Discount report

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What this does

The Discount report shows which promo codes are being used most, how much they’re costing you, and where discounts are concentrated (by outlet, time of day, order source, and product category). Use this to decide which discounts to tighten, extend, or eliminate.

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Filters

The report starts with two visible filters:

• Serving date: When orders were fulfilled (defaults to past 30 days)
• Outlet: Switch between outlets or view all outlets combined

Click + 4 to reveal additional filters: Fulfillment type, Source, Promo code, and Reason. See Using reports - Filters for detailed instructions on how to apply filters and use date operators.

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Summary metrics

Four key numbers at the top of the report:

• Total discounts: Count of orders that received a discount
• Total discount value: Sum of all discount amounts applied (in dollars)
• Average discount per discounted order: Total discount value ÷ Total discounts
• Discounted order count: Same as Total discounts (label varies)

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AI insights

Auto-generated insights highlighting top-performing discounts, high-volume codes, margin impact, and efficiency patterns. See Using reports - AI insights for how to interpret AI recommendations.

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Top discounts

A table showing which promo codes are being used most:

• Promo code: The discount code (e.g., ATLAS100, 20OFF)
• Reason: Custom reason text from discount setup

Click any row to expand and see the count of times that code was used.

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Active discounts

A table showing currently enabled discount codes:

• Code: The promo code
• Label: Human-readable name (e.g., “100 % discount”, “$20 Off”)

Right-click any code to:

• Edit discount: Open the discount editor
• Copy value: Copy the code to clipboard
• Expand: Show additional details

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Charts

All charts are interactive. Hover over bars or data points to see drill-down options.

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Discount usage by hour of day

A combination chart showing when discounts are used most:

• Blue bars: Total count of discounts (left Y-axis)
• Orange line: Total discount value in dollars (right Y-axis)
• X-axis: Hour of day (shows business hours, typically 9 AM–11 PM)

Use this to identify peak discount times (e.g., lunch vs. dinner rush).

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Discounts by outlet

Horizontal bar chart showing % of orders with discounts for each outlet. Outlets with high percentages may have over-reliance on discounts.

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Discounts by source

Horizontal bar chart showing % of orders with discounts by order channel:

• Scan to Order: QR code or table scanning orders
• Web: Online ordering
• Kiosk: Self-order kiosk
• POS: Counter or register orders

Use this to see which channels are discount-heavy.

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Discounts by fulfillment type

Horizontal bar chart showing % of orders with discounts by order type:

• Delivery: Third-party delivery orders
• Dine-in: Restaurant seating orders
• Pickup: Customer collection orders

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Item discounts by category

A table and bar chart showing average discount % by product category:

• Reporting category: Product grouping (e.g., food, drinks, can drinks)
• Average discount %: Average discount as percentage of item price

To set up product categories, edit your product on the Products page and set its Reporting category.

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Item discounts

Shows individual item-level discounts. If this section shows “No Results”, no item-level discounts were applied during the filtered period (only order-level or promo code discounts exist).

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Actions

See Using reports - Downloads, alerts, and scheduled delivery for instructions on exporting data, setting up automated alerts, or scheduling report emails.

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Common workflows

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Find your top-spending discount code

1. Navigate to Reports → Discount report (BETA)
2. Adjust Serving date filter if needed (default: last 30 days)
3. Look at Total discount value in the summary metrics (e.g., $3,813.08)
4. Read the AI summary for highlighted insights
5. Scroll to Top discounts table and review promo codes
6. Click a code to expand and see usage count

What to do next: Use this to decide which discounts to tighten (if margin is at risk) or promote further (if profitable).

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Check discount usage by outlet

1. Navigate to Discount report (BETA)
2. Scroll to Discounts by outlet chart
3. Compare bars showing % of orders with discounts per outlet
4. Outlets with high % may need margin monitoring

What to do next: Filter by Outlet to focus on a specific location and investigate further.

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Track discounts by order source

1. Navigate to Discount report (BETA)
2. Scroll to Discounts by source chart
3. Review % of orders with discounts per channel
4. Identify which sources are discount-heavy

What to do next: Use Source filter (click + 4) to isolate one channel and drill deeper.

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Export discount data for accounting

1. Navigate to Discount report (BETA)
2. Adjust filters to the period you need (e.g., “January 2026”)
3. Click three-dot menu → Download…
4. Set File Name (e.g., “Discounts_Jan2026”)
5. Check Apply data formatting
6. Click Download

What should happen: CSV file downloads to your browser’s default download folder.

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Metric definitions

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If it doesn’t work

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My discount code doesn’t appear in the Top discounts table

1. Check that the Serving date range includes orders using that code. Try extending the range (e.g., “in the past 60 days”).
2. Click + 4 to reveal hidden filters. Ensure Fulfillment type, Source, Promo code, and Reason are all set to “is any value”.
3. Verify the code exists and is active in the Promotions module.
4. If the code was created after the start date or expired/deleted, it won’t appear.

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Total discount value seems wrong

1. Check Fulfillment type and Source filters (click + 4). Ensure they are set to “is any value” if you want all order types.
2. Verify Serving date filter covers the period you’re analyzing.
3. Check Outlet filter. If you want all outlets, ensure it’s set to “is any value”.
4. Compare Total discount value with the Discount line item in the Sales summary or Payout report for the same date range (they should match).

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”Average discount %” shows values over 100% in Item discounts by category

This is expected behavior. The metric is calculated as **(total discount ÷ total category revenue) × 100**. If a category received \1,076 in discounts but only $1,000 in base revenue, the result is 107.6%. What this means: This category is loss-making on a discount basis. Total discounts exceed total sales for that category in the filtered period. What to do: Review if these discounts are intentional promotional loss-leaders or need adjustment.

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Item discounts table shows “No Results”

1. Check if item-level discounts are set up in your menu or promotion rules.
2. If you only use order-level or promo code discounts, this is expected (not an error).
3. Verify the Serving date range includes orders with item-level discounts.

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Report data seems outdated

1. Check the “Data in this report refreshed hourly” banner at the top. Expected lag is up to 1 hour from order creation.
2. Refresh the page (Ctrl+R or Cmd+R).
3. If data lag persists beyond 2 hours, contact support at [email protected].

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Chart isn’t interactive (no drill-down options on hover)

1. Wait a few seconds for the chart to fully load.
2. Refresh the page.
3. Use filters instead to isolate data (e.g., filter by Source = “Web” only).

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Download is slow or fails

1. Reduce Row limit in the download dialog (try 100 or 250 instead of 1000).
2. Adjust filters to limit data scope before downloading (e.g., filter by a single outlet or shorter date range).

If issues persist, contact support at [email protected] with the report name and filters you’re using.

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Next steps

• Set up discounts: Add discounts to create new promo codes
• Discount strategies: Discount use cases for common promotional scenarios
• Related reports: Sales summary report to see how discounts affect overall revenue
• Marketing overview: Marketing reports for all marketing and customer reports