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How to Report on Discount Codes: https://help.pm.leapevent.tech/a/1748064
If you use Discount Codes, then it makes sense that you'll want to see how many patrons took advantage of your deals! You may also wish to make sure that limitations are being enforced appropriately. So how can you do this?
With reporting, of course!
In this article, we'll show you two different ways to report on Discount Codes:
- Using a custom report
- Using our add-on package
Are you ready? Let's get reporting!
Reporting on Discount Codes using a Custom Report
If you're looking for a general overview of what Discount Codes were used and how many times they were used, then you can use a custom report from the Reports tab to find this information.
Main Discount Report
We've got a pre-built report to help you find this information on Discount Code usage called the Main Discount Report.
1. Go to the Reports tab
2. Click All Reports
3. Find and select Main Discount Report
No worries! We'll just build it from scratch. This should only take 5-10 minutes.
While these steps will show you how to build a report to mimic the Main Discount Report, you can adjust it to fit your needs!
3.1. Click New Report
3.2. Click All
3.3. Find and select Ticket Orders and Ticket Order Items
3.4. Click Start Report
3.5. In the Filters pane, adjust the pre-set filters
Set them to:
- Show Me All ticket orders
- Created Date All Time
3.6. Add some filters
Specifically:
- Order Status equals To Be Qualified, Complete
- Discount Code: Name not equal to ""
- Status not equal to Deleted
3.7. In the Outline pane, set some Group Rows
You'll want to add them in this order:
- Ticketable Event: Name
- Ticket Price Level: Name
- Ticket Allocation
3.8. Remove the Ticket Order Item Column
Since this won't provide us much information, we'll remove this for now. You can always add it back in, if you wish!
3.9. Add the following Columns
- First Name
- Last Name
- Item Detail
- Quantity
- Unit Price
- Subtotal
- Discount Total
- Fees
- Order Item Total
- Delivery Fee
3.10. Add a Summary Formula
3.11. Set up the Tickets Total Summary-Level Formula Column
- Column Name: Tickets Total
- Formula Output Type: Currency
- Decimal Points: 2
-
Formula: Copy and paste:
PatronTicket__TicketOrderItem__c.PatronTicket__OrderItemTotal__c:SUM +PatronTicket__TicketOrder__c.PatronTicket__ShippingFee__c:SUM - PatronTicket__TicketOrderItem__c.PatronTicket__Fees__c:SUM - Apply
3.12. Add another Summary Formula
3.13. Set up the Total Without Discount Summary-Level Formula Column
- Column Name: Total Without Discount
- Formula Output Type: Currency
- Decimal Points: 2
-
Formula: Copy and paste:
PatronTicket__TicketOrderItem__c.PatronTicket__OrderItemTotal__c:SUM +PatronTicket__TicketOrder__c.PatronTicket__ShippingFee__c:SUM - PatronTicket__TicketOrderItem__c.PatronTicket__Fees__c:SUM-PatronTicket__TicketOrderItem__c.PatronTicket__DiscountTotal__c:SUM - Apply
3.14. Save & Run
3.15. Save the Report
- Report Name: Main Discount Report
- Folder: PatronTicket Reports 3.0
- Save
Reporting on Discount Codes using our Add-on Package
If you're looking for a more in-depth report that shows which Discount Codes were used along with how much money has been discounted using these Discount Codes, you'll want to install the PatronManager Ticket Reporting Add-ons Package.
Hop on over here for full instructions to install this package.