Track Discounts and Offers with Benefits Usage Report

The Benefits Usage Report provides a clear view of how cart rules and catalog benefits are applied across orders.
It helps teams audit discounts, validate promotions, and ensure benefit usage aligns with business rules and revenue goals.

What is Benefits Usage Report?

The Benefits Usage Report summarizes how promotional benefits are consumed across sales order transactions.

It captures:

  • Applied Cart Rules and Catalog Rules
  • Reference transactions (orders)
  • Benefit amount consumed per transaction
    at a transaction-level with historical visibility.

Why Benefits Usage Report Is Important

This report plays a critical role in promotion auditing, finance validation, and operational transparency.

  • Ensures discounts are applied correctly
  • Prevents revenue leakage due to misconfigured rules
  • Supports finance and audit reconciliation
  • Improves visibility into promotional performance

Why use this report?

  • Verify how much benefit was applied per order
  • Audit cart and catalog rule usage
  • Identify overused or misused promotions
  • Reconcile discount impact during financial reviews
  • Track benefit consumption trends over time

How to Access the Benefits Usage Report

Navigation Path: Back Office → Reports → Miscellaneous → Benefits Usage Benefitusagereport

Filters & Controls

Use filters to narrow down relevant benefit usage data:

  • Created On (From / To)
    Filter benefit usage by a specific date range.
  • Cart Rule Name
    View usage of a specific cart-level promotion.
  • Catalog Rule Name
    Track catalog-based discounts applied to products.
  • Reference
    Search by order or transaction reference.
  • Entity ID
    Identify benefit usage linked to a specific entity or record.

These filters help isolate specific campaigns, periods, or transactions.

Report View Explained

Summary Table

The summary table displays benefit usage details per transaction, including:

  • Created On – Date and time when the benefit was applied
  • Cart Rule Name – Applied cart-level promotion (if any)
  • Catalog Rule Name – Applied catalog-level promotion (if any)
  • Reference – Order or transaction reference number
  • Entity ID – Internal identifier for traceability
  • Amount – Value of benefit consumed

This view enables quick scanning and comparison across transactions.

How to Use the Benefits Usage Report

  • Select a date range to analyze benefit usage for a period
  • Filter by Cart Rule or Catalog Rule to review specific promotions
  • Review benefit amounts applied per transaction
  • Cross-check references with order data
  • Export results for finance or audit review
  • Take corrective action if abnormal usage is identified

Common Usage Scenarios

  • Monthly discount impact analysis by finance teams
  • Auditing promotional misuse or over-discounting
  • Reviewing effectiveness of welcome or seasonal offers
  • Investigating customer support discount disputes
  • Management review of promotion cost vs revenue

Business Benefits

Benefit 1 – Financial Control

Provides clear visibility into how much revenue is impacted by discounts.

Benefit 2 – Promotion Accuracy

Ensures cart and catalog rules behave as configured.

Benefit 3 – Audit & Compliance

Creates a reliable audit trail for benefit usage across transactions.

Who Should Use This Report?

  • Business Owners
  • Finance & Accounting Teams
  • Operations Managers
  • Marketing & Promotion Managers
  • Audit & Compliance Teams