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Louisev_v4's avatar
Louisev_v4
Experienced Cover User
2 years ago
Solved

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 ...
  • Louisev_v4's avatar
    Louisev_v4
    2 years ago

    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

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
2 years ago

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