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How can I review reporting information?

How can I review reporting information?

A
Written by Arvind Krishnamoorthy
Updated over 2 years ago

As a gift sender, you can access a variety of reports about your gifting activity, which helps you to track gift redemptions, view the most popular gifts, and view the history of a gift from your recipient’s initial selection to the completed delivery.

Context

Depending on your role and requirements, you can use the reporting information in a variety of ways. For example, you may wish to access certain data to help with onboarding, training, or financial reporting.

We provide several key reports for day-to-day use, which include the following information:

Report type

Description

Activity report

Includes all relevant details about the gift invitations sent within the specified date range.

It also includes information about the unredeemed gift invitations, and any gift invitations that a sender has not yet finished.

Redemption report

Provides data on the gift invitations that your recipients have redeemed. It includes the recipients’ details, information about their gift, and the date and timestamp of when they redeemed. It also includes links to tracking information.

Happiness Check report

Displays your gift recipients’ feedback about their gifting experience, the gift senders’ details, and the gift reason.

Steps

  1. From the ‘Homepage’, choose ‘Reports’.

  2. In the list, select the activity type for your report.

  3. In the calendar, select the relevant date range.

  4. Download the report.

  5. Go to your ‘Downloads’ folder to access the file.

Tip: We recommend using Microsoft Excel or Apple Numbers to open your report file.

Result

You’ve downloaded the relevant report for the specified date range and you’ve reviewed the data, as required.

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