Agency Discount Report
This report shows discounts applied to a specific line item when associated with an agency. Use this report to make sure discounts are utilized properly through your sales process. To use this report, navigate to Reports > All Reports – Finance, or use the global search bar. If this is a report that you plan to use frequently, mark it as a favorite and add it to your Quick Links. There may also be specific permissions that you need for report access.
We recommend that you have the following set up before using this report:
Issues
Allow Agency Discounting configuration enabled
Report Search
This report will generate by Order Date Range, but you can add Issues Date Range, and select from one of the following: All Items on any Order, Active Items on 100% Orders, or All Items on 100% Orders. You can also group the discounts by agency or order.
Report Results
This report will generate an interactive table showing the company, agency, order, probability, status, publication and amount, as it pertains to the discounts given to an agency. You can click on the company, agency, or order number for more information.
Updated 4/21/2023