Reports: Voucher Liability

Note: This article will cover the new reports, if you need help with the legacy Sales - Orders report, click here. If you need help with the legacy Sales - Products report, click here.

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.

Important: Our update cycle runs twice a day at 11 am and 11 pm AEST. All bookings made between these times will not show in reports until the next update cycle.

Outstanding Liability

Shows a total value amount of all outstanding vouchers for the date range selected.

Voucher Liability

Shows a breakdown of information for all liable vouchers, including:

• Outstanding Value this is the remaining value amount.
• Voucher Issued date.
• Type e.g. if the voucher is valid for an amount or for a specific product; and
• Product Name if the voucher is valid for a specific product

and more.

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 click the button.

Filters

You can apply the following filters to this report:

• Voucher Code: Allows you to search for a specific voucher code.
• Issued: Allows you to filter by the date a voucher was issued/created.
• Expiry: Allows you to filter by the date of expiry

Note: Where possible we'll retain the date, or date range, between reports. This will require the same filter to exist on both reports - e.g. Booking Date. If the same filter does not exist, it will revert to the default previous 7 days

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 drilldown 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 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 of your customers. 
• Session Utilisation report will show the overall performance and value of your product sessions.

Frequently asked questions

Why do I not see new or recent bookings in the new reports?

• Our update cycle runs twice a day at 11 am and 11 pm AEST, and takes approximately 45 minutes to complete.

The legacy reports shows new bookings, why doesn't the new reports?

• The legacy reports is 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). The new reports this issue with twice a day update cycles. 

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.