This guide shows you how to use the Period report in the effectmanager Promotion report module.
This guide is only of relevance if you have the online Promotion reports module in effectmanager.
The Promotion Period Report is used to provide you with an overview of all promotions for a specific period including leaflet photos.
If you need a guide that shows you how to upload leaflet photos in effectmanager, please see our guide How to upload leaflet pictures from Tilbudsdata
The Period Report contains promotions finance of the chains based on your filtering selections. At the bottom of the report, the chain finance is summed up in a table report. By expanding the rows under each chain, you can see the promotion finance for each promotion type.
If you need a guide that shows you how promotion KPIs are calculated, please see our guides, KPI Calculations - Sales Out or KPI Calculations - Sales In
👍Pro-Tip: Exporting the Period Report to PDF provides you with a great report for showing customers the most important promotion KPIs for each promotion per chain.
In the example below, I have selected Coop from 06/01-2020 to 29/02-2020.
In the report, I get both a promotion box overview and a table report which sums the data.
See the difference on a promotion where I have uploaded Leaflet picture, and where there are no Leaflet pictures.
Period reports can be exported to PowerPoint and PDF by pressing the icons at the bottom of the report.
You also have the option to Schedule Reports for automatic send-out to yourself, your Key Account Managers or others.
If you need a guide that shows you how to schedule reports in effectmanager, please see our guide How to schedule a task/report in effectmanager