Reports: Voucher Liability

Voucher Liability report

This report aims to provide a clear view of all issued (and partially redeemed) vouchers. This will help you to understand the financial liability your business is responsible for, and the commitment you have to your guests.

Note: Our update cycle runs every 3 hours.

Voucher Summary

• Vouchers: Shows the number of vouchers.
• Original Value: Shows the total value of the vouchers.
• Redeemed Value: Shows the total redeemed value amount.
• Outstanding Amount: Shows the total amount remaining of the vouchers. 

Voucher Liability

Shows a breakdown of information for all liable vouchers for the selected filters.

Tip: All sections can be sorted by clicking any of the headers, e.g., Voucher Issued. You can download the full results by hovering over each section and clicking the button.

Filters

You can apply the following filters to this report:

• Voucher Code: Allows you to search for a specific voucher code.
• Voucher Status:  By default, both issued and partially redeemed will be selected. You can also select redeemed.
• Agent Name: Allows you to filter by agent.
• Issued Date: Allows you to filter by the date a voucher was issued/created.
• Redeemed Date: Allows you to filter by redemption date.
• Redeemed Day: Allows you to filter by day of redemption.
• Expiry Date: Allows you to filter by the date of expiry.
• Product Name: Allows you to filter by product.
• Order Number: Allows you to filter by order number.
• Voucher Reference: Allows you to filter by custom, or auto-generated, internal voucher reference numbers.
• Voucher Notes: Allows you to filter by internal voucher notes.

More reports

• Overview report gives you a quick and simple snapshot of your business's overall performance.
• Revenue report will show you a total revenue breakdown by day, allowing you to drill down into a specific day.
• Channels report shows you a breakdown of total bookings created by source, e.g., internally, online, or by Agent. 
• Products report will show a breakdown of total bookings and the overall performance of your products.
• Transactions report will provide a breakdown of all payment methods used by your customers.
• Booking Lead Time report shows you how far in advance your customers are booking your products
• Customer Demographics report provides all data and information about your customers. 
• Session Utilisation report will show the overall performance and value of your product sessions.

Note: If you need help with the legacy Sales - Orders report, click here. If you need help with the legacy Sales - Products report, click here.

Frequently asked questions

Why am I not seeing new or recent bookings in my reports?

• Our update cycle runs every 3 hours and takes approximately 10 minutes to complete.

The legacy reports show new bookings, but why don't the new reports?

• The legacy reports are connected to live production databases, which means if you were to run a large report query, you would notice a considerable slowdown in the application (and potentially for other users).

What will happen to the legacy reports?

• We have no immediate plans to get rid of the legacy reports. They will remain active on the following plans: Foundation, Accelerate, and Expansion.

Why is Rezdy building new reports?

• After receiving a ton of customer feedback, it was apparent that our current reporting suite could do with an overhaul. We set out to simplify our reports, at the same time empowering our customers to use the data we have to make business decisions, through actionable reporting and insight.

Why did Rezdy choose these reports?

• We chose these reports for the simplicity but actionable nature that they have to offer. The base reports (Overview, Revenue, Channels, Products, and Transactions) help to understand sales information in a range of different dimensions without the need of using multiple filters.
  The new reports (Booking Lead Time, Customer Demographics, Voucher Liability, and Session Utilisation) were chosen specifically to leverage the additional data we have. These four reports shed further light on booking trends, customer information, financial liability, and the success of sessions.