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Locate: Reports > Other Reports > Promotions
Prerequisites: Admin permissions or restricted permissions to View all reports (or Promotions) and Export Data.
OverviewBack to top
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:
Limit the list of Vouchers displayed using the following filters.
- VouchersBack to top
- Search Voucher CodesBack to top
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 FiltersBack to top
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:
The available columns are as follows:
- Discount NameBack to top
This is the name of the Discount associated with the Voucher.
- Voucher CodeBack to top
The actual Voucher Code!
- AddedBack to top
The date the Voucher was entered in the system.
- UsedBack to top
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:
Over on the right-hand side of the screen, you will see a button labelled Edit columns. This allows you to configure which Columns are visible within the report.
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.
ExportBack to top
Access 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 if needed by placing focus on the Save as field and entering the desired name.
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.
Choose to Export Visible columns or All columns. In the case of this report, all columns are always visible, so you will 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.
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).