The Users and discounts section is used for ongoing operational control from the perspective of staff performance, discounts, and non-standard interventions. It helps track user performance, monitor discounts, and more easily identify irregularities that may affect business results.
In the top navigation, you will find three main parts: User performance, Discounts, and Cancellations and other changes.
User performance
The User performance section is useful when you want to compare individual staff members based on the results they generate. It allows you to quickly see who has the highest sales, what profit they generate, what margin they achieve, or how many closed bills and orders they processed.
There are two views available:
- By closed bills - this view is especially suitable for comparing user results by sales, costs, profit, and margin. The table displays detailed data for individual users, so you can compare performance in more detail than in the chart alone.
- By orders - this view is useful when you want to track the value of orders, the number of ordered items, and also see which products or categories are linked to specific users.
User-level detail is especially useful in situations when:
- you want to compare the performance of specific staff members,
- you need to check who had the highest sales or the best profit during the selected period,
- you are investigating differences between the number of orders and their value,
- you want to see which products or categories are most often sold by a specific user.
Discounts
The Discounts section is used to monitor when and to what extent discounts were applied. It is especially useful for regular operational checks or when you need to verify whether discounts match normal operations and expected patterns.
This view is useful, for example, when:
- you want an overview of how often discounts are used,
- you need to check discounts for a specific period, location, or user,
- you are comparing whether discounts appear more often during specific shifts or at a specific location.
At the top of this section, you can switch between the Overview and By user tabs, so you can view discounts either as an overall summary or compare them across individual users.
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The Overview tab shows an overall view of discounts for the selected period. It includes key metrics such as sales, discount value, and average discount percentage, as well as charts showing discount over time and discount % over time.
The Discount over time chart shows the total value of discounts applied in each period. The Discount % over time chart adds the percentage view, so you can see not only how many discounts were used, but also how large they were. -
The By user tab is used to compare discounts across individual users. It shows the discount value, average discount percentage, and tips, and helps identify whether discounts occur more frequently for a specific user.
Cancellations and other changes
The Cancellations and other changes section helps track non-standard changes to bills and makes it easier to identify situations that deserve closer review. This view is especially worth monitoring when:
- you want better visibility into changes made to bills,
- you need to verify whether cancellation operations occur more frequently than usual,
- you are investigating suspicious or unusual transactions in a specific period or at a specific location.
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Tip: For regular checks, it is worth starting with a broader view for the selected period and location. If you notice an anomaly in the data, such as weaker performance, unusual discounts, or suspiciously frequent cancellation operations, it then makes sense to drill down by specific user or product. This section is therefore useful not only for a quick overview, but also for ongoing monitoring of what is happening in day-to-day operations. |
At the top of this section, you can switch between the Refunded bills, Item changes, and Item change details tabs.
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The Refunded bills tab is used to monitor the value of refunded bills, their share, and their development over time. It also includes the Refunds over time chart, which helps track whether refund operations appear regularly or whether they increased significantly in a particular period.
You will also find a table with all refunded bills, so you can check when the refund was created, at which business, for which user, and what the value was. -
The Item changes tab shows which types of changes appear most often in bills and at what value. It helps compare, for example, ordered items, deleted or removed items, paid items, table or bill changes, or a discount. This tab also includes a breakdown by user and by product. The Value incl. VAT by change type chart shows which types of interventions appear most often in the data or at the highest value.
- The Item change details tab is used to look up specific interventions. It displays a detailed breakdown by user, change type, date, bill, product, number of items, and value incl. VAT and excl. VAT.
Working with filters
The filter panel on the left side of the screen also works in this section. Depending on the selected view, you can narrow the data down by date range, merchant, place, product category, product, payment type, VAT rate, or user.
You can find a more detailed guide to working with filters in the article Working with filters in Premium Analytics.