You can adjust the filters at the top of the page to refine your results for the entire report.

1. Location: Select a Location (or location group) by ticking the box next to the desired location from the drop-down menu. You can also select All Locations (the default).
2. Report View: Select a saved Custom View or the default Base Report from the drop-down menu. You can also create a new Custom View from this menu. For instructions, please see the article: How to Customize Reports in the Bridge.
3. Date: Select a predefined date range (like Today, the default) or select a custom date range using the date picker.

The report includes a set of controls to customize its appearance and export its data.

1. Download: Click the Download icon (downward arrow) to export the data from the report as a CSV, Excel file, or download the entire report as a PDF.
2. Gear Icon Options: Click the Gear icon (⚙) to open a menu with additional report controls:
   • Report Style: Change the grid's density. Options include Regular (the default), Compact, and Large.
   • Schedule Report: Open the scheduling window to configure daily, weekly, monthly, or annual reports.
   • Full Screen: Expand the report to fill the screen.
3. Sort Columns: Click any column header to sort the data in ascending (A-Z) or descending (Z-A) order.
4. Reorder Columns: Click and drag a column header to a new position in the grid.
5. Search Columns: Enter text in the search field to quickly search and filter specific columns or values within the report grid.
6. Column Options: Click the three-dot menu on a column header to open more options.

Note: Making changes to options will activate the SAVE CHANGES button. These grid customizations can only be saved to a Custom View. If you are currently in the Base Report view, clicking SAVE CHANGES will prompt you to create a new Custom View to save your changes.

The Discount Detail report organizes specific transaction data points into defined columns to provide a clear view of discount application. You can enable or disable these columns to tailor your view.

• Discounted At: The exact date and time the discount was applied to the guest check.
• Reason: The specific reason or configuration name of the discount applied (e.g., "10% VIP Discount," "Manager Comp").
• Discounted By: The name of the staff member who applied the discount to the check.
• Check: The unique identification number assigned to the guest check.
• Menu Item: The specific menu item to which the discount was applied. For check-level discounts, the discount is pro-rated across the individual items on the check.
• Amount: The monetary value of the discount applied.
• Notes: Any custom notes or descriptions entered by the staff member when the discount was applied.
• Daypart: The service period (e.g., Lunch, Dinner) during which the check was closed.
• Business Day: The fiscal business date the transaction is attributed to.
• Revenue Center: The specific area of the restaurant where the transaction occurred.
• Order Type: The classification of the order associated with the discount.
• Approved By: The name of the manager who authorized the discount, if manager approval was required.
• Discount Level: The level at which the discount was applied, such as an item-level discount or check-level discount.
• Reporting Category: The reporting category associated with the discounted menu item.
• COGS Category: The Cost of Goods Sold category associated with the modifier for inventory tracking.

In addition to the columns above, you can further organize the report data by adding the following fields to the Row Groups section:

• Order Type
• Location
• COGS Category
• Reporting Category
• Revenue Center
• Daypart
• Discounted By
• Business Day

To apply a grouping, follow this step:

1. Click and drag the desired field from the columns panel into the Row Groups section