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Reports - Booking Coupons Report

Written by Andy Hornbeak

The Booking Coupons report lists the coupons and booking credits set up in the Booking module — their codes, the windows they are valid in, the limits placed on them, and how many times they have been used. It is how you see whether a promotion is actually working.

This article assumes you already know the basics of the Sharper reporting module — the Name, Token, Subtotal, column picker, and filter fields. For a full walkthrough of the reporting form itself, see the Sharper Reporting Reference Guide. This article only covers what's specific to the Coupons report.


Why This Report Matters

Coupons are easy to create and easy to forget. A code left enabled after a campaign ends keeps discounting, and a code that nobody redeems is usually a sign it never reached anyone rather than that the offer was unappealing. Use this report to:

  • See which codes are being redeemed and which are not

  • Find codes still enabled after their promotion has finished

  • Check the date windows and price limits on a code are what you intended

  • Separate ordinary coupons from booking credits


Four Pairs of Dates

This is the part of the report that most often confuses people. A coupon has several independent date windows, and they control different things:

Columns

What They Control

Start Date, End Date

The coupon's overall validity period

Creation Start Date, Creation End Date

When a booking must be made for the coupon to apply — the window the customer must book within

Bookable Start Date, Bookable End Date

When the booking must be for — the window the stay or activity itself must fall in

The creation window and the bookable window are not the same thing, and mixing them up is the usual reason a coupon "does not work." A shoulder-season offer normally has a creation window of now through next month and a bookable window covering the quiet period you are trying to fill. If a code is being rejected, check both windows and the overall Start and End dates before assuming there is a fault.


Building a Coupons Report

  1. Go to Reports → Booking → Coupons in the left sidebar.

  2. If a shipped report is close to what you need, use the ⋯ menu → Copy first — shipped reports can only be edited by the Sharper team.

  3. Otherwise click + New and give it a Name, such as "Coupon Performance."

  4. Add the columns below from the Available panel.

  5. Set Subtotal to Coupons Used if you want redemption totals.

  6. Click Save, then Get Report to run it.


Available Columns

Field

What It Shows

Coupon Code

The code the customer enters

Coupon Enabled

Whether the code is live. The first thing to check on a code that is not working, and the column to review when a campaign ends.

Is Booking Credit

Whether this is a booking credit rather than an ordinary discount coupon

Coupon Uses

How many times the code may be used

Coupons Used

How many times it actually has been. Read the two together — a code at its limit will stop working even though it is still enabled.

The six date columns

The three windows described above

Min Price, Max Price

The booking value range the coupon applies to. A minimum set too high is a common reason a code silently does not apply.

Concurrent Reservations

How many reservations may use the coupon at the same time

Customer Name, Cust Email, Cust Phone

The customer the coupon is tied to, where it was issued to a specific person

Cust Type, Cust Active

Customer classification and account status

Coupon ID

The internal record reference

Note: A blank Customer Name means the coupon is a general code anyone can use, rather than one issued to a named customer. Both kinds appear in this report, so include the column when you need to tell them apart.


Useful Filters

  • Codes still live after a campaign: Field Coupon Enabled set to Yes, And End Date operator < today.

  • Never redeemed: Field Coupons Used, operator =, value 0 — usually a distribution problem rather than an offer problem.

  • Fully used up: compare Coupons Used against Coupon Uses to find codes that have hit their limit.

  • Booking credits only: Field Is Booking Credit, set to Yes.

  • Currently valid codes: Field Coupon Enabled set to Yes, with Start Date and End Date spanning today.

  • One customer's coupons: Field Customer Name, set to the customer.

The first filter is the one worth running after every campaign — a forgotten live code quietly discounting bookings is a cost that does not show up anywhere obvious until someone goes looking.

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