Learn how to use the Promotions report for vouchers, including filtering reports, remembering filters, understanding columns, editing columns, and exporting report results.
Which plans include this feature?
Legacy: Soho, Pro, Plus, Enterprise, Flex
Current: Growth (Online Booking Fee), Growth (Subscription), Managed
→ Learn more about our new plans or how to change your plan.
Where can I find this feature using the top menu?
Reports > Other Reports > Promotions
What more do I need to use this feature?
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Admin or restricted permissions to View all reports (or Promotions) and Export Data.
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Reports overview
Back to topThe 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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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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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 your reporting options here: |
Filtering reports
Back to topLimit the list of vouchers displayed using the following filters.
Filtering by voucher
Back to top
Filter by keyword search
Back to topSearch 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
Back to topYou 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 your Profile Filter settings here: |
Understanding report columns
Back to topYour Promotions report is divided into the following columns.
| Value | Description | Additional Details |
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Discount Name |
This is the name of the discount associated with the voucher. | |
| Voucher Code | This is the actual voucher code. | |
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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 and vouchers here: |
Editing report columns
Back to topOver 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.
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
Back to topAccess the Export modal via the Export icon in the top-right-hand corner of the page.
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 sent as links to the files securely hosted in Google Cloud Storage. |
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Learn more about exporting to Google Drive here: |
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).