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Reporting on promotions (vouchers)

Learn how to use the Promotions report for vouchers, including filtering reports, remembering filters, understanding columns, editing columns, and exporting report results. 

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Reports > Other Reports > Promotions
 

What more do I need to use this feature?

  • Admin or restricted permissions to View all reports (or Promotions) and Export Data.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

Reports overview

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Promotions dashboard showing a list of vouchers with details for discount name, code, dates, and booking ID.

The Promotions report is a simple view into voucher usage.

From the Promotions report, you can + Add Vouchers, view if and when a voucher has been used, and access the associated booking.

 

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Giving vouchers and discounts descriptive names

Be sure to give your vouchers and all discounts descriptive names to help you find them in internal reports, for example, Summer Promo 10% Per Booking, After Tax.

 

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Naming your vouchers

While the Promotions report does not show individual voucher values, a tip is to include the discounted value in the title of the voucher.

As well, if you use items instead of products, then the Active Discounts report is an option to cross-reference discount and voucher values.

 

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Learn more about reporting

For a detailed look at your reporting options, check out the following articles:

 

Filtering reports

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Limit the list of vouchers displayed using the following filters.

 

Filtering by voucher

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Promotions dashboard highlighting the voucher filter dropdown used to display specific voucher categories.

 
Filter the report by a select voucher, for example, Summer Promo versus Friends and Family Promo. By default, All vouchers display.

 

Filter by keyword search

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Promotions dashboard focusing on the search bar used to find voucher codes.

Search the list of displayed vouchers by voucher code. This filters the list to display only those vouchers that match the search value entered.

 

Remembering filters

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You can configure your account to retain your filter selections within most reports and features so that you don't have to repeatedly select your preferred filters.

 

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Learn more about profile settings

For a detailed look at your Profile Filter settings, check out the following article:

 

Understanding report columns

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Your Promotions report is divided into the following columns.

Value Description Additional Details
Discount Name This is the name of the discount associated with the voucher.  
Voucher Code This is the actual voucher code.  
 Added The date the voucher was entered into the system.  
Used The date the one-time voucher was applied to the booking.  

 

Sorting the report

Click on the top of any column to adjust the sort order of the report based on that column.

 

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Learn more about discounts

For a detailed look at discounts and vouchers, check out the following article series:

 

Editing report columns

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Promotions page highlighting the edit columns button for customizing visible voucher data.

Over on the right-hand side of the screen, you see a button labelled Edit columns. This allows you to configure which columns are visible within the report. 

 

Promotions settings window displaying selectable column options for voucher information.

From the Columns modal, deselect any columns you don't need to include.

Reorder columns by clicking on the pattern of dots to the left of each one and moving it into a new position.

 

Exporting promotions reports

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Promotions page highlighting the export button for downloading voucher report data.

Access the Export modal via the Export icon in the top-right-hand corner of the page.

 

Export settings window for promotions report showing file format and save options.

The following options are available within the Export modal...

 

Save As

Allows you to specify the name of the Export file. By default, the file name is the name of the report. You can edit the name of the file by placing focus on the Save as field and entering a different name.

 

Format

Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).

 

Save To

The report can be saved to your Computer, Email, or Google Drive.  

 

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Emailed exports are securely hosted

Emailed exports are sent as links to the files securely hosted in Google Cloud Storage.

 

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Learn more about Google Drive

For a detailed look at exporting to Google Drive, check out the following article:

 

Columns

Choose to Export Visible columns or All columns. In the case of this report, all columns are always visible, so you get the same result with either option.

 

Max Rows

Choose to limit the maximum number of rows to Export (Max Rows) or choose to Export All Rows. 

 

Formatting

Use ISO Dates allows you to choose the format of dates within the Export.

  • When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
  • When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).