Voucher Activity Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Voucher Activity Report	https://dashboard.boulevard.io/reports/voucher_activity

Overview

The Voucher Activity report helps you track the full lifecycle of your vouchers, from sale through redemption, refund, or expiration. It provides an event-level record of every voucher activity, showing when vouchers were granted, redeemed, exchanged, voided, or expired, and at what value.

Use this report to reconcile voucher liability, validate that redemptions and issuances are landing correctly, and audit voucher activity for a specific client when resolving disputes or refund claims. It's especially useful for monitoring vouchers tied to memberships and packages, and for catching unusual patterns like unexpected refunds or voids, since you can filter by activity type, client, or source to isolate exactly the activity you need.

Note: Voucher Value reflects the deferred purchase value of the voucher (typically the membership or package price divided by included vouchers) — not the list price of the redeemed service. Redemption-specific fields like Redeemed Client, Redeemed Location, and Redeemed Operator only populate on redemption and refund activity; they'll appear blank for granted, voided, or expired rows. See the Report Caveats section below for more, including how Order details depend on the order being closed.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Voucher Liability Reconciliation	Track all increases and decreases in voucher liability to ensure accounting balances align with expected values.	How much voucher liability was added or reduced this week? Which activities caused the largest liability decrease?
Voucher Redemption Tracking	Identify when, where, and by whom vouchers were redeemed to validate usage and detect anomalies.	Which locations redeemed the most vouchers today? Who processed this voucher redemption?
Voucher Issuance and Sales Validation	Review all voucher creation and sales events to ensure issuance aligns with recorded payments or promotions.	Which clients purchased vouchers last month? Were all voucher sales properly linked to orders?
Client-Level Voucher Activity Audit	Audit all voucher activities for a specific client to resolve disputes, refund claims, or account corrections.	What vouchers has this client redeemed or received? Did this client’s voucher expire or get refunded?
Membership and Package Voucher Monitoring	Analyze vouchers issued through memberships or packages to assess redemption trends and deferred liability.	How many vouchers from memberships were redeemed this quarter?
Operational Oversight and Fraud Prevention	Detect unusual voucher activity patterns such as multiple redemptions, unauthorized refunds, or incorrect liability adjustments.	Were any vouchers voided or refunded unexpectedly? Which staff members processed voucher refunds?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Financials Reporting > Liability Activity
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your voucher workflows must be setup properly.
- Voucher-based memberships and/or packages must be fully set up and active
- Vouchers must be redeemed during checkout before closing the order
- Manual voucher changes must be completed within client profiles

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group by (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Activity Date	Local date when the voucher activity occurred.	2026-01-08	Yes
Activity ID (hidden in table, visible in exports)	Unique internal identifier for the specific voucher activity record.	880426b2-b995-4c14-88ef-9a6cf1af850c	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Order number	Human-readable order number associated with the voucher activity, if applicable.	15615	No
Activity Type	Type of the voucher activity. Possible values include: redemption, exchange, void, refund, expiration, or granted	redeemed	Yes
Voucher Source	Source that generated the voucher.Possible values include: membership,package, promotion.	Membership	Yes
Voucher value	The total deferred revenue value of the vouchers. Each voucher’s value is derived from the purchase value (typically package or membership price divided by included vouchers)	$0.00	No
Purchase Location	Name of the location where the voucher was purchased.	New York.	Yes
Purchasing client	Name of the client who purchased the voucher.	Brenna Smith*	Yes
Redeemed Location	Business location where the voucher was redeemed.	Beverly Hills	Yes
Redeemed client	Name of the client who redeemed or used the voucher.	Brenna Smith*	Yes
Redeemed Service Name	Display name of the redeemed or linked service.	Combo Wax	Yes
Service list price	The standard price of the service associated with the voucher before discounts or adjustments.	$250.00	No
Voucher adjustment	The difference between the service list price and the voucher’s value. This may be positive or negative and represents how the voucher adjusts the transaction.	$0.00	No
Voucher ID	Unique identifier for the voucher record.	3e910211-a470-4b44-ad0a-ec0e4054c5de	Yes

Customizable fields

All fields you can add, remove, or use to customize the report to fit your needs. Some fields are required and cannot be removed from the report.

Field name	Definition	Example	Filter?
Activity ID	Unique internal identifier for the specific voucher activity record.	880426b2-b995-4c14-88ef-9a6cf1af850c	No
Activity Date	Local date when the voucher activity occurred.	2026-01-08	Yes
Order number	Human-readable order number associated with the voucher activity, if applicable.	15615	No
Activity Type	Type of the voucher activity. Possible values include: redemption, exchange, void, refund, expiration, or granted	redeemed	Yes
Voucher Source	Source that generated the voucher.Possible values include: membership,package, promotion.	Membership	Yes
Voucher value	The total deferred revenue value of the vouchers. Each voucher’s value is derived from the purchase value (typically package or membership price divided by included vouchers)	$0.00	No
Purchase Location	Name of the location where the voucher was purchased.	New York.	Yes
Purchasing client	Name of the client who purchased the voucher.	Brenna Smith*	Yes
Redeemed Location	Business location where the voucher was redeemed.	Beverly Hills	Yes
Redeemed client	Name of the client who redeemed or used the voucher.	Brenna Smith*	Yes
Redeemed Service Name	Display name of the redeemed or linked service.	Combo Wax	Yes
Service list price	The standard price of the service associated with the voucher before discounts or adjustments.	$250.00	No
Voucher adjustment	The difference between the service list price and the voucher’s value. This may be positive or negative and represents how the voucher adjusts the transaction.	$0.00	No
Voucher ID	Unique identifier for the voucher record.	3e910211-a470-4b44-ad0a-ec0e4054c5de	Yes
Redeemed Service Category	Category of the service redeemed or linked to the voucher.	Makeup	Yes
Purchasing client ID	Unique identifier of the client who purchased the voucher.	3e910211-a470-4b4ee4-ad0a-ec0e4054c5de	Yes
Redeemed client ID	Unique identifier of the client who redeemed the voucher.	3e32910211-a470-4b44-ad0a-ec0e4054c5de	Yes
Purchasing client first name	First name of the client who purchased the voucher.	Jackie	Yes
Redeemed client first name	First name of the client who redeemed the voucher.	Shauna	Yes
Redeemed Operator	Name of the staff member who processed or recorded the voucher redemption.	Alyssa Cooper	Yes
Membership/Package Name	Name of the membership or package tied to the voucher.	Test Glow and Go Membership	Yes
Membership/Package Category	Category of the membership or package associated with the voucher.	Cat	Yes
Purchase Location group	Location group associated with the location where the voucher was purchased.	East	Yes
Purchase Location External Id	Unique identifier of the location where the voucher was purchased from an external system.	042F	No
Purchase Location Id	Unique identifier of the location where the voucher was purchased.	353b2d1e-e95c-4254-93c4-4a94b22f5a21	No
Redeemed Location group	Location group associated with the location where the voucher was redeemed.	West	Yes
Redeemed Location External Id	Unique Identifier location where the voucher was redeemed from an external system.	042F	No
Redeemed Location Id	Unique Identifier location where the voucher was redeemed.	24786aa1-2533-4e5c-8d39-4acd14e8d961	No
Order ID	Unique identifier for the order associated with the voucher activity, if applicable.	984737de-c418-4deb-8dec-b50dad8b6ea5	No
Voucher redemption type	Indicates how the voucher was applied to the sale. One of: Redemption, Exchange	Exchange	Yes
Voucher exchange value	The business-set cash exchange value in dollars for a voucher exchange transaction on this sale line item. Only populated when Is Voucher Exchange is true.	$12.25	No
Purchase Location tags	Tags associated with the location where the voucher was purchased.	Charlotte	Yes
Redeemed Location tags	Tags associated with the location where the voucher was redeemed.	Ashland	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Order details require closed orders	Order number and some voucher adjustment values only appear once the associated order is closed. Open orders show these fields as blank.
Redemption fields only populate on redemption activity	Redeemed client, Redeemed Location, Redeemed Operator, and Redeemed Service Name are only filled in for redeemed and refunded activities. Granted, voided, and expired rows show these fields as blank.
Voucher value is the deferred value, not the service price	Voucher value reflects the purchase value of the voucher, typically the package or membership price divided by the number of included vouchers. It is not the list price of the redeemed service.
Voucher adjustment can be positive or negative	Voucher adjustment is the difference between the service list price and the voucher value, showing how the voucher changed the transaction total.
Voucher exchange value only applies to exchanges	Voucher exchange value is only populated when the redemption type is Exchange. It is blank for standard redemptions.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Voucher Liability Reconciliation	Track all increases and decreases in voucher liability to ensure accounting balances align with expected values.	Use the default configuration
Voucher Redemption Tracking	Identify when, where, and by whom vouchers were redeemed to validate usage and detect anomalies.	Filters: Activity Type = redeemed; Activity Date = today. Group by: Redeemed Location. Columns: Voucher value. (To see who processed each redemption, use the default configuration with the same filters and add Redeemed Operator to Columns.)
Voucher Issuance and Sales Validation	Review all voucher creation and sales events to ensure issuance aligns with recorded payments or promotions.	Use the default configuration. Filters: Activity Type = granted; Activity Date = last month.
Client-Level Voucher Activity Audit	Audit all voucher activities for a specific client to resolve disputes, refund claims, or account corrections.	Use the default configuration. Filters: Purchasing client = the client in question (repeat with Redeemed client = the client to catch vouchers gifted to them); set Activity Date to cover the full audit period.
Membership and Package Voucher Monitoring	Analyze vouchers issued through memberships or packages to assess redemption trends and deferred liability.	Filters: Voucher Source = membership; Activity Type = redeemed; Activity Date = this quarter. Group by: Purchase Location. Columns: Voucher value. (The report has no voucher count measure; the row count in the default view serves as the count.)
Operational Oversight and Fraud Prevention	Detect unusual voucher activity patterns such as multiple redemptions, unauthorized refunds, or incorrect liability adjustments.	Use the default configuration and add Redeemed Operator to Columns. Filters: Activity Type = refunded or void; set Activity Date to the review period.