Digital Agency Tools Docs

Coupon reports

Coupon reports show which codes customers are using, who is using them, and how much the discounts add up to. Four tabs, each with filters and a CSV export.

The Coupon reports dashboard, with total uses, total savings, unique customers and average discount tiles, top performing coupons and recent usage activity
Products → Coupon reports, on the Dashboard tab.

How to

  1. Open Products → Coupon reports.
  2. Pick a From date and To date and click Apply filters to look at a period. The clear icon resets them.
  3. Switch tabs for Usage details, Customer analysis or Booking reports.
  4. Click Export data or Export CSV to download a CSV. On the Dashboard, Export data downloads the full usage details.

The four tabs

TabWhat it shows
Dashboard Tiles for Total uses, Total savings, Unique customers and Average discount. Below them, your top performing coupons by usage, and the ten most recent uses.
Usage details Every time a code was applied: when, which code, the customer, the product, and the original amount, discount and final amount. Filter by coupon code, customer email and dates.
Customer analysis One row per customer: how often they used codes, their total and average savings, first and last use, and which codes. Also highlights your Top saver and Most frequent customer.
Booking reports Every booking that used a code, with its date, customer, product, coupon, pricing and status. Tiles total the bookings, revenue and discounts, and a breakdown shows how those bookings ended up by status.

One use, as recorded

original amount   €80.00
discount          −€16.00
final amount      €64.00

Reading the numbers

Total savings is the money your customers did not pay because of a code: the cost of your discounts. Set it against the bookings in Booking reports to judge whether a code is bringing in work you would not otherwise have had.

A high usage count from a small number of customers suggests a code is being reused. If that is not what you intended, edit the coupon and switch on Once per customer.

Looking at one code

On Customer analysis and Booking reports, choose a code under Filter by coupon and click Apply filter. The export then covers that code only.

The Coupon usage details report, with filters for code, customer email and dates over a table of every coupon use
Usage details: every time a code was applied.
Coupon reports come with online payments. If your plan does not include them, the sidebar shows Coupon reports with an Upgrade chip.

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