The Coupons report aggregates data from each coupon that is used during a specific date range. Because coupons are applied from the shopping cart, the report includes data from all redeemed coupons, regardless of order status. As a result, the report might include both projected and actual totals. The report can be filtered for a specific store view, time period, order status, and cart price rule.
In the following example, the coupon code “H20” was used by two customers. One of the orders is invoiced, but the other is still “pending.” The projected Sales Subtotal, Sales Discount, and Sales Total columns show the aggregated amounts from both orders, but only the actual invoiced order appears in the Subtotal, Discount, and Total columns. Each row in the report represents a single coupon promotion.
To run the report
On the Admin sidebar, click Reports. Then under Sales, choose Coupons.
If you have multiple store views, set Store View in the upper-left corner to establish the scope of the report.
To refresh the sales statistics for the day, click the “Last Updated” message at the top of the workspace. Then, click to check the Coupons checkbox and click Refresh.
To filter the data, do the following:
Coupon Report Filters
Set Date Used to one of the following:
- Order Created
- Order Updated
The Order Updated report is created in real-time, and does not require a refresh.
To define the period of time covered by the report, set Period to one of the following:
To define the date range of the report, enter the From and To dates in M/D/YY format.
To print a report for a specific order status, set Order Status to “Specified.” Then, choose the order status from the list.
To omit rows without data from the report, set Empty Rows to “No”.
To define coupon activity included in the report, do one of the following:
- To include all coupon activity from all price rules, set Cart Price Rule to “Any”.
- To include only activity related to a specific price rule, set Cart Price Rule to “Specified,” Then, select the cart price rule in the list.
When ready to run the report, click Show Report. The report appears at the bottom of the page.
|Date Used||Identifies the date field that is used as the basis of the report. Options:
Order Created: Generates the report based on the date the order was placed by the customer. To ensure that the most current data is included, click the link in the message to refresh statistics.
Order Updated: Generates the report based on the date orders were last updated. This report uses real-time data and does not require statistics to be refreshed.
|Period||Determines the type of date range that is used for the report. Options: Day / Month / Year|
|From||Indicates the first date in the range of order data that is included in the report.|
|To||Indicates the last date in the range of order data that is included in the report.|
|Order Status||Filters the report by order status. The report can be generated for all orders or can be limited to a specific order status. Options:
Any: Includes all orders regardless of status.
Specified: Includes only orders with the specified status. Canceled orders are not included in the report.
|Empty Rows||Determines if the report includes any rows of empty data that might be retrieved. Options: Yes / No|
|Cart Price Rules||Determines which coupon promotions are included in the report. Options:
Any: Includes order information for any coupon promotion that was used during the specified date range.
Specified: Includes only order information for the selected coupon promotion during the specified date range.
|Interval||Indicates the date range of coupon usage to be included in the report. The interval can be a specific day, month, or year, or range of dates. The interval date is formatted as in the following examples, according to the value set in Period setting**:
|Coupon Code||The Discount Code that is entered by customers in the shopping cart to receive the discount.|
|Price Rule||The name of the price rule that is associated with the coupon.|
|Uses||The number of times the coupon has been used during the date range specified for the report.|
|Sales Subtotal||The projected Subtotal from all orders that were placed with the coupon.
The Sales Subtotal represents the aggregated Subtotal from all qualifying orders and includes “Pending” sales orders that are not yet invoiced.
|Sales Discount||The projected Discount amount from all orders that were placed with the coupon.
The Discount represents the aggregated discount amount from all qualifying orders and includes “Pending” sales orders that are not yet invoiced.
|Sales Total||The projected Grand Total from all orders that were placed with the coupon. The Sales Total includes any shipping and handling fees, less the discount amount.
The Sales Total represents the aggregated Grand Total amount from all qualifying orders and includes “Pending” sales orders that are not yet invoiced. The value includes the Subtotal plus Shipping & Handling, less the Discount, plus Tax.
Calculated by: ((Subtotal + Shipping & Handling) - Discount) + Tax
|Subtotal||The aggregated Subtotal from all invoiced orders that used the coupon.|
|Discount||The aggregated Discount from all invoiced orders that used the coupon.|
|Total||The aggregated Order Total from all invoiced orders that used the coupon.|