Article Details
Introduction
The Promotions by Date Range Report is a great way to way to see how many promotions were used in a specified date range and view a breakdown between the various promotions including the user who applied it, the attached invoice, and the discounted amount.
Getting Started
To run the report, go to Left-Navigation: Reports & More » Reports » Promotions By Date Range.
Report Parameters
| Parameter | Description |
| From |
Select the date range that you'd like to view. |
| Choose Promotions |
Choose the promotion(s) that you would like to analyze from the list of promotions available If no promotion is specified, all promotions will be shown. |
| Include Disabled Promotions? |
Click the checkbox near Include Disabled Promotions if you wish to see these included in the results. |
| Choose Users |
Choose specific user(s) to filter the report by which users applied the selected promotion(s) to invoices during the selected date range. If no user is specified, all users will be included. |
| Location |
Select which location(s) to analyze when generating the report. If no location is specified, all locations will be included. |
| Export to Excel? |
Select this option if you want to export and download the report’s data to an excel file. |
Helpful Hints
- The list of available promotions will only show promotions that have been applied to a completed invoice at least once.
- Multiple locations can be selected and reported together. You are able to run this report from any location and the results will show all promotions that have their status set to 'Enabled' in Admin » Manage Promotions
- Promotions applied to the entire cart will show for each line item they were applied to.
- After generating the report, you will have the Add to Campaign option to add the customers tied to the invoices to a marketing campaign
- If an inactive promotion is selected for a location where it was not used, the total will display as 0.
Report Output
The report is comprised of two charts that allow you to view promotion usage in different ways.
Promotion Totals
The first section of this report once the results are generated show the total amount discounted per promotion type during the selected date range.
Invoice Details
This section breaks down each invoice by the promotion type that was applied during the selected date range. An invoice will display on this report for each line item a promotion was applied to on the invoice. This section can be organized by the column headers.
| Category | Description |
| Invoice | This is the invoice ID the promotion is associated with. Clicking on this will redirect the page to the full invoice in the same tab. |
| Date | This is the invoice check out date. |
| Owner | The name of the owner the invoice is tied to. Clicking on the name will redirect the page to the owner's profile. |
| Promotion | The name of the promotion applied. |
| Item Description | The name of the line item the promotion was applied to. |
| Discount Amount | The total amount discounted from the line item as a result of the promotion. |
| Sale Price |
This is the total of the line item after the promotion has been applied. |
| User | This is the staff user that applied the promotion to the line item at the time of checkout. |
Related Resources
- Sales Reports Topic Outline
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