The Discount Report lists all Discounts and Credit Notes applied to Reservation Accounts within a selected date range, with options to group, sort, and filter the output.
Overview
The Discount Report provides a list of Discounts and Credit Notes applied to Reservations within a chosen date range, showing the Discount applied, the value, and the User who created the transaction.
The report can be generated as a Summary or Detailed view, grouped by Discount Name, Category, Discount Reason, or User, and filtered to show Discounts only, Credit Notes only, or both.
Build Options
The table below describes the options available on the build screen.
| Option | Description |
|---|---|
| Date | Date range the report covers. |
| By Posting Date / By Creation Date | Determines whether the date range is matched against the Posting Date (when the Discount was applied to the account) or the Creation Date (when the Discount transaction was created). |
| Group By | Groups the report data by Discount Name, Category, Discount Reason, or Users. |
| Sort By | Sorts the report by Reservation No, Transaction Date, Arrive Date, Depart Date, Surname, Discount Type, or Loyalty Membership Type. |
| Report Type | Select Summary for a high-level overview or Detailed for transaction-level detail. |
| Discount Type | Filter the report to include Both Discounts and Credit Notes, only Discount records, or only Credit Note records. |
More Options
Click More Options on the build screen to reveal additional filters. Each filter is a multi-select that defaults to All Selected; clear the default to limit the report to specific records.
| Filter | Description |
|---|---|
| Discount | Limits the report to selected Discount records. |
| Category | Limits the report to Reservations whose Category matches the selected values. |
| User | Limits the report to Discounts created by the selected Users. |
Guide
In the side menu of RMS, go to Reports > Accounting > Discount.
- Select the Date range.
- Select By Posting Date or By Creation Date.
(Optional) Select the Group By option.
(Optional) Select the Sort By option. - Select the Report Type as Summary or Detailed.
- Select the Discount Type as Both, Discount, or Credit Note.
(Optional) Select More Options for additional report selections. - Select Build.
Discount Report Columns
The columns that display depend on the Report Type selected. Both layouts are described below.
Summary
The Summary view displays one row per Discount applied, with totals rolled up by the selected Group By value.
| Column | Description |
|---|---|
| Res No | The Reservation Number linked to the account where the Discount was applied. |
| Trans Date | The Transaction Date of the Discount record. |
| Loyalty Membership Type | The Loyalty Membership Type held by the Primary Guest, where one is recorded on the Guest Profile. |
| Description | The Discount Name applied to the Reservation Account. |
| Notes | Notes recorded against the Discount transaction at the time it was applied. |
| Amount | The value of the Discount applied to the Reservation Account. |
| Tax | The Tax component of the Discount transaction. |
| Total | The total Discount value for the row, which is also accumulated as a Grand Total at the bottom of the report. |
Detailed
The Detailed view displays one row per Discount transaction with full context for each Reservation, including arrival and departure dates, Area, the User who applied the Discount, and the Discount percentage.
| Column | Description |
|---|---|
| Res No | The Reservation Number linked to the account where the Discount was applied. |
| Trans Date | The Transaction Date of the Discount record. |
| Description | The Discount Name applied to the Reservation Account. |
| Discount Reason | The Discount Reason recorded when the Discount was applied. |
| Category | The Category selected on the Reservation. |
| Name | The Primary Guest Name on the Reservation. |
| Loyalty Membership Type | The Loyalty Membership Type held by the Primary Guest, where one is recorded on the Guest Profile. |
| Arrive | The Arrival Date selected on the Reservation. |
| Depart | The Departure Date selected on the Reservation. |
| Area | The Area selected on the Reservation. |
| User | The User who applied the Discount to the Reservation Account. |
| Rate | The Rate value the Discount was applied to. |
| Amount | The value of the Discount applied to the Reservation Account. |
| Discount % | The Discount expressed as a percentage of the Rate. |
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