With various amounts of rewards being sent, often you will want to pull information out of Giftbit to check spending, redeemed gifts and totals for your recipients over the course of the year.
💡All times shown in reporting are based on the Pacific Timezone
Report Types
In Giftbit, there are three types of reports you can pull:
Operations Report:
The Operations Report provides details and stats on gifts that were sent, cancelled, expired and undeliverable. Great for insights on the health of your rewards program!
💡 TIP: View the bottom of your report for a history of the individual offers sent within the specified dates.
Financial Report:
This report is all about the financial activity within your account. From the value of gifts sent during a period to any funding that took place for your Giftbit account to balance at the start of end of the reporting period.
Recipient Summary Report
This report provides detailed gift count and amount information organized on the individual contact level. This level of data helps with finance and tax requirements, but it also provides insights into your most engaged and disengaged contacts.
How to Run a Report
Select "Reports" from the left-hand side menu
Click "New Report" in the top right, select which report you want to run and set your date range.
If you have Team Accounts enabled, you can select which accounts to include in this step as well.
Keep in mind, data presented is based on your date range. If you feel something is missing, double check your dates and run the report again.
When set, click "Request Report" in the top right. You will be brought back to the main reports page while the report is generating
The amount of time it takes for the report to be ready will be based on the amount of data it is pulling.
Once done, you can access the report right from this page.
The report will also be emailed directly to the email associated with the Giftbit account running the report.
This can be turned off. Refer to Email Preferences article.