Reports and audit

Preset usage statistics, per-staff breakdown, total discount

Preset reports

Every preset application is logged. Reports show: how much used, who uses, total discount value.

Where to find it

Reports → Discounts tab. Or directly /manager/reports/discounts.

The 4 main metrics

Total discount given

Salon-level total discount in period.

  • E.g., 245,000 HUF (monthly)

Top presets (usage count)

List of most-used presets.

  • "Loyalty 10%": 78×
  • "Welcome 500 HUF": 32×
  • "Black Friday 25%": 15×

Top presets (by value)

List of presets giving largest total discount.

  • "Black Friday 25%": 125,000 HUF
  • "Loyalty 10%": 89,000 HUF
  • "Manager comp 50%": 31,000 HUF

Per-staff breakdown

Who uses which preset:

  • Anna stylist: 78× preset, 145,000 HUF
  • Béla manager: 35× preset, 78,000 HUF
  • Reception: 95× preset, 22,000 HUF (many small presets)

Per-sale audit trail

For a specific sale:

  • Sale ID
  • Preset applied (name + value)
  • Staff (who applied)
  • Timestamp
  • Reason (if required)

Visible on Sale → Discount tab.

Stat endpoint

GET /t/:slug/discount-presets/stats?from=...&to=...

Official report API. UI uses this.

When to use it

Scenario 1, end-of-month audit Reports → Discounts → "Last month". "Manager comp 50%" preset 25× used = 35,000 HUF. Too frequent? Customer complaints match?

Scenario 2, discount policy review "Loyalty 10%" preset 78× / month. 13% of salon revenue. Too generous? Reduce to 8%?

Scenario 3, per-staff audit Anna stylist gave 145,000 HUF discount monthly. Manager average 50,000 HUF. Conversation with Anna.

Scenario 4, Black Friday ROI Black Friday gave 125,000 HUF discount. Extra revenue 600,000 HUF (promo brought new customers). ROI positive.

Scenario 5, customer dispute Customer complains: "I didn't get the discount." Sale → Discount tab → "Loyalty 10% applied, staff: Anna, time: 2026-04-30 14:23." Proven.

Data export

"Export CSV" button on report page:

  • Sale ID, date, preset, value, staff, customer
  • Excel for accountant

Tips

  • Month-end review monthly, don't ignore.
  • Per-staff audit is manager performance base, not punishment.
  • "Top presets by value" is discount-policy input: if 1 preset accounts for 60% of total, consider reducing.
  • 5%+ discount-revenue ratio is significant, ROI investigation needed.
  • Per-staff stat is presentation tool, share at team meeting.
  • Manual discount ratio shown separately, no need to compute.

Related articles

#reports#audit#stats#per-staff
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