Opening the Promotions by Tag Report

You can open report in either of the following ways:

• Go to Reports > Store > Sales > Promotions by Tag.
• Go to Reports > Price Book > Promotions > Promotions by Tag.

The Promotions by Tag report can be opened at any level: account, company, division, or station. For more information, see Viewing Reports.

Once the report opens, it doesn't display any data as no report filters are applied.

To view the report data, do either of the following:

• Open the report with default filters.
• Open the report with custom filters.

Opening the Report with Default Filters

To generate the report with the default filters, click Refresh.

The following default filters will be applied to the report:

• Period: One month before the current date.

For example

If the current date is 31 January 2020, then the report default period starts on 31 December 2019 and ends on 31 January 2020.

• Filter by Promotions: All promotions.

Opening the Report with Custom Filters

To generate the report with custom filters:

1. At the top right of the report, click Advanced.
2. Select the filters you need. For details, see Filtering and Sorting Report Data.
3. Click Refresh.