This article will guide you through generating and viewing the Promotion Codes Report.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
1. Access Your Report
Navigate to Reports > Sales > Promotion Codes.
Choose from the dropdown to filter by All Promotions or a specific promotion you have previously created, Select the checkbox to Include Cancelled Agreements. Click Run Report.
The online report will display Promotion Name, Code, Start Date, End Date and # Agreements Sold.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports
- Reporting - Can access Sales: Promotion Codes