Promotions by Date Range Report (Reference)

Article Details

Summary

This article explains the Promotions (Coupons) by Date Range report. It shows how many coupons were used in a date range. It also breaks down each coupon by the user who applied it, the attached invoice, and the discounted amount.

What this does

The Promotions (Coupons) by Date Range report shows how many coupons were used in a date range you choose. You can also see a breakdown of the coupons, including the user who applied each one, the attached invoice, and the discounted amount.

Reporting & Location Access

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select in the report. Each report's location label determines how results are calculated.

Available locations are limited to the user's Allowed Locations. If a location does not appear as an option, check the user's location access before you run the report.

Helpful Hints

  • The list of available coupons shows only coupons that were applied to a completed invoice at least once.
  • If you do not select a coupon, all applied coupons appear in the report.
  • If you do not select a user, all users appear in the report.
  • You can select multiple locations and report on them together.
  • A coupon applied to the entire cart shows for each line item it was applied to.
  • After you generate the report, the Add to Campaign option lets you add the customers tied to the invoices to a marketing campaign.

Where to find it

In the left navigation, go to Reports & More » Reports » Coupons By Date Range.

Steps

  1. In the left navigation, go to Reports & More » Reports » Coupons By Date Range.

  2. Select the date range you want to view.

  3. Choose the coupons you want to analyze from the list of available coupons.

  4. Choose specific users to filter the report by which users applied the selected coupons to invoices in the date range.

  5. Select the locations you want to analyze.

  6. Select the "Export to Excel?" checkbox to export the report results to Excel when you generate the report.

  7. Select the "Generate Report" button.

Report Output

The report has two charts that show promotion use in different ways: Coupon Totals and Invoice Details.

Coupon Totals

The first section shows the total amount discounted for each coupon type in the date range.

The Coupon Totals table showing the total amount discounted for each coupon.

Invoice Details

This section breaks down each invoice the coupon type was applied to in the date range. An invoice shows on this report once for each line item a coupon is applied to. You can sort this section by the column headers.

The Invoice Details table listing each invoice a coupon was applied to.

Outcome Description
Invoice The invoice ID the coupon is tied to. Select it to open the full invoice.
Date The invoice completion date.
Owner The name of the owner the invoice is tied to. Select the name to open the owner's profile.
Coupon The name of the coupon applied.
Item Description The name of the line item the coupon was applied to.
Discount Amount The total amount taken off the line item because of the coupon.
Sale Price The total of the line item after the coupon is applied.
User The staff user who applied the coupon to the line item at checkout.

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