There are two types of reports. Voucher Orders & Vouchers
1. Voucher Orders: Lists the voucher order transactions
2. Vouchers: Lists each individual voucher sold
1. Voucher Orders
In this report you will see:
- Voucher ID*
- Sent**
- Cancelled**
- Refunded**
- Transaction Date*
- First Name*
- Surname*
- Value of the order*
* You can sort these columns by ascending/descending order
** You can filter these columns by clicking on the icon
Exporting a Report
To pull a report, click on the filter icon on the column(s) you want to filter and click the Export button to download a report.
- The report can be downloaded in XLSX (excel) | CSV | PDF
- You can choose one / multiple / all columns to pull into the report
How to view a voucher order
By clicking on the 3 horizontal dots on the right, you will see three options
View
- Gives you a detailed view of the voucher order including; personal details, payment, voucher order information and a log of transactions relating to that order
- You can cancel the voucher using the cancel voucher order button on the top right
- Using the 3 horizontal dots under Log - you can View | View the pdf | Re-send the voucher
- Gives an overview of the voucher order
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- You can cancel the voucher order.
- Note that the option to refund a voucher can only be enabled if supported by your payment provider
2. Vouchers
In this report you will see:
- Voucher ID*
- Fully redeemed
- Partially redeemed
- Expired
- Cancelled
- Transaction Date*
- First Name*
- Surname*
- Value remaining*
- Last Redeemed Date*
* You can sort these columns by ascending/descending order
Exporting a Report
To pull a report, click on the filter icon on the column(s) you want to filter and click the Export button to download a report.
Click the Export button to download a report.
- The report can be downloaded in XLSX (excel) | CSV | PDF
- You can choose one / multiple / all columns to pull into the report
How to view details of a voucher
By clicking on the 3 horizontal dots on the right, you will see 3 options
View
- Gives you a detailed view of the voucher order including; personal details, voucher details and a log of the transactions relating to that order
- You can manually redeem the voucher using the manually redeem order button on the top right
- Under Log, using the 3 horizontal dots - you can View | View the pdf | Re-send the voucher
Quick View
- Gives an overview of the voucher order
Manually Redeem
- Allows you to manually redeem value from the voucher
