Reports: Promotions (Vouchers)

Admin permissions or restricted permissions to View all reports (or Promotions) and Export Data.
Reports are available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
Interested in using Reports with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.

Early Access Program

To learn more about becoming part of our Early Access Program check out our related blog post or contact our Technical Support team.

Find our complete set of help articles related to the Early Access Program here: Early Access Program.

Overview

Promotions Overview

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.

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.

Learn more about your reporting options here:

Report Filters

Limit the list of Vouchers displayed using the following filters.

- Vouchers

Vouchers Filter

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

- Search Voucher Codes

Vouchers Search

Search the list of displayed Vouchers by Voucher Code. This in effect, filters the list to display only those Vouchers that match the Search value entered.

Remember Filters

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

Learn more about your Profile Filter settings here:

Accounts: Profile

Report Columns

The available columns are as follows:

- Discount Name

This is the name of the Discount associated with the Voucher.

- Voucher Code

The actual Voucher Code!

- Added

The date the Voucher was entered in the system.

- Used

The date the one-time, Voucher was applied to a booking.

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

Learn more about Discounts & Vouchers here:

Discount Codes & Vouchers: Introduction

Column Management

Edit Columns

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

Promotions Column Modal

From the Columns management window, simply deselect any Columns you don't wish to include. Reorder Columns by clicking on the pattern of dots to the left of each one and moving it into a new position.

Export

Promotions Export Icon

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

Promotions Export Modal

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 if needed by placing focus on the Save as field and entering the desired 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.

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

- 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).

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