Vouchers report

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The Vouchers tab of the Reporting section in Shift lists every voucher-based Reward issued by your Program and lets you export the filtered list as a CSV. Use it for accounting, refund reconciliation, and BI.

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

What the report covers

Vouchers are issued when a Consumer purchases a discounted voucher tied to an Offer (third-party voucher Campaigns). Each row in the report corresponds to one voucher and carries the price the Consumer paid, the discount applied, the Brand it is tied to, the current voucher status, and the fees collected by the Program Manager and Paylead.

Generate a report

Open the Vouchers tab

Navigate to Reporting > Vouchers in Shift.

Pick the date dimension

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

Created: Voucher creation date.
Updated: Date the voucher status last changed.

Set the date range

Fill Date from and Date to. Leave blank to include every voucher 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: Voucher Amount, Total Vouchers, Total Consumers, Total Revenues.

Export

Click Export to download the filtered list as a CSV.

Available filters

Filter	What it does
Status	Restrict to one voucher status (see below).
Campaign	Restrict to vouchers issued from one Campaign.
Brand	Restrict to vouchers tied to a specific Brand.
Offer	Restrict to vouchers tied to one Offer.
Only Paid Vouchers	Hide vouchers that never reached the `Confirmed` status (abandoned reservations).

Voucher status values

Status	Meaning
`Reserved`	A unique voucher ID has been reserved and generated by the third-party provider. The reservation expires in 15 days.
`Confirmed`	The Consumer paid for the voucher. Its amount is owed to the third-party provider.
`Cancelled`	The Consumer cancelled or did not confirm within the 15-day window.
`Ready`	The voucher PDF has been sent to the Consumer with an activation code.
`Refunding`	Paylead has asked the merchant to refund a confirmed voucher. Only the merchant can accept or deny.
`Refunded`	The merchant accepted the refund.
`Refund rejected`	The merchant rejected the refund.

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

On-screen columns

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

Column	What it represents
Created	Voucher creation date.
Brand	Brand tied to the voucher.
Campaign	Campaign the Offer was derived from.
Offer ref.	Offer reference.
Price	Sale price of the voucher.
Fees	Commission collected by the Program Manager.
User Price	Price charged to the Consumer.
Value	Face value of the voucher (what it is worth at the Brand).
Paylead Fees	Commission collected by Paylead.
Revenue	Net revenue for the Program Manager (Program fees minus Paylead fees).
Updated	Date of the last status change.
Status	Current voucher status (see above).

CSV export columns

The CSV carries every timestamp in the voucher lifecycle plus the IDs needed to join against the rest of your data.

Field	Description
`id`	Voucher ID.
`created_at`	Voucher creation date.
`updated_at`	Date of the latest status change.
`type`	Voucher type.
`status`	Current voucher status.
`consumer_id`	ID of the Consumer who bought the voucher.
`segments`	Segment(s) the Consumer belonged to at purchase time and that matched the Offer’s targeting.
`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.
`offer_id`	Offer ID.
`offer_name`	Offer name.
`discount_rate`	Discount rate applied to the voucher.
`original_price`	Original price of the voucher.
`total_fees`	Commission collected by the Program Manager.
`price`	Price charged to the Consumer.
`value`	Face value of the voucher.
`paylead_fees`	Commission collected by Paylead.
`program_fees`	Net revenue for the Program Manager (Program fees minus Paylead fees).
`voucher_fee_invoice_reference`	Reference of the invoice tied to fees billed to the Program Manager.
`cancelled_date`	Timestamp when the voucher switched to `cancelled`.
`reserved_date`	Timestamp when the voucher switched to `Reserved`.
`confirmed_date`	Timestamp when the voucher switched to `Confirmed`.
`ready_date`	Timestamp when the voucher switched to `Ready`.
`validity_date`	Date until which the voucher can be used.
`refunding_date`	Timestamp when the voucher switched to `Refunding`.
`refunded_date`	Timestamp when the voucher switched to `Refunded`.
`refund_rejected_date`	Timestamp when the voucher switched to `Refund rejected`.
`emitted_at`	Date of issue of the voucher.

The CSV reflects the current state of each voucher, not a point-in-time snapshot. A voucher marked Confirmed last week and Refunded today appears as Refunded in today’s export. For audit-grade history, subscribe to Webhooks and persist each event in your own store.

Vouchers report

What the report covers

Generate a report

Available filters

Voucher status values

On-screen columns

CSV export columns

What’s next

Rewards report

Status reference

Browse Consumers

​What the report covers

​Generate a report

​Available filters

​Voucher status values

​On-screen columns

​CSV export columns

​What’s next

Rewards report

Status reference

Browse Consumers

What the report covers

Generate a report

Available filters

Voucher status values

On-screen columns

CSV export columns

What’s next