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Louisev_v4's avatar
Louisev_v4
Experienced Cover User
2 years ago

Discount reports in Accountright

I am wondering where I can obtain a report on discounts in Accountright.  I am trying to obtain a customer report showing their discounts  - either by invoice or as a summary for the month .  I also want to filter by sales person

  • Thank you.  I needed this by company but the same solution works reasonably well under customers.  Not quite the report I needed but I can work around this using a pivot

2 Replies

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  • SamaraM's avatar
    SamaraM
    Former Staff

    Hi Louisev_v4 


    Thanks for your post. There isn't a specific report for viewing discounts, but you could run the Sales [Salesperson Detail] Report, then go into the filters (Insert/Modify > Show/Hide) and add the discount field column to that report.

     

    Hope that helps.


    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • Louisev_v4's avatar
      Louisev_v4
      Experienced Cover User

      Thank you.  I needed this by company but the same solution works reasonably well under customers.  Not quite the report I needed but I can work around this using a pivot