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Timely provides a powerful suite of client reports designed to help you understand your clientele and grow your business. From tracking new and returning clients to identifying a specific target audience for a new marketing campaign, these reports give you a comprehensive overview of your client base.
This article shows you how to use the Customer gift vouchers report:
Step by step instructions
The Customer Gift Vouchers report will show a list of customers with their issued gift vouchers and details of their redemptions made within a specified time period.
1Go to 'Reports' and ensure you have the 'Customer gift voucher details' report selected from the dropdown and then select the date range
2Select 'All Gift Vouchers' in the 'Gift voucher' dropdown to pull a list of all gift vouchers issued within that period. You can also select specific voucher templates in the dropdown. The default for the report is to see all statuses, but you can also choose Redeemed, Deleted, Active, Not Paid or Expired.
3To see your selections, click on 'View Report', then break down the columns in the report (see column descriptions below)
Customer shows the name and client profile of who purchased the voucher. This is also how the report is grouped and sorted by in ascending order
Gift Voucher shows the voucher template that was issued, whether that was a fixed amount or a custom amount.
Recipient is the person who is assigned to the voucher which means they may not have a client profile.
Status will highlight Not Paid in red if applicable or expired.
Code refers to the unique gift voucher code and the expiry date. If it says never, this means that the voucher has no expiry date.
Amount refers to the issuing amount. The amount only shows items from active invoices so if the invoice is in draft or doesn't exist, it will not show in this report. If a new invoice exists, such as a rewards vouchers, it will default to $0.
Redeemed shows the total value of redemptions in invoices for this voucher. Reminder, this is from Active invoices only, so if the sale has not been processed in Timely, it will not show in the redeemed column.
Outstanding is the total amount minus any redemptions. Due to some system limitations, some expired and rewards vouchers might skew the total outstanding amount. For a more more accurate outstanding balance, we recommend using the filter to show active vouchers only.