Coupon usage report

This report displays information about the usage of coupons by customers.

 

It shows the coupon code, activity for which it was used, name of customer who used the coupon, name of staff member who accepted the coupon, the merchandise redeemed by the coupon (for merchandise coupons), and the discount amount.

Go to section

Filters

Options

Save Report Definition

Location

Reports > Financial Reports > Coupon Usage

 

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

 

The following fields are available on the Coupon Usage Report page:

Name of Field

Type

Description

Filters

Report Filter

Hyperlink

The following filters are available on the Coupon Usage Report page: Activity, Organization Department, Activity Category, Parent Season, Child Season, Daycare Program, Daycare Program Type, Daycare Category, Usage Fee (Membership), System User, Transaction Site, GL Account, Coupon Code, and Date Range.

 

Click the Report Filter link to learn more about reports and their filters.

Options

Summary Report

Checkbox

Option to produce a summary report or a detailed report.

 

Summary reports will only display the count of number of times a particular coupon was used and the total discount amount, while detailed reports will list each transaction where the coupon was used, including customer and activity names.

Coupon Type

Dropdown list

Option to only include particular types of coupons, as selected from either Registration, Daycare, Merchandise, Marketing/Free Merchandise, Membership, or Usage Fee (Membership) coupons.

Group By (1st and 2nd)

Dropdown list

Option to group (and sub-group) the report by Activity and Program, Date Code, Type, GL Account or Customer.

Output Type

Dropdown list

The output type or format of the report, as selected from a predefined list.

 

The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.

Save Report Definition

Report Title

Text

Option to save the report definition for later use.

 

Click the Report Filter link to learn more about report definitions.