Order Line Item Discounts Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Order Line Item Discounts Report	https://dashboard.boulevard.io/reports/order_line_item_discounts

Overview

The Order Line Item Discounts report helps you see every discount applied at the transaction level. It shows one row per discount application, including who applied it, what type it was, and how much revenue it touched, so you can audit discount usage down to the individual line item.

Use this report to monitor discount trends over time, compare offer-based versus discretionary discounting, and audit how individual operators are applying manual discounts. It's especially useful for flagging unusual patterns, since you can filter by staff, client, or discount type to drill into a specific offer's performance or a specific client's discount history.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Monitor discount trends over time	Track how much is being discounted week over week or month over month, and whether discount activity is growing or shrinking.	How much was discounted this month? Is total discounting increasing? Which days or weeks had the highest discount activity?
Compare offer vs. discretionary discounts	Understand the split between system-configured offers and manually applied staff discounts, and the revenue impact of each.	How much of our discounting comes from offer codes vs. staff discretion? Which type drives more appointments?
Analyze performance of a specific offer	Measure how frequently a named offer is being used and what revenue it is touching.	How many times was the "X" offer applied this month? What is the net revenue on appointments where that offer was used?
Audit discretionary discount usage by operator	Identify which operators are applying manual discounts most frequently to validate compliance with discount policies.	Which staff members are applying the most discretionary discounts? Are any individuals applying unusually large amounts?
Understand discount impact by service or item	See which services or products are being discounted most heavily and the net revenue effect.	Which services have the highest total discount amount? What is the net revenue on discounted services vs. full-price services?
Review discount activity for a specific client	Understand the discount history associated with a particular client or client segment.	How much has been discounted for a specific client? Are discounts being applied consistently across a loyalty segment?
View line-item level discount detail	Drill into every individual discount application to see exactly which discount was applied to which line item, by whom, and when.	What discounts were applied on a specific order? Were multiple offers stacked on the same service? When was each discount applied relative to when the order closed?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Financials reporting > Sales - Self or Everyone
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, there must be at least one completed transaction with a discount applied.

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	Business location where the sale occurred.	Beverly Hills	Yes
Offer Name	Name of the discount applied. For offer discounts, this is the configured offer name. For discretionary discounts, this is the free-text reason provided by staff at checkout.	SUMMER26	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Discount Type	Classification of the discount applied to the line item. Possible values: offer, discretionary.	Offer	Yes
Attributed Sale Amount	The gross sales amount attributed to this discount record. On line items with a single discount this equals the full line item gross amount. On line items with multiple stacked discounts this value is divided proportionally across each discount record.	$55	No
Discount Amount	Discount amount in dollars applied to line item.	$30	No
Attributed Net Amount	The net sales amount for this discount record, calculated as: Attributed Gross Amount minus Discount Amount.	$24	No
Appointment Count	Total count of distinct appointments in grouping.	3	No
Service Count	Total count of distinct services in grouping.	5	No
Client Count	Total count of distinct service clients in grouping.	2	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Location Name	Business location where the sale occurred.	Beverly Hills	Yes
Offer Name	Name of the discount applied. For offer discounts, this is the configured offer name. For discretionary discounts, this is the free-text reason provided by staff at checkout.	SUMMER26	Yes
Discount Type	Classification of the discount applied to the line item. Possible values: offer, discretionary.	Offer	Yes
Discount Method	Method of application of the discount. Possible values: fixed percentage, fixed amount.	Fixed percentage	Yes
Attributed Sale Amount	The gross sales amount attributed to this discount record. On line items with a single discount this equals the full line item gross amount. On line items with multiple stacked discounts this value is divided proportionally across each discount record.	$55	No
Discount Amount	Discount amount in dollars applied to line item.	$30	No
Attributed Net Amount	The net sales amount for this discount record, calculated as: Attributed Gross Amount minus Discount Amount.	$24	No
Appointment Count	Total count of distinct appointments in grouping.	3	No
Service Count	Total count of distinct services in grouping.	5	No
Client Count	Total count of distinct service clients in grouping.	2	No
Discount Date	Local calendar date and time when the discount was applied to the line item.	Aug 14, 2026	Yes
Order Date	Local calendar date when the line item with the discount was closed.	Aug 14, 2026	Yes
Discount ID	Unique identifier of the discount applied to a line item.	693da5bd-56dc-459d-9695-ccae914b411c	No
Discount Source	Classification of the discount applied to the line item. Possible values: offer, discretionary.	Offer	Yes
Line Item ID	Unique identifier for the line item on which the discount was applied.	10d2abc0-a7e7-417a-95f2-87ae8ed9ae6a	Yes
Order Number	Human-readable number of the order associated with the discounted line item.	342303	Yes
Operator Name	Full name of the staff user who applied or recorded the discount.	Julia Smith	Yes
Staff Name	Full name of the staff member who performed the service.	Alana Porter	Yes
Item Type	The type of the line item to which the discount was applied. Possible values include: service, product, membership, gift card or package.	Service	Yes
Item Name	The display name of the sellable line item to which the discount was applied.	Haircut	Yes
Location Group	Location group associated with the business location.	West Coast	Yes
Client Name	Full name of the client.	Mary Williams	Yes
Client First Name	First name of the client.	Mary	Yes
Order ID	Unique identifier for the order associated with the discounted line item.	ee661f51-b3bc-4cbd-bae7-317a3a772b5a	No
Appointment ID	Unique identifier for the appointment associated with the discounted line item.	17cddade-320c-448b-a472-1fec584af6d2	Yes
Offer Code	Code associated with the discount or promotion used on the line item.	SUMMER26	Yes
Operator ID	Unique identifier of the staff who applied or recorded the discount.	1dbf6161-1a67-4ccf-9793-56c61be4c418	No
Staff ID	Unique identifier of the staff member who performed the service.	2c91d997-4184-4e06-a534-ac96a27dceff	No
Location ID	Unique identifier of the business location.	2c91d997-4184-4e06-a534-ac96a27dceff	No
Location External ID	External identifier for the location.	loc-1234aa	No
Client ID	Unique identifier for the client.	86f25326-1fa3-49b7-abd5-c0daa26de3e1	No
Order Count	Total count of distinct clients in grouping.	6	No
Order Tag	Order tag associated with the order.	Discounted Appointment	Yes
Client Tag	Client tag associated with the purchasing client.	New Client	Yes
Location Tags	Tags associated with the business location.	California	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Attributed Sale Amount and Attributed Net Amount are proportionally split on line items with multiple discounts.	When more than one discount is applied to a single line item, the Attributed Sale Amount and Attributed Net Amount for each discount record are calculated proportionally based on that discount's share of the total discount amount on the line item. A larger discount receives a larger share. This ensures totals do not double-count when the report is grouped by offer name or operator. On line items with a single discount, these values equal the full line item sale amount and net amount.
Attributed Net Amount is not the same as Net Sales in the Sales line items report.	Attributed Net Amount = Attributed Sale Amount minus Discount Amount for this discount record. It does not include Voucher adjustments. For a fully reconciled net sales figure, refer to the Sales line items report.
Offer Code is only populated for offer-type discounts.	Discretionary discounts applied manually by staff do not have an associated Offer Code. Filtering or grouping by Offer Code will exclude all discretionary discount records.
Default configuration shows a summary view.	The report opens grouped by Discount Source, showing totals by offer vs. discretionary. To switch to a line-item activity view, change the Breakdown by to Offer Name and add granular attributes such as Discount ID and Order Number.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Monitor discount trends over time	Track how much is being discounted week over week or month over month, and whether discount activity is growing or shrinking.	Filters: set Discount Date to the range. Group by: Discount Date (week or month), Discount Type. Columns: Discount Amount, Attributed Net Amount, Appointment Count.
Compare offer vs. discretionary discounts	Understand the split between system-configured offers and manually applied staff discounts, and the revenue impact of each.	Filters: set Discount Date to the period. Group by: Discount Type. Columns: Discount Amount, Attributed Sale Amount, Attributed Net Amount, Appointment Count, Client Count.
Analyze performance of a specific offer	Measure how frequently a named offer is being used and what revenue it is touching.	Use default configuration. Filters: Discount Type = offer; Offer Name = the offer; set Discount Date to the month.
Audit discretionary discount usage by operator	Identify which operators are applying manual discounts most frequently to validate compliance with discount policies.	Filters: Discount Type = discretionary; set Discount Date to the review period. Group by: Discount Type, Operator Name. Columns: Discount Amount, Attributed Net Amount, Appointment Count. Sort by: Discount Amount descending.
Understand discount impact by service or item	See which services or products are being discounted most heavily and the net revenue effect.	Filters: Item Type = service (or Product, Membership); set Discount Date to the period. Group by: Discount Type, Item Name. Columns: Attributed Sale Amount, Discount Amount, Attributed Net Amount, Service Count. (Full-price comparison needs a sales report; only discounted lines appear here.)
Review discount activity for a specific client	Understand the discount history associated with a particular client or client segment.	Use default configuration. Filters: Client Name = the client (or Client Tag = the segment); widen Discount Date to the history you need.
View line-item level discount detail	Drill into every individual discount application to see exactly which discount was applied to which line item, by whom, and when.	Filters: Order Number = the order (or set Discount Date to the window). Group by: Discount ID. Columns: Order Number, Discount Date, Order Date, Offer Name, Operator Name, Staff Name, Item Name, Item Type, Attributed Sale Amount, Discount Amount, Attributed Net Amount. One row per discount application.

Detailed Line Item Report