Tracking Promo code usage by promotion type as well as by client can be essential to managing your expenses. The Promo Code report keeps track of all the promotions applied to closed tickets. You can view the report for specific promotions or all promotions.
Things to know:
- Custom discounts and membership discounts applied to tickets are not shown on the Promotions report
- Only closed tickets are displayed on this report
- If a promotion is applied to a ticket numerous times, the ticket will appear multiple times on the report to account for each item to which it was applied.
To access this report:
Navigate to Dashboard
Select the Reports tab
Under the Point Of Sale section, select the Promotions report
When the report opens, you can narrow the results by modifying the filters. You can filter by location, a specific promotion, the staff member who performed service or sold the product, the staff member who applied the promo code and closed the ticket, the client that received the promotion, and the date the promotion was applied. You can also choose to view the report by date or location. If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension.
You also have the ability to export to Excel, PDF, or print.
Once you have selected your filters, click on the UPDATE button to generate the desired data.
|Location||The location the promo code is associated with.|
|Promotion||The name of the promotion. You can generate the report for a specific promotion, or for all promotions.|
|Provided by Staff||The name of the staff member who performed service or sold the product.|
|Applied by Staff||The name of the staff member who performed service or sold the product.|
You can filter by all clients, new clients or existing clients.
Existing Clients Only - Clients who had an appointment with a staff member, before the start of the date range and then again during the selected date range.
New Clients Only - Clients who had their first visit during the date range selected.
If none or all is selected in the filter, the data displayed will include both new and existing clients.
|Item||The transaction type - service, product, gift card, package, or membership.|
|Date||The date the promotion was applied.|
|Promotion Name||The name of the promotion.|
|Promotion Code||The code associated with the promotion.|
|Date Used||The date the promo code was applied.|
|Ticket #||The classifying number associated with the ticket. Clicking this link opens the ticket in MyTime POS.|
|Client||Client associated with the appointment or purchase. Clicking this link opens the client's profile.|
|Category||Category associated with
|Brand||Brand of the product.|
|Service / Product||The name of the product or service.|
|SKU #||The unique stock-keeping unit associated with the specific version of a
|Provided By||The staff member's name who performed the service or sold the product, gift card, membership, or package.|
|Applied By||The name of the staff member who applied the promotion to the ticket. If it is an appointment, we will use the staff's name who performed the appointment.|
|Promotions Applied||The value of the promotion that was applied.|
|% Off Retail||The percentage of the promotion that was applied.|