.
• Total Discounts — the sum of all discounts given to that customer in the selected period (in the document's currency).
• Count of Discounts — how many discount transactions occurred for this customer.
• Percentage of Sales — the discounts as a percentage of the customer's total sales amount (before discount).
• Amount Sold (Before Discount) — the gross sales total for this customer before discounts were applied.

How it works in Usystems

When you create an invoice or sales receipt with a discount—either on individual items or on the entire document—Usystems logs that discount. The report aggregates all these discounts by customer so you can see:

• Which customers receive the most discount attention.
• Whether certain customers consistently get larger discounts.
• What percentage of your revenue is being discounted.

Discounts included:

• Item-level discounts (on specific products).
• Document-level discounts (on the entire invoice or receipt).
• Discounts applied manually at the time of sale.

Discounts not included:

• Returns or refunds (those appear in separate reports).
• Bulk pricing if configured as a product price rather than a manual discount.

Where you see it

Go to Reports → Discounts by Customer to view this report. Open in Usystems

Using the data

• Identify high-discount customers — look for rows with high "Percentage of Sales." These customers are costing you more in discounts.
• Spot seasonal patterns — filter by date ranges to see if certain customers get more discounts at specific times.
• Benchmark against peers — compare one customer's discount percentage to others in the same category (e.g., wholesalers vs. retailers).
• Negotiate pricing — if a customer's discount percentage is unsustainably high, use this data to justify a conversation about list pricing.