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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 new marketing campaigns, these reports give you a comprehensive overview of your client base. In this article, you will learn how to use the customer gift vouchers report. For more information, see our help guide Introduction: Gift voucher reports.
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. To view this:
1
Go to reports and ensure you have the customer gift voucher details report selected from the dropdown and then select the date range.
2
Select 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 gift voucher templates in the dropdown.
3
The default for the report is to see all statuses, but you can also choose redeemed, deleted, active, not paid or expired.
4 To see your selections, click view report. You will see the following columns:
| 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 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. |