Rewards report

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

Audience: Program Manager finance, BI, and accounting teams. Permission: access to the Reporting section in Shift.

What the report covers

The report includes every Reward type supported by your Program: ALO Cashbacks, Gifts, and Affiliation Cashbacks. Each row corresponds to one Reward and carries the full chain of evidence: matched transaction, originating Offer, Brand, Campaign, Consumer, and current status. For a programmatic equivalent driven by your back office, see the Reporting API guide.

Generate a report

Open the Rewards tab

Navigate to Reporting > Rewards in Shift.

Pick the date dimension

Use the Created dropdown to choose which date the report is anchored on:

Created: Date the Reward was created (transaction was received and processed).
Executed: Date the Consumer’s transaction was carried out.
Updated: Date the Reward status last changed.

Set the date range

Fill Date from and Date to. Leave blank to include every Reward since the Program launched.

Apply filters

Stack any combination of filters (see below), then click Apply Filters.

Review the summary

The center zone shows the aggregated totals for the filtered set: Reward Amount, Total Rewards, Total Consumers, Total Commissions.

Export

Click Export to download the filtered list as a CSV.

Available filters

Filter	What it does
Status	Restrict to one Reward status: `Cancelled`, `Pending Validation`, `Validated`, `Pool`, `Paid`.
Invoice	Filter by the invoice reference number tied to the Reward’s commission.
Type	Restrict to one Reward type: ALO Rewards, Gifts, or Affiliation Rewards.
Brand	Restrict to Rewards generated from Offers tied to a specific Brand.
Offer	Restrict to Rewards generated from one Offer.
Campaign	Restrict to Rewards generated from one Campaign.
Only Valid Rewards	Hide cancellable Rewards. Keeps only `Pending Validation`, `Validated`, `Paid In`, `Paid Out`.

Reconciling against the Ventilation file? Filter by Status = Paid and the date range of your Ventilation cycle. The total in the summary zone should match the total of your Ventilation file line-by-line.

Reward status values

Status	Meaning
`Cancelled`	The Reward was cancelled while in `Pending Validation` (merchant rejection or administrator action).
`Pending Validation`	The Reward is being validated.
`Validated`	The Reward is locked and ready for payout.
`Pool`	The Reward sits in the Consumer’s wallet, awaiting transfer.
`Paid`	The Reward has been transferred to the Consumer’s bank account.

For the full status lifecycle and transition rules, see Status reference.

On-screen columns

The list pane shows one row per Reward with the essentials:

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 (ALO, Gift, Affiliation).
Status	Current status (see above).

CSV export columns

The CSV is more granular than the on-screen list. Each row carries every timestamp in the Reward lifecycle plus the IDs you need to join against the rest of your data.

Field	Description
`id`	Reward ID.
`created_at`	Reward creation date. Starts upon reception of an eligible transaction.
`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 tied to the Brand.
`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 (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.

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. For audit-grade history, subscribe to Webhooks and persist each event in your own store.

What’s next

Vouchers report

The equivalent export for voucher-based Rewards.

Reporting API

The same data via the M2M API, for scheduled jobs and BI pipelines.

Status reference

Every Reward status, its meaning, and how it transitions.

Browse Consumers

Drill into the Consumer behind any line of the report.

Overview

Get started

Campaigns & Offers

Consumers & Reporting

Operations

Troubleshooting

What the report covers

Generate a report

Available filters

Reward status values

On-screen columns

CSV export columns

What’s next

Vouchers report

Reporting API

Status reference

Browse Consumers

​What the report covers

​Generate a report

​Available filters

​Reward status values

​On-screen columns

​CSV export columns

​What’s next

Vouchers report

Reporting API

Status reference

Browse Consumers

What the report covers

Generate a report

Available filters

Reward status values

On-screen columns

CSV export columns

What’s next