The Insights Promotion Redemption report is an extension of the Promotion Redemption report located directly in Mariana Tek. The Insights version gives you a breakdown by Location and Broker.
This report is useful for:
Display the total order amount and the amount discounted
Utilize customizable filters like Location, Employee, or Date for a clear view
Accessing the Report
Navigate to Insights.
Your user must have permission for Insights to access the Insights Promotion Redemption report.
On the Insights left panel, navigate to Business Exposure > Bill on Start Memberships.
Use the Filters to select a date range, Location, Promotion, Product Type, and Order Status.
Understanding the Report
Location: The location where the Promotion was redeemed
Each Location can be expanded to view all Brokers from that Location
Broker Name
Each Broker can be expanded to view all Promotions redeemed by that Broker
If the name is the same as the Customer Name, the person purchased it from the app or website.
If the name is different, this means an Employee processed the transaction for the Membership.
Order Total (including tax): The amount of the Order for the Location or Broker.
Discount Amount: The amount discounted on the Order for the Location or Broker.