There are several reports available to download through the gift platform, all of which provide different lenses on the same data. Each of these reports is designed to be helpful for different roles and requirements (e.g., financial reporting, training, onboarding etc.). All of the reports (except for the Inventory report) can be time-bounded, using a date range, to filter the data further.

The key reports for day-to-day use are:

This is the largest report on the platform – it’s essentially unfiltered apart from the date range. It includes all relevant details about gift orders started within the date range, including all unredeemed gift orders, as well as those that have not been fully completed by the sender.

This report acts as a base for all of the following reports:

For Delivery, Dispatch and Redemption reports, these also filter the Activity report so that only orders that have been delivered, dispatched or redeemed are included.

The Activity Report (and these further filtered reports) contain gift orders across the full range of progress statuses, broken down into a number of column headings. A detailed breakdown of all of these headings and statuses can be found at the bottom of this page.

The inventory report shows the details of all physical gifts that are available on the platform. Each gift is listed along with its SKU, some categorisation information, prices in various currencies, and a breakdown of current stock holding across the relevant warehouses. Note that start and end dates aren’t available for this.

This report can be used for to track and analyse stock movements, but there is also a page in the Management section that presents a more visual version of this same information under Admin > Stock Dashboards

This report details the feedback provided by recipients on their gifting experience. It shows us when the feedback was received, the reference number and reason behind the order, what campaign it belongs to, the recipient’s details, the order's details, as well as everything that is collected in the Happiness Check interaction itself. This includes whether the feedback was positive or negative, and the reason behind this score.

This same information is accessible in a more visual way, as well as with any accompanying photos, in the Management section under Admin > Feedback

The unique reference identifier for this specific gift order.

A campaign is a bulk dispatch/invitation of gifts for a specific reason. This column shows the name of the campaign that this order belongs to (where relevant).

The date and time at which the order was created by the sender.

The date and time at which the order was last updated on the platform.

The date and time at which the order was (successfully) submitted by the sender.

The date and time at which the invitation email was opened by the recipient.

The date and time at which the invitation email was clicked by the recipient.

The date and time at which the invitation email bounced.

The date and time at which the reminder email was opened by the recipient.

The date and time at which the reminder email was clicked by the recipient.

The date and time at which the reminder email bounced.

The date and time at which the gift was redeemed by the recipient.

Please note that this does not apply for Surprise & Delight campaigns.

The date and time at which the gift was dispatched from the warehouse.

The date and time at which the gift order was completed, i.e. delivered to the recipient)

The date and time at which the delivery failed.

The email address of the user who made the gift order.

The name of the user who made the gift order.

The email address of the user who created the gift order on the platform.

The name of the user who created the gift order on the platform.

The team to which the sender belongs.

The name of the gift recipient.

The email address of the recipient.

The recipient’s country as entered by the recipient.

The current status of the gift order

More detailed information on the status of the gift order