How to get a list of constituents who used a certain discount

Sometimes you want to see which constituents used a particular discount.  The Discounts Report only shows how many times a discount was used, not the names of constituents.  You can use a query to get this information. 
 
  1. Go to Analysis > Information Library.  Click Add an ad-hoc query.
  2. Select the source view of Sales Orders under Most Commonly Used and click Ok.
  3. In the left column, click on the plus sign next to Sales Order Item.  Click on Sales Order Item Discount under that.
  4. In the middle, click on Discount Name and move this to Include Records Where.
  5. Set the criteria to Equal to and type in the name of the discount exactly.  Note: Capitalization and spelling count!
  6. On the left, click on Constituents.
  7. In the middle, click on Name or first name and last/org/group/household name and move these to Results Fields to Display.
  8. Go to Set Save Options tab.  Name and save your query.

Environment

 3.17

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