Reports – Gift Voucher
The Gift Voucher Report page provides visibility into gift voucher sales across the selected reporting period. It allows administrators to review voucher transactions, analyze purchase channels, monitor voucher distribution, and track total revenue generated from gift voucher sales.
Date Range Filter
Allows users to define the reporting period for gift voucher transactions.
Features
- Filter voucher sales by selected dates.
- Move between previous and next reporting periods.
- Refresh report results dynamically.
- Support historical sales analysis.
Purpose
Used to display voucher transactions within a selected timeframe.
Customer Filter
Allows voucher records to be filtered for a selected customer.
Features
- Search and select customer records.
- Display customer-related voucher purchases.
- Improve reporting accuracy.
- Simplify voucher tracking.
Purpose
Used to review voucher activity for specific customers.
Company Assign
Controls whether report results are displayed at company level.
Features
- Enable or disable company-level aggregation.
- Consolidate voucher reporting across locations.
- Improve multi-location reporting visibility.
Purpose
Used when reviewing voucher sales across the organization.
Export
Downloads the currently displayed gift voucher report.
Features
- Export filtered report data.
- Generate downloadable reports.
- Support financial reconciliation.
- Enable offline reporting.
Purpose
Creates an exportable version of voucher transaction data.
Gift Voucher Details
Displays detailed voucher transaction information.
Customer Name
Displays the customer associated with the voucher purchase.
Displays the customer email linked to the transaction.
Gift Code
Displays the generated voucher code used for redemption.
Card Type
Shows the type of voucher issued.
Examples:
- Physical
- Digital
Date
Displays the voucher purchase date.
Transaction Type
Displays how the voucher was purchased.
Examples:
- Online
- In-Store
Price
Displays the total voucher value.
Features
- Track voucher sales activity.
- Review voucher purchase methods.
- Monitor voucher distribution types.
- Analyze voucher revenue performance.
Grand Total
Displays the total revenue generated from voucher sales.
Features
- Calculates overall voucher sales value.
- Updates automatically when filters change.
- Provides a summarized financial overview.
Purpose
Helps evaluate overall gift voucher performance.
Best Practices
- Apply date filters before exporting reports.
- Review voucher types regularly.
- Monitor online and in-store purchase trends.
- Validate voucher totals during financial review.
- Export reports periodically for record keeping.