This article will guide you through creating a report summarizing the use of either all of or one of your promo codes.
Accessing Financial Reporting
1. Log in to your Member365 Administrator Dashboard.
2. On the top bar, click ‘Financial‘.
3. Click ‘Reports‘.
4. Click ‘Promo Code Report‘.
Creating a Promo Code Report
5. To generate a report summarizing the use of any and all promo codes, click ‘Export‘. To generate a report on a specific promo code, continue to the next step.
6. To select a specific promo code, scroll down and click its name.
7. On the next page, click ‘Export‘.
Congratulations, you have created a report on the use of one or all of your promo codes!