Access reports
To access reports, follow the steps below:
Navigate to Reporting, then select Reports.
Select a report from the drop-down menu.
Set the report parameters to refine the data search, then select either:
Export Report to download a report in CSV format.
Run Report to view on screen.
Reports
Available reports include:
Sales Summary: Use this report to view voucher sales, delivery fees, revenue summary, discounts applied and payment summary for all GuestVoucher sales.
Voucher Sales Summary Report: Use this report to view sales by voucher type, delivery charges, discounts, and payment summary for all GuestVoucher sales.
Voucher Sales Detail Report: Use this report to see a detailed breakdown by report types and voucher names. This will show you a full list of all vouchers sold.
Voucher Redemption Report: This can be refined to report per site. Use this report to view vouchers by type, and a summary of how many vouchers have been sold and the redeemed values.
Voucher Redemption Details Report: Use this report to view voucher types, and a summary of how many vouchers were sold with a detailed breakdown per voucher.
Voucher Redemption List Report: Detailed list of all vouchers, including their code, exact redemption date and time, redemption site, and who this was redeemed by.
Monetary Voucher Liability Report: Shows current liability for monetary vouchers. This report will not show forecasts of projected liability, only the current position.
Tax Liability Report: Use this report to view tax rates used, sales tax and redemption tax shown.
Refunds Report: Details refunded vouchers, with order reference and value.
Outstanding Vouchers Report: Displays vouchers outstanding as of a selected date/time.
Expired Vouchers Report: Lists vouchers that have already expired within a chosen period. Expired vouchers cannot be reinstated.
Expiring Vouchers Report: Use future dates in this forecast report. Use this report to review vouchers that are soon to expire. Voucher expiry dates can be updated as required.
Ryft Payments Report: Use this report to list RYFT payments completed within the selected time frame.
Ticket Sales Report: Use this report to review ticket sales for events.
Ticket Sales Detail Report: Use this report to review ticket sales with a detailed view per voucher.
Discount Report: Summary of the discounts used and the total amount discounted.
Discount Audit Report: Detailed report of the discounts used per order ID and the total discount amount.
Customer Contact Information Report: Please note that these customer records are the emails of customers who have processed orders with you, and their presence on this list does not mean that they have given consent to receive marketing communications. It is advised that you gain explicit permission from each contact before sending emails relating to anything not directly related to their transactions with you.
Liability Summary Report: Use this report to gain a summary of vouchers, along with their redeemed or expired values. Pre-sold vouchers are liabilities until redeemed or expired
Ticket Sales By Event Report: Events with vouchers can be created within the GuestVoucher back office. Use this report to show ticket sales per event.
Cross Company Redemptions Report: Use this report to review where vouchers are sold and then where they are redeemed across your properties.
Key considerations when using reports
Data Accuracy: Ensure correct date and time settings and site.
Revenue Mapping: Expired vouchers post to revenue centres based on PMS mapping.
Liability Management: Pre-sold vouchers are liabilities until redeemed or expired.
Comparing reports: Not all reports are directly comparible. Where reports are comparable, ensure date filters match exactly.
Best practice: Run reports at end-of-day for consistency.