Filtering the Promotions by Tag Report

To get the exact information you need, you can apply filters to the report. To set up a filter, select one or more filtering options. Once the filter is set up, at the bottom of the filter section, click the Refresh button to display the report data by the filter criteria.

The report provides the following filtering and sorting options:

• Date: Specify the period you are interested in manually using the calendar or use one of the available filtering options, and then click Refresh There are the following filtering periods available:
• Yesterday
• Current Month
• Current Quarter
• Current Year
• Last Month
• Last Quarter
• Last Year
• Last 12 Months
• advanced: Click the advanced button, select one several filtering options you want, and then click[ Refresh. There are the following advanced filtering options available:
• Subtotal By. Select one of the following subtotal options, if you want to break-down the report results further:
• Common (Station)
• Station Tags
• Item Tags
• Station Included: Select the stations you want to view the report for.
• Filter by Station Tags: Use this option to filter the report data by tags assigned to stations. The generated report will contain data only for those stations to which the selected tags are assigned.
  To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags.
• Filter by Item Tags: Use this option to filter the report data by tags assigned to items. The generated report will contain data only for those items to which the selected tags are assigned.
  To select tags by which the report data must be filtered, expand the tags tree and select the check boxes next to the necessary tags. You can filter the report data by root tags and tags of the lower level in the tags hierarchy. You can also create a combined filter by selecting different root and child tags.
• Filter By Promotions: Select the promotions you want. For more information, see Filtering the Report's Data by Promotions.
• Sort by. Select the order of the report columns you want. Select the Ascending or Descending option for the corresponding type of filtering.

Press CTRL to select several items at a time.
Select the Show Only option to view only the information for the selected items, and Show All Except to view the information for all the items except the selected ones.

Filtering the Report's Data by Promotions

To filter the report's data by promotions:

1. Click Advanced > Filter By Promotions.
2. In the Promotions filter, click Find.

   
   Result: The Promotions list opens.

3. In the Promotions list:
1. Make sure the Find option is selected.
2. In the Field list, select the promotion parameter by which you want to find your promotions in the list.
3. Select the search operator.
4. Enter the search value, if any.
5. Click Find.
   Result: All promotions that match the search criteria are displayed in the list.
6. Select the promotions you want to add to the report's filter.
7. Click the Add all to List button.

   
   Result: All promotions found in the Promotions list are added to the Filter By Promotions filter to the report.

   

4. In the Promotions by Tag report:
1. In the Filter By Promotion field, select the promotions by which you want to filter the report's data.
2. Select other filters, if needed.
3. Click Refresh.
   Result: The report's data is filtered in accordance with the specified filtering criteria.