Promotion Reports
Go to Reports > Promotions:
The 'Options' tab allows you to filter your promotions. If you are looking for all active promotions click 'Clear All' to remove any previous filters and then click 'Go':
On the 'Report' tab select all promotions you want to include by selecting the box to the left of their name. You can also click on the column headers to 'Select All' or Unselect All'.
Once all promotions you want included are selected click 'Export':
Choose your export Type: TurnLink Summary or select from your custom promotion Collateral if applicable.
Choose your export Type: TurnLink Summary or select from your custom promotion Collateral if applicable.
When 'TurnLink Summary' is selected you will have the following options:
- File Name
- Worksheets to Include:- Primary Group By:
- Details: details for all selected promotions
- Summary: list of all selected promotions
- Distributor Codes: individual tabs for each distributor DC involved with the promotion and the appropriate SKUs in those DCs
- Secondary Group and Sort By:
- Brand
- Month (Published)
- Top Level Folder
- One-Time and Ongoing Deals:
- Sort by Brand, Discount, Name
- Group by Brand [Sort by Name, Discount]
- One-Time Months to Include
- Split into 2 Worksheets
- Group on 1 Worksheet
- Distributor Code Worksheets:
Format:- Category Column:
- Promotion Code Report
- Promotion Order Form
- Promotion Order Form Condensed
- Do Not Include
- Top Level Folder
Once your selections have been made click 'Save' and your report will automatically download:
Click here for Promotion setup instructions.
Click here for details on viewing available promotions within a company overview.
Click here for details on viewing available promotions within a company overview.