Marketing Reports
      Back to home
      1. INTERNAL - Bepoz Help Guides
      2. End-User | Pricing, Marketing, Promotions & Accounts
      3. Marketing Reports

      1 | View Vouchers Issued Report

      This article outlines the "View Voucher Issued" Report and its configuration options in BackOffice. This alone has tremendous Marketing implications as it reports on the Vouchers that have been issued, yet remain unclaimed. This can also be used to examine the total Amount Left of certain Voucher Types - e.g., Gift Vouchers. The View Vouchers Issued report or "Vouchers Given" report provides a platform for viewing, sorting, editing Vouchers that have been issued throughout the Organization.

      This article outlines the "View Voucher Issued" Report and its configuration options in BackOffice.

      This alone has tremendous Marketing implications as it reports on the Vouchers that have been issued, yet remain unclaimed. This can also be used to examine the total Amount Left of certain Voucher Types - e.g., Gift Vouchers.

      The View Vouchers Issued report or "Vouchers Given" report provides a platform for viewing, sorting, & editing Vouchers that have been issued throughout the Organization. Reporting options allow for reporting on the desired Voucher Type and the desired Reporting Period. Additionally, choose whether or not to report all Vouchers issued or only Unclaimed Vouchers. The Standard View for this Report includes information such as the Voucher ID, Issued Date, Voucher Name, Amount Issued, Amount Left, Used Value, Expiry Date, etc.

      Prerequisites
      • For an Operator to have access to Marketing Reports, including the View Vouchers Issued Report, they must have the Allow Marketing Reports flag enabled
      • This flag can be found within Operator Maintenance  on the Reporting tab and within the Sales Reports section
      • If this flag is not enabled, the Operator will not have the ability to access the View Vouchers Issued Report

      Accessing the Report
      • To locate the View Vouchers Issued Report, after logging into BackOffice, navigate to the side menu where Marketing Reports can be located (assuming that the logged-in Operator has above-mentioned flag enabled)
      • After expanding the Marketing Reports menu, the View Vouchers Issued Report will be available for selection
      • Select the desired Reporting Options (see below for details) and then click the Display/Refresh button to run the Report

      Report Options
       

       

      Option

      Description

      Visual (if applicable)
      Type
      • The Type drop-down will replicate the Voucher Name list from the System's Voucher Setup & allows for selection of a specific Voucher Name as has been set up in the system and currently exists
        • Any Voucher Setup that has been deleted will not be available for selection from this drop-down
      • Alternatively, select 'All' to view all Voucher Names

       

       
      Select by Period & Display Period
      • When the Select by Period radial is selected as opposed to the Select by Shift radial, the Reporting Period option will be a Display Period drop-down offering the standard BackOffice options of available Periods
      • With the Select by Period option chosen, select the desired Display Period for reporting

       

       
      Select by Shift
      • When the Select by Shift radial is selected as opposed to the Select by Period radial, the Reporting Period will allow for setting a Date/Shift range From and To
      • With the Select by Shift option chosen, set the desired DateFrom, Shift From, DateTo, and ShiftTo for reporting

       

       
      Only Unclaimed Vouchers
      • Enabling the Only Unclaimed Vouchers flag will only display Vouchers in the Report that have not yet been claimed in the system
      • With this flag disabled, all claimed Vouchers will also report
      		  

       

      Standard View

      • The Vouchers Given Report has a Standard View that is unique to this Report
        • Alternatively, additional Views can be added by selecting the View icon and completing the normal procedure for Adding and/or Editing Views
      • The Standard View contains the following columns:
        • Voucher ID
        • Issued Date
        • Voucher Name
        • Lookup which is the lookup number for the Voucher
        • StopRedeems which refers to whether or not the Stop Any Redeem flag has been enabled for the Voucher
        • Unlimited Use which only applies to certain Voucher Types and refers to whether or not the Unlimited Use flag has been enabled in the Voucher Setup
        • Amount Issued which is the original monetary amount of the Voucher
        • Amount Left which is the remaining monetary value left on the Voucher if it has been partially redeemed
        • Used Count
        • Used Value
        • Date Expiry
        • Last Used Date
        • Account Number which is only applicable if the Voucher has been issued to a specific Account
      Report-Specific Header Buttons
      • There are three (3) header buttons not typically included in the header which are available in the Vouchers Given tab

      Edit Voucher
      • With a Voucher highlighted in the Report, select the Edit Voucher button to open a Voucher Details window and optionally edit the available fields

       

      Reprint Voucher
      • With a Voucher highlighted in the Report, select the Reprint Voucher button to print the Voucher via an available Printer
      • After clicking the button, a Printer List will open displaying available Printers
        • After selecting an available Printer, another window will open for selecting an available Voucher Format
      Voucher Transactions
      • With a Voucher highlighted in the Report, select the Voucher Transactions button to open a Transaction Journal specific to the highlighted Voucher