Overview

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Private Beta

Promo Reports is currently in Private Beta. To enable it for your account, contact your Customer Success Manager.

Reports is a centralized report builder that gives performance marketers, growth teams, and product managers complete visibility into the performance and distribution data for all promotions in one place. Reports are available across Promo Campaigns, Loyalty Wallets, and Partner Vouchers, all from a single interface.

Every distribution log, transaction record, error detail, and user-level audit trail is accessible in one place, exportable in the format and delivery channel you need, and schedulable to run automatically at regular intervals.

With Promo Reports, you can:

• Generate reports for any Promo module with module-specific filters
• Export reports via direct download or cloud storage, such as Amazon S3
• Schedule recurring reports to run daily or weekly
• Track the status of every report execution in real time
• Audit reward distributions at the user level for reconciliation and downstream analytics

The Reports list page is the central hub for all reports created in your account. It provides an at-a-glance view of every report's configuration, current status, and delivery details.

To access Promo Reports, go to Promotions > Reports. The page is organized into two tabs based on how frequently a report runs:

• One Time
• Recurring

One Time Reports

The One Time tab displays all single-run report exports.

Each row in the table represents one report and shows the following details:

Export Status

The following statuses indicate the current state of a one-time report:

You can click any report row to view its full configuration in read-only mode.

Download Report

To download a completed report as a CSV file directly from the Reports list, perform the following steps:

1. Locate the report row in the Report table and click the icon.
2. Click Save.

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Note

Reports with a Creating or Creation Failed status cannot be downloaded. The download option is available only for reports with a Created status.

Recurring Reports

The Recurring tab displays all scheduled reports that run automatically at a configured interval.

Each row shows the same columns as the One Time tab, with one additional column:

Export Status

The following statuses indicate the current state of a recurring report:

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Editing Recurring Report

Once a recurring report is created, you can not edit its configuration. To change the configurations, delete the existing recurring report and create a new one with the updated settings.

Create Report

To create a new report:

1. Go to Promotions > Reports and click Create Report.
2. Complete the two-step form:
   • Step 1: Setup
   • Step 2: Delivery

Step 1: Setup

The Setup step defines what data the report includes.

Configure the following fields:

• Name: Enter a descriptive name to identify this report. The name appears in the Reports list. Choose a name that makes the report easy to identify later. For example, July Reward Assignments.
• Promotion Type: Select the Promo module for which you want a report. For example, Loyalty Wallet. The promotion type you choose determines which report type appears in the fields that follow.
• Report Type: Select the specific type of report within the chosen category. The available options are updated dynamically based on the selected promotion type. For the complete list of report types per category, refer to Available Report Types.

After selecting a report type, additional fields appear to configure the report. The following filters may appear depending on the category and report type selected:

Step 2: Delivery

The Delivery step defines how the report is delivered and how often it runs.

• Delivery destination: Select how you want the completed report delivered. Three delivery methods are available:
  • Device Storage: The report is generated and made available for direct download from the Reports list page. No additional configuration is required.
  • Cloud Partner: The report is pushed directly to a connected cloud storage destination. Before selecting this option, ensure that the cloud storage integration is configured in Settings > Partner Settings. For Amazon S3 setup instructions, refer to Data Export to AWS S3.
  • Partner: Select the cloud storage provider. For example, Amazon S3.
    • Bucket: Select the configured storage bucket from the dropdown. Available buckets are fetched from the Partner Export configuration in Settings.
• Export Frequency: Select how often the report runs.
  • One Time: Runs the report once for the configured date range and does not repeat the same export. A date range selection is required.
  • Recurring: Schedules the report to run automatically at a defined interval. The following additional fields appear when Recurring is selected:
  • Interval: Select the recurrence frequency. For example, Daily or Weekly.
  • Delivery day: Select the day of the week the report should be delivered. For example, Monday through Sunday. This option appears only for a weekly interval. For example, to deliver a weekly wallet transaction summary to a business intelligence team's S3 bucket every Monday, select Recurring, set the Interval to Weekly, and set the Delivery day to Monday.

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Date Range for Recurring Reports

Recurring reports do not include a date range filter. The system automatically computes the data window based on the configured interval, that is the previous day for daily reports and the previous week for weekly reports.

Date Range

For one-time reports, select the data window the report should cover. The following preset options are available: Yesterday, Today, Past 7 days, Past week, Past 2 weeks, Past 3 weeks, Past month, Past 2 months, Past 3 months, and Custom range.

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Date Range Availability by Report Type

Not all report types support date filtering. For example, in Loyalty Wallet the users ledger summary report do not include a date range filter. For other report types, a date range selection is required when creating a one-time report.

Submit Report Configurations

After configuring both steps, click Export. A confirmation message Report export created appears.

The report appears on the Reports list page immediately, with a Creating status. The status transitions to Created or Creation Failed once processing is complete.

All report data is exported in the account's timezone. To verify or update the account timezone, go to Settings > Project.

Available Report Types

This section documents all available report types, the filters they support, and the applicable delivery methods and frequency options.

Loyalty Wallet

Loyalty Wallet reports provide a complete picture of wallet activity across your user base, from aggregate summaries to per-user transaction histories.

Partner Vouchers

Partner Voucher reports cover assignment and redemption for all configured partner voucher lists.

Promo Campaigns

Promo Campaign reports provide visibility into how campaigns are performing at the distribution level, meaning which users received rewards, which assignments failed, and why.

Report Constraints and Limits

The following constraints apply when generating reports. Understanding these limits helps in planning exports correctly.

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Date Range Limit and Export Format

The 3-month date range limit applies to transaction log reports only, such as Wallet Transactions and Reward Assignment. Other report types may have different or no date range constraints. For reports expected to exceed 1 million rows, for example, a high-volume wallet transaction export covering three months, the output is a ZIP file. Each CSV within the ZIP contains up to 1 million rows, split chronologically.

Report Delivery Matrix

Not all delivery methods and frequency options are available for every report type. The following table shows which combinations are supported:

FAQs

Find answers to the frequently asked questions for Promo Reports.

Can I edit a recurring report after it has been created?

Editing recurring reports is not available in the current release. To change the configuration, delete the existing recurring report and create a new one with the updated settings.

What happens when I delete a recurring report?

Deleting a recurring report permanently stops it from running. All future scheduled runs are canceled immediately. Reports already generated before deletion are not affected and remain accessible in the One Time tab.

What timezone does the report use for timestamps?

All timestamps in reports use the CleverTap account timezone. Ensure the account timezone is configured correctly before exporting historical data.

Why does my report show a Creation Failed status?

A report can fail due to data processing errors or system issues. Verify that the filters are configured correctly. For example, ensure the selected campaign, wallet, or coupon is still active or falls within the selected date range. If the issue persists, contact CleverTap Support with the report name and creation timestamp.

Can I download a delivered report to an S3 bucket from the Reports list?

One-time reports delivered via Partner Export are listed in the One Time tab with the status Created. However, the download icon on the list is only available for reports configured with the Download delivery method. To ensure a report is always downloadable from the Reports list, include Download as the delivery method when creating the report.

How many reports can I create?

There is no limit on the number of recurring reports.

Can I filter a Wallet Transactions report by a specific transaction source and type simultaneously?

Yes. The Transaction Source and Transaction Type filters are independent, and you can use them together. For example, selecting Promo Campaign as the source and Expired as the type returns only wallet points issued via promo campaigns that subsequently expired within the selected date range.

What is the difference between the Wallet Summary and the User Ledger Summary report?

The Wallet Summary report provides aggregate statistics for the entire wallet, such as total points issued, redeemed, expired, and outstanding, over a selected date range. The User Ledger Summary report provides a per-user breakdown of those figures, showing each user's balance and transaction totals.

Can I run a Promo Reports export outside of the CleverTap dashboard?

Promo Reports are created and managed through the CleverTap dashboard. For automated delivery to cloud storage, use the Partner Export delivery method with a Recurring frequency to push reports to Amazon S3, Google Cloud Storage, or Azure Blob Storage without manual intervention.

Who can create and view Promo Reports?

Promo Reports follows role-based access control (RBAC). Users with write access can create reports and configure delivery settings. Users with read access can view the Reports list and open any report to review its configuration, but cannot create new reports or modify existing ones.