Gifted - Reports

Gifted - Reports

⏱ Estimated time: 3 minutes
👤 Role: General Managers, Finance Teams, Marketing Managers, Front Desk & Operations Teams

What you'll learn:

  1. The specific purpose and data included in each available report within the Gifted platform.
  2. How to generate and download reports for your property.
  3. Understanding how to handle voucher, redemption, finance, and liability data.

When should I use this?

Use the reporting suite whenever you need to extract data for financial reconciliation, VAT reporting, marketing campaigns, or operational tracking. The platform provides several specialized reports to ensure every department gets the exact voucher data they need without unnecessary clutter.

Key Logic: Reports are generated on-demand to ensure you are always working with real-time voucher and transfer data. All reports are exported in CSV format, which is compatible with Excel, Google Sheets, and most accounting software.

Before you start:

  1. Identify which report matches your current goal (e.g., use the Customer Report for marketing, but the Finance or Transfer Report for accounting).
  2. Ensure you have the appropriate access permissions to the Gifted dashboard.
  3. Have your target date range in mind before generating the export.

Report Directory

Report Type

Best For...

Key Information Included

Sold Voucher Report

Sales Tracking

Detailed breakdown of all gift vouchers purchased within a chosen date range.

Redeemed Report

Daily Operations

Logs all vouchers that have been redeemed at your property to verify usage.

Customer Report

Marketing

Guest contact details for marketing campaigns (filtered by marketing consent).

Finance Report

Reconciliation

Detailed breakdown of voucher revenue, payment status, and tax/VAT amounts.

Expired Report

Revenue Audits

Tracks unused vouchers past their validity date to handle breakage accounting.

Extended Report

Customer Care

Audit log of all vouchers that have had their expiration dates manually extended.

Liability Report

Financial Audits

Shows active, unredeemed voucher value representing outstanding financial liability.

Online Redemption Report

Ecommerce Audit

Tracks vouchers redeemed directly online rather than on-site at the property.

Transfer Report

Banking

Explains automated bank payouts, transfer amounts, and net payout calculations.

Step-by-Step Instructions

1.Access the Reporting Menu:

  1. Log in to the Gifted platform.
  2. In the main navigation menu, click on Reports.

2.Configure Your Report:

  1. Select the specific Report Type you wish to run from the available directory.
  2. Define your Date Range (Start Date and End Date).
  3. Adjust any additional filters (such as voucher categories or redemption status) if applicable.
  4. Click the Generate Report button.

3.Download the Data:

  1. Once processed, scroll down to the Generated Reports section.
  2. Locate your requested report at the top of the list.
  3. Click the Download CSV link to save the file to your device.

Best Practice & Compliance

  1. The Marketing Data Rule: To remain fully compliant with GDPR and privacy laws, always use the Customer Report for marketing exports. Other operational reports contain transactional contact details for voucher buyers/recipients who may not have opted in to promotional communications.

Important Notices

  1. VAT & Tax Handling: Ensure you check the VAT breakdown column in the Finance Report when filing taxes. Single-purpose and multi-purpose vouchers may carry different VAT treatment depending on your local jurisdiction.
  2. Understanding Transfer Reports: Your Transfer Report outlines bank payouts. It details total gross voucher sales minus platform/processing fees, matching the net funds deposited directly into your bank account.
  3. File Handling: CSV files are exported in plain text. When opening in Excel or Google Sheets, check that currency symbols, date formats, and long numeric voucher codes display correctly according to your regional spreadsheet settings.