The Reports module provides detailed analytics covering users, teams, campaigns, gifts, finances, and inventory operations. This documentation outlines the data available in each report tab and guides on how to use them to optimize workplace gifting and operational processes. Insert a relevant screenshot for each section after uploading.
Gifting
Teams Stats
This section offers a consolidated view of team-based gifting performance.
Users can:
- Analyze the total number of gifts sent by each team, their overall spending, and average gift cost.
- Compare delivery channels, including Gift Invite, Giveaway, Automated, and Direct campaigns.
- Filter data by delivery date to monitor trends over time.
Users Stats
The Users Stats report allows monitoring of individual user activity and efficiency.
Users can:
- View each user's total gifts sent, total spend, and their average gift expenditure.
- Identify which gifting campaign each user prefers.
Campaigns Stats
Campaigns Stats helps track and compare the success of different gifting campaigns.
Users can:
- Review all campaigns by name, owner, number of gifts sent, and cumulative/average gift cost.
- Understand which campaign types are most effective, including Gift Invite and Giveaway.
- Filter and download data for external analysis.
Gifts Stats
This report displays detailed statistics on specific gifts offered through the platform.
Users can:
- See the total quantity sent and the corresponding monetary value for each gift item.
- Evaluate which gifts are popular across different delivery methods.
- Analyze trends by time intervals and export results.
Campaign Progress
Tracks the status of gift delivery for each campaign, supporting effective follow-up and management.
Features include:
- Recipient enrollment, gifts in progress, delivery numbers.
- Campaign owner and type.
- Data export and filtering by date.
Gift Invite Acceptance Rate
Helps improve campaign efficiency by tracking recipient responses to gift invites.
Includes:
- Totals for sent, accepted, expired, rejected, and cancelled invites.
- Email open and click rates.
- Calculated acceptance rates by campaign.
Gift Categories Stats
Breaks down gifting activity by category to analyze preferences and budget allocation.
Includes:
- Totals for gifts, sum, average cost by category.
- Delivery method breakdown.
- Time-based filtering and CSV export.
Finance
Year Summary (Finance)
This report provides a high-level annual overview of all gift spending, helping users to quickly understand their budgeting and distribution patterns for the selected year.
Key insights:
- Total Spent on Gifts, Top Sender, Average Gift Cost.
- Top Month & Top Team spending identification.
- Year-on-year comparison percentages.
Spending By Users
Visualizes total gifting spend per user to identify top spenders and trends via bar chart.
Supports filtering by year.
Balance Tracker
Shows the evolution of account balances over time, with detailed transaction history.
Includes:
- Interactive line graph.
- Transaction details: type, add/pay amounts, order info, user, and payment status.
- Filtering and export features.
All Payments
Comprehensive list of all payment transactions with in-depth detail.
Features:
- Transaction ID, date, payment type and status.
- Campaign and user association.
- Filtering by status, type, and campaign.
- CSV export for audits and reports.
Monthly Spending
Visual representation of gift spending by month in a bar chart format.
Enables spotting peak periods and budgeting assistance.
Spending By Teams
Charts team-based gifting spend, allowing quick comparison of contributions.
Supports annual filters for trend tracking.
Inventory
Inventory Summary
Snapshot of current stock levels of items across warehouses.
Shows available quantity and item IDs per warehouse location.
Inventory Transactions
Detailed list of inventory item movements with date, quantity, and transaction type.
Supports inventory audits and control.