Rewards report

The Reporting section in Shift lists every Reward generated by your Program and lets you export the filtered list as CSV. Use it for monthly accounting, reconciliation against the Ventilation file, or to feed your BI pipeline.

Which report you need

Reporting opens on the Rewards report, which covers ALO Rewards, Gifts, and Reward LBS. Programs that run vouchers get a second tab, where voucher purchases are tracked.

Question	Where to look
How much Cashback did my Program generate, and on which Offers?	Rewards, this page.
How much do I owe my Consumers for a Ventilation cycle?	Rewards, filtered on `Status = Paid`.
How many vouchers did Consumers buy, and for how much?	Vouchers report.

Generate a report

Open the Rewards report

Click Reporting in the Shift sidebar. On a Program that runs vouchers, select the Rewards tab.

Set filters

Stack any combination of the filters below, then click Apply filters. Shift writes them into the page URL, so the address bar is a shareable link to that exact selection, and returns you to page 1 of the results.

Review the summary

Check the aggregated totals for the filtered set: Reward amount, Total rewards, Total consumers, Total commissions.

Export

Click Export, above the results table, to download the filtered list as CSV, named export-reports.csv.

Available filters

Filter	What it does
Date range	Pick which date the range applies to: Created (the default, when the Reward was created), Updated, or Executed (when the Consumer’s transaction took place). Then set the Date From and Date to fields.
Brand	Restrict to Rewards generated from Offers tied to a specific Brand.
Status	Restrict to one Reward status: `Cancelled`, `Pending validation`, `Validated`, `Pool`, `Paid`.
Offer	Restrict to Rewards generated from one Offer.
Invoice	Filter by the invoice reference number tied to the Reward’s commission.
Campaign	Restrict to Rewards generated from one Campaign.
Type	Restrict to one Reward type: ALO Rewards, Gifts, or Reward LBS.
Only valid rewards	On by default. Keeps `Pending validation`, `Validated`, `Pool`, and `Paid`, and hides the `Cancelled` Rewards. Turn it off to investigate cancellations.

The report always covers a date range: it opens on the last 7 days and can start at most 365 days in the past. To cover a longer history, export several ranges and concatenate them. Click Reset to drop every filter at once and return to the default selection: date type back to Created, Only valid rewards back on, and the Brand, Offer, Invoice, and Campaign fields emptied. The date range stays in place. To reconcile against a Ventilation cycle, filter on Status = Paid over the cycle date range. The Reward amount total should match the cycle’s Total amount to allocate. See Ventilations to download the file and pay out the reconciled Cashbacks.

Report columns

The list pane shows one row per Reward with these columns:

Column	What it represents
Created	Reward creation date.
Brand	Brand attached to the originating Offer.
Campaign	Campaign the Offer was derived from.
Offer ref.	Offer reference.
Consumer ID	Stable Consumer identifier.
Executed	Date the underlying transaction was carried out by the Consumer.
Transaction	Amount of the matched transaction.
Reward Rate	Cashback rate configured on the Offer.
Reward	Cashback amount due to the Consumer.
Commission	Commission due to the Program Manager.
Updated	Date of the last Reward status change.
Type	Reward type.
Status	Current status.

For what each Status value means and the technical status behind it, see Status reference.

CSV export

The CSV is the full record: every column of the list pane, plus the identifiers you need to join Rewards to your own data (transaction_external_id, payout_id, invoice_reference) and one timestamp per status transition.

Field	Description
`id`	Reward ID.
`created_at`	Reward creation date.
`updated_at`	Date of the latest status change.
`status`	Current Reward status.
`transaction_id`	ID of the transaction that triggered the Reward.
`transaction_executed_at`	Date the Consumer’s purchase was executed.
`transaction_amount`	Amount of the matched transaction.
`strategy_reference`	Reference of the Campaign tied to the Brand.
`strategy_id`	Campaign ID.
`brand_id`	Brand ID.
`brand_name`	Brand name.
`brand_reference`	Brand reference.
`type`	Reward type.
`amount`	Reward amount due to the Consumer.
`fees`	Commission amount due to the Program Manager.
`playground`	Total amount transferred to the Program Manager (playground: Reward + Program fees).
`consumer_id`	Consumer ID.
`payout_id`	ID of the payment that transferred this Reward to the Consumer.
`offer_id`	Offer ID.
`offer_name`	Offer name.
`offer_reference`	Offer reference.
`offer_cashback_rate`	Cashback rate configured on the Offer.
`invoice_reference`	Reference of the invoice tied to this Reward’s commission.
`transaction_external_id`	Transaction reference provided by the Program Manager at injection time.
`segments`	Segment(s) the Consumer belonged to at transaction time and that matched the Offer’s targeting.
`cancelled_date`	Timestamp when the Reward switched to `cancelled`.
`pending_validation_date`	Timestamp when the Reward switched to `pending_validation`.
`validated_date`	Timestamp when the Reward switched to `validated`.
`paid_in_date`	Timestamp when the Reward switched to `paid_in`.
`paid_out_date`	Timestamp when the Reward switched to `paid_out`.
`cancellation_reason`	Cancellation reason provided by the Brand.

This export describes your own customers. Handle the file as personal data, under your bank’s own data protection rules.

The CSV reflects the current state of each Reward, not a point-in-time snapshot. A Reward marked Validated last week and Cancelled today appears as Cancelled in today’s export, so re-exporting the same date range next month returns different figures. For audit-grade history, subscribe to Webhooks and persist each event in your own store. See Webhooks to set up that subscription in Shift.

Overview

Users management

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Support

Performance & reporting

Finance & billing

Integration

Which report you need

Generate a report

Available filters

Report columns

CSV export

What’s next

Vouchers report

Ventilations

​Which report you need

​Generate a report

​Available filters

​Report columns

​CSV export

​What’s next

Vouchers report

Ventilations

Which report you need

Generate a report

Available filters

Report columns

CSV export

What’s next