Overview of Key Reports

There are eight main reports on the 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:

Activity Report

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

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

For Campaign Activity, this filters the Activity report so that only campaign requests are included in the dat

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

The Activity Report (and these further filtered reports) contain gift requests 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.

Inventory Report

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

Happiness Checks

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 request, what campaign it belongs to, the recipient’s details, the requester’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

For a detailed tutorial, see our video training below:

Reporting Definitions

Reference

- The unique reference identifier for this specific gift request.

Campaign

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

Campaign type

- This details whether the relevant campaign was either Invitational or Surprise & Delight.

Created at

- The date and time at which the request was created by the requester.

Last updated at

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

Submitted at

- The date and time at which the request was (successfully) submitted by the requester.

Invite opened at

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

Invite clicked at

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

Invite bounced at

- The date and time at which the invitation email bounced.

Reminder opened at

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

Reminder clicked at

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

Reminder bounced at

- The date and time at which the reminder email bounced.

Redeemed at

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

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

Dispatched at

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

Completed at

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

Failed at

- The date and time at which the request was failed.

Referred at

- The date and time at which the request was referred.

Requester email

- The email address of the user who made the gift request.

Requester name

- The name of the user who made the gift request.

Creator email

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

Creator name

- The name of the user who created the gift request on the platform.

Team

- The team to which the requester belongs.

Office location

- The office from which the requester made the gift request.

Office region

- The region from which the requester made the gift request.

Gift reason

- The reason for which this gift request was sent.

Event

- The event to which this gift request relates (where relevant).

Case ticket number

- The case ticket number for this request (where relevant).

Social media URL

- The URL to any supporting social media (where relevant).

Recipient name

- The name of the gift recipient.

Recipient email

- The email address of the recipient.

Recipient user ID

- The unique user ID of the recipient (where relevant).

Agent input recipient country

- The recipient’s country as entered by the agent.

Agent input recipient region

- The recipient’s region as entered by the agent.

Recipient input country

- The recipient’s country as entered by the recipient.

Recipient input region

- The recipient’s region as entered by the recipient.

Status

-The current status of the gift request

Pending submission

- The request has not yet been finally submitted.

Referred

-The request has been referred.

Abandoned

-If an agent doesn’t finish a gift request within 3 days of starting it, the system will automatically clean it up by changing its state to abandoned.

Cancelled

-The request was cancelled before or after submission.

Failed

-Request failed.

Awaiting redemption

-The invitation has been sent to the recipient and is awaiting their redemption.

In transit

-The gift is on its way.

Delivered

-The gift has been delivered to the recipient.

Detailed Status

-More detailed information on the status of the request

Requester setup

The stages that the request progresses through before final submission by the requester.

Recipient redemption

The stage that the request progresses through before final redemption by the recipient.

Shipping process

Once the recipient chooses their gift and confirms their delivery address, the gift order is confirmed with our warehouse and logistics systems, and will pass through a number of logistics statuses on its journey to being delivered at the recipient’s address.