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How do I report on promo code usage?

  • March 4, 2026
  • 0 replies
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Suli
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  • Community Manager

There may be instances where you'd like to provide reporting or data on promo code usage, such as in a report to the board or to cross-verify RSVPs with collected payment.

 

There are two different ways you can report on promo code usage - we'll go over both below.

 

Step 1: Use the "promo code" filter in Donor Management to generate a report on promo code use

 

9641637-How_do_I_report_on_promo_code_usage-Giving+Filter+-+Promo+Codes.png

 

By using this option, you can not only build a report on the use of a specific promo code, you can also select the option for "is present" from the second drop-down menu to report on the use of all promo codes that have been created.

 

Step 2: Export out a copy of your event's "Guest List" and review the "Promo Code" column

 

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The “Event Transaction Summary” report under “Reports” will include each transaction for a date range and event, along with the promo code used. This can be exported as a report or printed by using the “Export” button.

 

9641637-How_do_I_report_on_promo_code_usage-Export+Event+Transaction+Summary.png

 

 

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Not what you're looking for?

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