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Promotion Summary 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 Summary report contains two pages: Promotion Summary and Promotion Summary Details. Together they form one of three promotion reports (alongside Promotion Impact and Promotion Details) that track the results of sending promotions to loyalty program members.

The Promotion Summary page provides a summary view of all promotion transactions with completed offers during selected periods. The Promotion Summary Details page lets you create a customized report to analyze campaign and promotion effectiveness, broken down by various dimensions.

This report lets marketers discover, within a selected time period, whether members are engaging with their offers — including the total number targeted, the cost of promotional spend and points issuance, and the impact of offers on revenue (and whether they're creating lift). You can also determine the channels used for offer presentation and completion (such as email, digital app, or non-digital/flyer), where the offer was completed, audience groups (segment or cohort), and which offers were poor performers.

The report includes bonus promotions only (not base promotions).

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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 the Promotion Summary report​

  1. Navigate to Insights > Reports Overview > Standard Reports and click Promotion in the Name column.
  2. Depending on the Console interface you're using, click either Promotion > Promotion Summary or Promotion Summary > Promotion Summary. The Promotion Summary 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 KPI Summary section​

  1. Access the Promotion Summary report as described above, then go to the KPI Summary section.
  2. 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.
  3. 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.
  4. Set the Reporting Period Start Date — the start date for analysis in the report.
  5. Set the Reporting Period End Date — the end date for analysis in the report.

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

  1. Access the Promotion Summary report as described above, then go to the KPI Summary section.
  2. 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.
  3. 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.
  4. Set the Reporting Period Start Date — the start date for analysis in the report.
  5. Set the Reporting Period End Date — the end date for analysis in the report.

Charts are shown for four different comparative promotion metrics.

  1. Click Highlight Selected Item (the button appears when you hover over the upper right corner of the chart), then select a metric trend in the legend to view that trend and its associated values. Click the button again to return to the general view.
  1. To view specific metrics for a data point within the chart, hover over that point. The detailed metrics appear in a popup window.
  1. Click any selector (a lightbulb icon) in the Details By section to view detailed metrics for that selection and navigate to the Promotion Summary Details page. See the procedure below for more information.

View detailed metrics​

To view detailed metrics for a particular promotion dimension on the Promotion Summary Details page:

  1. Access the Promotion Summary report as described above, then go to the Details By section.
  2. Click a dimension — such as LTC Indicator (Load to Card), Offer Type, Promo Audience, Reporting Identifier, or All — to view a key metrics breakdown for that dimension at a more detailed level.
  1. After clicking a dimension, the report navigates automatically to the Promotion Summary Details page.
  2. Depending on your selection, an additional choice may be available in the Details By section at the top of the page to further refine your results. Once a selection is made, the associated dimension values appear in the KPI Summary section. As on the Promotion Summary page, you can set the Period Type, Period Value, Reporting Period Start Date, and Reporting Period End Date to further refine results.
  1. The Metric Comparison section provides a detailed comparison across time based on the selected metric and dimension. For example, if the KPI Summary section is filtered to show Activity Offer-Mass only, clicking Offer Completed Members updates the Metric Comparison table to list the number of members who completed offers by different offer types across time. The darker the color (blue), the greater the absolute value.
  1. To return to the Promotion Summary page, select >>> Go to Promotion Summary.
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