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Voucher reports

This group brings together the views for already issued vouchers and how they are distributed by status and voucher product.

This group is most useful when the business works with vouchers.

Available views​

  • Issued vouchers — the detailed list of concrete issued codes;
  • Vouchers by status — the summarized report by status;
  • Vouchers by voucher — the summarized report by voucher product.

How to choose the right view​

  • Issued vouchers is the best choice when you want to open a concrete voucher, review purchaser, owner, amounts, and the related sale.
  • Vouchers by status is for a quick overview of how many vouchers are active, claimed, expired, or voided, and what amounts stand behind those statuses.
  • Vouchers by voucher is more useful when you compare the different voucher products by count and value.

What is useful to keep in mind​

  • Issued vouchers is the more operational list.
  • Vouchers by status and Vouchers by voucher are more analytical views and support switching between table and chart.
  • From the summarized rows, you can drill down to the issued vouchers list behind the selected group.
  • All three views support export when you need to work with the data outside the system.

Important​

  • The summarized voucher reports work best with a defined period.
  • The detailed list is better for operational search by code, purchaser, or owner.

Frequently asked questions

Which report should I use if I need one specific voucher by code?

Use "Issued vouchers". It is the detailed list of concrete issued codes and is the best choice for operational search.

What is the difference between "Issued vouchers" and "Vouchers by status"?

"Issued vouchers" is the detailed operational list. "Vouchers by status" is the summarized report when you want a quick overview of how many vouchers are active, claimed, expired, or voided.

Which report should I use to compare different voucher products?

Use "Vouchers by voucher". It is the best view when you want to compare voucher products by count and value.

Can I open the concrete issued vouchers behind a summarized row?

Yes. From rows in "Vouchers by status" and "Vouchers by voucher" you can drill down to the concrete issued vouchers behind the selected group.