Admin Coupon Transactions Report
The options under conditions are a combinatorial filtering mechanism which means that choosing multiple conditions applies to the entire result set. If you select a company and a time span, the report will only return those transactions which meet both criteria.
Conditions:
1. Company: The list of all buyer companies that have had a coupon used.
2. User: The list of all users that have used a coupon. If you select a company, the user list will be limited to users within that company.
3. Date: Based on the order submitted date.
4. Time Span: A list of set date ranges.
“Display Columns” is a list of all columns that comprise the Coupon Transaction Report. The list is provided to allow for the narrowing of a report to show the desired columns of information. The list is multiple-selection enabled (hold the Ctrl key down as you select with your mouse). The Conditions criteria will still apply if the column is not selected for display.
The Preview button returns the result of the report to a tabled grid in the lower portion of the page. It is intended for a quick inspection of report accuracy.
The Download button returns the result of the report in a comma delimited format (csv) which is fully supported in Microsoft Excel, as well as all other major spreadsheet applications. You will be prompted by your browser to save or open the file. The file is always named by the default value of "Report.csv." Once saved to your local computer, your spreadsheet program should open the file normally with each column separated as intended. If the file does not delimit by the comma, consult your software's documentation regarding the use of comma delimited files.
The Save button stores the entire Conditions and Display Columns selection, along with the provided Report Name, to your Saved Reports list.
The Cancel button reverses all of your selected properties and returns you to the Saved Reports list.
Reference Material: none
Related Articles:
Coupon Setup
Navigate to Reports
Coupon Status Report
Saved Reports
Labels: Reports, Coupons, Coupon Usage, Usage Report, Promotion Report