Promotion Report

Location: Reports > Transaction Reports 

Promotion List Report

The Promotion List Report provides a detailed breakdown of promotions applied within a selected date range. The report can be generated for the business as a whole or by a specific worker and includes both individual promotion totals and an overall grand total. This report can be exported or printed for your records.

How to Generate the Report

1. Select a Date Range
   
2. Choose how to view the report:
   • By Company (business as a whole)
   • By Worker (specific team member)
3. Click Generate
   

Report Overview

Based on the selected date range and report type (business or worker), promotions are separated into individual tables by Promotion Name. 

Each promotion table includes the following columns:

• Client Name – Displays the client’s first and last name
• Ticket Number – Displays the ticket number assigned at checkout
• Discount Amount – Displays the discount amount applied to the service and/or product
• Worker – Displays the worker assigned to the service or product sale (first name and last initial)
• Ticket Date – Displays the date the ticket was created (MM/DD/YYYY), from oldest to most recent

At the bottom of each promotion table, the Total Promotion Amount for that specific promotion will be displayed.

Note: A positive number indicates a refund issued on a service or product that originally had a promotion applied. This ensures that both the total for each promotion table and the grand total at the bottom of the report accurately reflect the true promotion amounts. 

At the bottom of the report, a Grand Total Promotion Amount summarizes all promotion discounts across the selected date range.

Sorting Options

Within each promotion table, you can sort by:

• Ticket Number – Ascending order
• Client Name – Alphabetical order (A–Z)
• Discount Amount – Descending order (highest to lowest)
• Worker – Alphabetical order by first name (with last initial)
• Ticket Date – Ascending order (oldest to most recent)

Note: Only promotions that have been applied to a service or product within the selected date range will appear in the report. If a specific promotion was not used during that period, its table will not be displayed.

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