This article lists reports that reflect discounts applied to PT agreements and their invoices and provides best practices for using reports to monitor and analyze discount usage.
The terms “PT Discount” and “Promo Code” are synonymous.
Reports that Reflect Discounts
Below are the list of reports that reflect the discounted amounts of invoices and agreements. Read the report's linked help article to understand how discounts are reflected in that specific report.
Accrual Revenue Report
Member Service Sales Report
Package Sales Summary Report
PT Scheduled Draft Report
PT Transactions Report
Summary Accrual Revenue Report
Trainer Liability Report
Unpaid Invoices Report
- The three main reports recommended to view PT discounts are the following:
- Schedule Reports to automatically be emailed to you as part of your daily, weekly or monthly business rhythm.
- View reports to understand how many discounts were applied and the total amount of the discounts.