Promotion Details Report

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The Insights menu and Standard Reports or Reports Overview sub-menu are only visible if you have the correct permissions to access reports.

The Promotion Details report lets you analyze campaign and promotion effectiveness across time. It provides a detailed view of all promotion activities and a measurement of performance by the top 10 offer codes. It also lets you create a customized report to analyze campaign and promotion effectiveness across various reporting periods.

For a selected period and business unit, you can view vendor-funded or non-vendor-funded offers (or all), the promotion audience (such as mass, targeted, or all), rewards type (such as threshold, points per unit, multiplier, or all), offer codes and descriptions, reporting identifiers, related event IDs, KPIs, additional information for Load to Card or frequency offers, and referrals.

The report also lets you filter by top offer metrics across several categories and isolate the share of top 10 offers in the overall mix, along with associated costs and market shares.

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For more information about specific metrics within this report, see the Loyalty Product Reporting Training Handbook available from your Exchange Solutions representative.

Access, manage, filter, and use controls for the report

Access the Promotion Details report

Navigate to Insights > Reports Overview > Standard Reports.
Depending on the Console interface you're using, click either Promotion Details or Promotion > Promotion Details. The Promotion Details report is displayed.

To use the controls on the bottom toolbar, refer to the Common Controls for Reports topic.

To view definitions of terms and usage notes, hover over the logo in the upper left corner of the report. The definitions and notes appear in a popup window.

Filter results in the Promotion Details report

Access the Promotion Details report as described above, then go to the filter section at the top. Select one or more filter options to refine the data presented.
Select a value from the Year and PTD Filter dropdown. The default is PTD (Program to Date), meaning all metrics since the program began. Alternatively, select one or more specific years and click Apply.
Select the Period Type to view the report for different periods, such as Fiscal Week or Program to Date. The default is Program to Date. The desired date elements can be selected from the Period Value filter.
Choose the Period Value. The available weeks or other time dimensions depend on the Period Type selection. The report updates to show data for the selected period. Up to 24 values may be available in this list.
Choose the Display Date. If the display date differs from when the offer began, select it here to include offers displayed before their start date.
Select the Promo Start Date and Promo End Date — the dates on which the offer began and ended.
Select the Business Unit. If there is more than one business unit or division, use this filter to specify which to include in the report.
Choose whether the offer was Vendor Funded to filter to offers funded by a product vendor.
Set the Event ID — the identifier for a particular event associated with offers. If no event ID applies to the offers being searched, set this to Null.
Choose the Promo Audience. Depending on the offers generated, options may include Static Targeting (members selected when the offer is published) or Dynamic Targeting (members targeted when the offer begins).
Choose whether to filter to referrals only (Yes) or non-referrals (No) using the Referral Program filter (if referrals are activated for your company).
Select the Reward Type. Options include All, Activity Offer, Adhoc Reward, Dollar Off, Multi Behavior, Multiplier, Percentage Off, Points Per Unit, Redeem, and Threshold. Choose All or one or more specific types.
Choose the Offer ID — select one or more to filter to specific offers identified by their offer IDs.
Choose the Offer Description — select one or more to filter to offers grouped by a particular description (for example, "Spend > $450, earn 4,000 bonus points").
Select the Reporting Identifier to filter to offers grouped by function. Examples include "Category Targeted," "Digital Personalized Offer," "Redemption Offer," and "Redemption Offer Targeted."
Choose whether an LTC is associated with the offer. The indicator applies to Load to Card offers and can be set to LTC, Non-LTC, or All.

The relevant metrics are shown at the bottom of the first section based on the selections made above.

Top 10 Offer Codes

The Top 10 section measures how effective the top 10 offers are compared to the rest of the offers using selected metrics.

To control the results in the Top 10 Offers section

Access the Promotion Details report as described above. Set the filters at the top of the page, then go to the Top 10 Offers section.
Choose the Select Dimension to organize results by Offer Description, Offer Code, or Report Identifier.
Choose the Select Top Metrics filter. Options include Completed Offer Txns (the number of transactions completed for each top offer), Promo Item Sales (sales generated through the top offers), Total Number of Items in Cart (average number of items in the cart per top offer), or Completed Txns $ Value (the value of completed transactions for each top offer).
Hover over any data point in the chart to view detailed metrics for that point in a popup window.