How to Filter, Search and Group the Promotion Details Report Data in Odoo POS

In Odoo POS, the Promotion Details Report helps you track which promotions were applied, how often they were used and on which products or POS terminals. With different search, filter, and grouping options this report becomes easy to read and customize.

Accessing the Promotion Details Report in Odoo POS

To open the Promotion Details Report, go to the Point of Sale module from your dashboard. Next, click on Reporting and under the available report options, select Promotion Details. This report provides an overview of promotional activities across different stores, terminals and products.

Quick Search Options in the Promotion Details Report

The Promotion Details Report includes several quick search choices to help you find information faster. You can filter based on the order date to instantly view all promotions used during a specific time period and the company associated with each transaction.

After choosing your search options, click Search to display the results. You can apply one filter or combine multiple filters for more specific results. If you want to start over, simply click the Reset button to clear all selections.

Using the Search Bar in the Promotion Details Report

The search bar makes it easy to quickly find specific promotion records. You can look up transactions by Order Date, Product Name, Product Code or even by the POS Terminal where the sale was made.

It also allows you to search by Product Category or Customer, helping you narrow down the exact type of promotion activity you want to review. With these options, locating orders where promotions were applied becomes simple and efficient.

Using Filters in the Promotion Details Report

Filters help you narrow down the data further. When you click the ▼ drop down icon in the search bar, you will find additional filter options. The Order Date filter lets you see promotions used within a selected month, year or quarter.

Applying Custom Filters

If you want more precise control,Odoo allows you to create your own custom filters. When you click Add Custom Filter, a popup window appears with a default rule that you can adjust. This lets you choose a field such as Product Name or Product Code , Product Category, Order and apply an operator like contains, is equal to, does not contain, etc,.. and enter the value you want.

After entering the required value and clicking Add, the report updates instantly, giving you a more personalized and focused view of your promotion details.

Using Group By Options in the Promotion Details Report

Grouping the data helps you read and compare information more effectively. When you click the ▼ drop down icon under the Group By section, you will find several grouping options that organize promotion data in different ways.

Grouping by Point of Sale shows how many promotions were applied at each POS terminal. If you group by Product, you can easily see which products were most frequently sold with promotions. Similarly, grouping by Product Category, Product Brand, Division, Department, Category or Subcategory helps you analyze promotional impact from different angles. You can also group by Company to analyze promotional activity across multiple business entities.

You can also group by Order Date, and then select the time period such as month, year or quarter to identify trends over time.

Applying Custom Grouping Options

If you need more grouping options, clicking Add Custom Group shows additional fields that you can use. You can select fields such as Order, User or any other relevant field to structure the report according to your analysis needs.

Once a group is selected, the system instantly arranges the data based on that field, providing a clear and organized view of promotional performance across your POS system.

Saving Favorites for Quick Reuse

Odoo allows you to save your search filters or grouping options for future use. To save your current search settings, open the drop down menu and select Save Current Search. You can name your saved filter , set it as the default view or share it with other users.

Saved filters can be reused anytime with one click, and they can be removed easily using the delete (trash) icon. This makes repeated reporting tasks faster and more convenient.

By using these features in the Promotion Details Report, you gain clearer insights into your promotional performance, helping you make better and more informed business decisions.