Filters and options in the Discount Summary report

Reference of all filter controls and display options available in the report.

AP ۱۴۰۵ چنگاښ ۲۰

Filter / Option	Description	Default	Notes
Date Range	Start and end dates for the report. The report includes all documents dated within this range.	Current month (1st to last day)	You can select a preset (e.g., "Last 30 days", "This year") or enter custom dates.
Contact	Limit results to discounts from a specific customer or vendor.	All contacts	Leave blank to include all discounts. Select one contact to see only their invoices/receipts or bills/purchases.
Product Line	Filter by the product type or service category applied to the discounted items.	All product lines	Useful if you want to see discounts only on, e.g., pharmacy items or repair services.
Currency	Display discounts in a single currency.	All currencies	If your business transacts in multiple currencies, select one to avoid seeing mixed currency amounts.
Document Type	Choose which types of documents to include: Sales (invoices and receipts), Purchases (bills and cash purchases), or both.	Both	Some users want to see sales and purchase discounts separately.
Discount Status	Include only applied/finalized discounts, or also pending/draft discounts.	Applied only	Pending discounts appear on documents that are not yet submitted or finalized.
Group By	Organize results by Contact, Product Line, Currency, or Time Period (Week/Month).	Time Period	Changing this setting reorganizes how rows are displayed without changing the underlying numbers.
Show Percentage	Display discount amounts as absolute values or as a percentage of gross sales/purchases.	Absolute	Percentage view helps compare discount generosity across periods or contacts.
Export Format	Choose between PDF, Excel, or CSV for downloaded reports.	PDF	Excel and CSV formats are best for further analysis or importing to other systems.