> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ofatoura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax, Discount, and Promotion Reports

> Understand your tax liability, track every discount applied at the POS or through coupons, and measure which promotions are driving sales — all from the web admin Reports section.

These three reports give you a clear picture of how taxes are being collected, where discounts are being applied, and which item promotions are delivering value. All three are available in the browser dashboard under **Reports**.

<Note>
  You need the **Show Reports** permission to access the Tax Report and Discount Report. The Promotions Report additionally requires the **View Promotions Report** permission (or the broader Show Reports access, depending on your role).
</Note>

***

## Tax report

The Tax Report shows a row for every paid or delivered order within your selected date range, with a full breakdown of the taxes applied to that order. Use it to verify your tax liability for a period or to prepare tax filings.

### What you see

| Column         | What it means                                                            |
| -------------- | ------------------------------------------------------------------------ |
| Order number   | The unique order reference                                               |
| Order date     | Date and time the order was placed                                       |
| Taxable amount | The order subtotal after discounts — the base on which tax is calculated |
| Tax name       | The name of the tax (e.g. VAT, Service Tax)                              |
| Tax rate       | The percentage rate applied                                              |
| Tax amount     | The calculated tax value for that order                                  |

Totals are aggregated at the bottom — broken down by each tax type and as an overall sum.

### How to use the Tax Report

<Steps>
  <Step title="Open the Tax Report">
    In the web admin, go to **Reports** and select **Tax Report**.
  </Step>

  <Step title="Set your date range">
    Use the date picker to choose your reporting period. You can also narrow results by time of day using the start and end time filters.
  </Step>

  <Step title="Review the order-by-order breakdown">
    Each row represents one order. If you have multiple taxes configured (e.g. VAT plus a service tax), you will see a separate row for each tax on the same order.
  </Step>

  <Step title="Sort and consolidate as needed">
    Click any column header to sort by order date, taxable amount, or tax amount. Toggle **Consolidate by month** to group results into monthly totals for longer periods.
  </Step>

  <Step title="Export your data">
    Use the **Export** button to download the report as CSV or PDF for your records or accountant.
  </Step>
</Steps>

<Tip>
  The taxable amount shown is the subtotal after any discounts have been applied — not the gross order value. This matches how tax is calculated at checkout. If you want to review your tax configuration, see [Setting Up Taxes](/essential-setup/taxes).
</Tip>

***

## Discount report

The Discount Report lists every paid, delivered, or served order where a discount was applied. It separates **POS discounts** (applied manually by a staff member during the order) from **coupon discounts** (applied via an online coupon code), so you can see at a glance which source is driving discount spend.

### What you see

| Column                      | What it means                                |
| --------------------------- | -------------------------------------------- |
| Order number                | The unique order reference                   |
| Order date                  | Date and time the order was placed           |
| Order total before discount | The gross value before any discount          |
| POS discount                | Manual discount applied at the point of sale |
| Coupon discount             | Discount applied via a coupon code           |
| Total                       | The final order total after all discounts    |

### How to use the Discount Report

<Steps>
  <Step title="Open the Discount Report">
    Go to **Reports** and select **Discount Report**.
  </Step>

  <Step title="Set your date range">
    Pick the period you want to review. A time-of-day filter is also available if you want to focus on a specific trading window.
  </Step>

  <Step title="Compare POS vs coupon discounts">
    Scan the two discount columns to understand whether discounts are being applied by staff or redeemed by customers through coupons. This helps you spot unusual manual discount patterns.
  </Step>

  <Step title="Sort to find outliers">
    Sort by **POS discount** or **Coupon discount** descending to identify the highest-discount orders quickly.
  </Step>

  <Step title="Export or consolidate">
    Export to CSV or PDF, or switch on monthly consolidation for trend analysis over longer periods.
  </Step>
</Steps>

<Warning>
  The Discount Report only shows orders where at least one discount was applied. Orders with no discount do not appear here. For a full sales picture alongside discount totals, use the [Sales, Item, and Category Reports](/reports/sales-item-category).
</Warning>

***

## Promotions report

The Promotions Report is an item-level view of how your active promotions are performing. Rather than showing individual orders, it aggregates across all orders to give you a per-promotion summary — useful for deciding which promotions to keep, adjust, or retire.

### What you see

| Column         | What it means                                                   |
| -------------- | --------------------------------------------------------------- |
| Promotion name | The name of the item promotion                                  |
| Order count    | How many orders included at least one item using this promotion |
| Units sold     | Total quantity of items sold under this promotion               |
| Total savings  | The cumulative discount value given to customers                |
| Net revenue    | Revenue collected after the promotion discount                  |

### How to use the Promotions Report

<Steps>
  <Step title="Open the Promotions Report">
    Go to **Reports** and select **Promotions Report**.
  </Step>

  <Step title="Set your date range">
    Choose the period you want to evaluate — for example, the duration of a seasonal promotion.
  </Step>

  <Step title="Review promotion performance">
    Each row represents one promotion. Compare **units sold** and **net revenue** across promotions to see which are generating the most volume and revenue.
  </Step>

  <Step title="Filter by a specific promotion">
    Use the promotion filter to focus on a single promotion if you're doing a targeted review.
  </Step>

  <Step title="Sort by the metric that matters">
    Sort by **total savings** to find your most costly promotions, or by **net revenue** to identify your best-performing ones.
  </Step>

  <Step title="Export">
    Download as CSV or PDF for presentations or planning. Monthly consolidation is also available.
  </Step>
</Steps>

<Tip>
  Compare **total savings** against **net revenue** to gauge whether a promotion is bringing in enough revenue to justify the discount. A high savings figure paired with low net revenue may indicate the promotion is too aggressive.
</Tip>

<Note>
  Promotions tracked here are item-level promotions configured in your menu. Online coupon codes appear in the Discount Report, not here. To set up or edit item promotions, see [Item Promotions and Specials](/menu/promotions).
</Note>

***

## Related

* [Sales, Item, and Category Reports](/reports/sales-item-category)
* [Daily Closing Report](/reports/daily-closing)
* [Setting Up Taxes](/essential-setup/taxes)
* [Item Promotions and Specials](/menu/promotions)
* [Discount Coupons for Online Orders](/online-ordering/coupons)