Gifted | Outstanding voucher report
Here is how to produce a report of all active vouchers that can still be redeemed in Gifted.
Process:
Log on to your Gifted platform.
Click ‘Reports’ on the left-hand side.
On the left, under 'Vouchers' select the 'Sold' option.
When selecting dates the 'To date' must be todays date, please set the 'From date' back six months + your voucher validity period tto cover any extended validity.
- Run the Sold report 3 times with status filters set to:
- Active
- Partially Redeemed
- Complimentary
- Combine them all in a spreadsheet of your choice
- Filter the expiry columns A-Z , and remove any that have expired ( this will include some partially redeemed vouchers/complimentary vouchers that have expired )
- Check the report for any duplications.
You will now have a report that reflects all vouchers that can still be redeemed in Gifted.
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