Running the Discounts by Product report

The Discounts by Product report shows you every discount applied to each product or service across all invoices and sales receipts. Use this to identify which products are discounted most often, which ones lose the most margin to discounts, and whether your discount strategy is affecting profitability per product.

Before you start

• You must have end-user or admin access to the Reports section.
• The report includes discounts on items from the current period and earlier; you can filter by date if needed.
• Discounts here refer to item-level discounts only (per-product adjustments), not document-level discounts.

Steps

1. Go to Reports → Discounts by Product and click on it. Open in Usystems

2. The report will load with default settings. Review the data displayed.

3. (Optional) Apply filters to narrow down the results:

   • Date range — select the period you want to examine.
   • Product — choose specific products or services, or leave blank to see all.
   • Product Category — filter by category if your products are organized into groups.
   • Currency — filter by currency if your business uses multiple currencies.

4. Once filters are set, the report updates automatically.

5. Review the columns: Product, Total Discounts, Count of Discounts, Percentage of Product Sales, and Quantity Sold. Each row represents one product.

6. To export the data, see the "Exporting and printing the Discounts by Product report" article.

Tips & common mistakes

• Filter by product category first — if you have hundreds of products, narrowing by category helps the report load faster.
• Check the date filter — the report defaults to a specific period; adjust it if you need a different time frame.
• Item-level vs. document-level — this report shows only discounts on individual items, not discounts applied to the entire invoice. For a complete picture, compare this with your overall invoice discounts.