> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paylead.fr/llms.txt
> Use this file to discover all available pages before exploring further.

# Vouchers report

> Export every voucher-based Reward issued by your Program to reconcile inventory and accounting.

export const RequiredRoles = ({roles}) => <Note>
    <strong>Required Shift role:</strong> {roles}. See <a href="/program/shift/access-and-roles">Users management</a> for the full role matrix.
  </Note>;

<RequiredRoles roles="Reporting" />

The **Vouchers** tab of the Reporting section in [Shift](/glossary#shift) lists every [Voucher](/glossary#voucher) order placed by your [Consumers](/glossary#consumer) and lets you filter, review, and export the list as CSV. Use it to reconcile voucher inventory against your accounting records.

This report appears on Programs that run vouchers, through the [Easy Vouchers (EVO)](/glossary#easy-vouchers-evo) option. Elsewhere, the Reporting section opens straight on the [Rewards report](/program/shift/rewards-report).

## What a voucher order is

A Voucher is not a [Cashback](/glossary#cashback): the Consumer buys it in the WebApp, for a code or a fixed value redeemable at a [Brand](/glossary#brand), and pays less than the card is worth. That gap is the benefit. Report the two separately: the [Rewards report](/program/shift/rewards-report) covers Cashback, this one covers vouchers.

Three amounts describe the same order:

| Column | What it is | Who it concerns |
| - | - | - |
| **Value** | What the card is worth at the Brand | The Consumer, when redeeming. |
| **Price** | What the Consumer actually paid | The Consumer, at purchase. |
| **Commission** | Your Program's fee on the order | Your Program. |

**Value** minus **Price** is the discount passed to the Consumer, the figure the [Performance dashboard](/program/shift/performance-dashboard) plots as **Total voucher discount**.

The debit note bills the discount and the commission together: it carries a single net amount owed by your Program per Brand for the billed period. Reconcile a debit note line against the Brand total over that period rather than voucher by voucher.

## Generate a report

<Steps>
  <Step title="Open the Vouchers report">
    Click **Reporting** in the Shift sidebar, then select the **Vouchers** tab.
  </Step>

  <Step title="Set filters">
    Stack any combination of filters (see below), then click **Apply filters**. The filters are written into the page URL, so the link is shareable, and the results return to page 1. Click **Reset** to drop them all and return to the default selection.
  </Step>

  <Step title="Review the summary">
    The report shows aggregated totals for the filtered set: **Voucher amount** (total face value), **Total vouchers**, **Total consumers**, and **Total commissions**. **Remaining voucher budget** is the exception: it ignores your filters and your date range, and shows the budget available on your Program right now.
  </Step>

  <Step title="Export">
    Click **Export** to download the filtered list as CSV, named `export-reports.csv`.
  </Step>
</Steps>

### Available filters

| Filter | What it does |
| - | - |
| Date range | Pick which date the range applies to, **Created** or **Updated**, then set the **Date From** and **Date to** fields. The range always applies: Shift opens on the last 7 days, and the range can start at most 365 days in the past. To cover a longer history, export several ranges and concatenate them. |
| **Brand** | Restrict to one merchant Brand. |
| **Status** | Restrict to one voucher status. See [Status reference](/program/shift/status-reference#vouchers) for what each value means and which ones to filter on. |
| **Offer** | Restrict to one [Offer](/glossary#offer). |
| **Campaign** | Restrict to one [Campaign](/glossary#campaign). |
| **Only paid vouchers** | Keeps only the orders the Consumer paid for. |

<Warning>
  Your Program funds **Remaining voucher budget** itself, by transferring money to its dedicated wallet. When it reaches zero, voucher orders are refused and Consumers can no longer buy. Watch that tile.
</Warning>

## Report columns

| Column | Meaning |
| - | - |
| **Created** | Date the voucher was created. |
| **Brand** | Merchant Brand tied to the voucher. |
| **Campaign** | Source Campaign. |
| **Offer ref.** | Reference ID of the published Offer. |
| **Value** | Face value of the voucher (redemption amount at the Brand). |
| **Price** | Amount charged to the Consumer. |
| **Commission** | Fee collected by your Program. |
| **Updated** | Date of the latest status change. |
| **Status** | Current voucher status. See [Status reference](/program/shift/status-reference#vouchers) for definitions. |

The CSV carries more than the nine columns on screen: the server export produces around 24, adding identifiers such as `id`, `type`, `consumer_id`, the Consumer's Segments, and per-status dates. Open the file before mapping it into your tooling.

<Warning>
  This export describes your own customers. Handle the file as personal data, under your bank's own data protection rules.
</Warning>

<Warning>
  The CSV reflects the **current** state of each voucher, not a point-in-time snapshot. An order whose status changed since the exported period carries its current value, so re-exporting the same date range next month returns different figures. For audit-grade history, subscribe to [Webhooks](/glossary#webhooks) and persist each event in your own store.
</Warning>

For a single Consumer's voucher detail, to resynchronize it with the provider, or to download the voucher PDF, open the **Vouchers** tab of their profile in [Browse Consumers](/program/shift/browse-consumers#working-on-a-single-voucher).

## What's next

<CardGroup cols={2}>
  <Card title="Ventilations" icon="hand-coins" href="/program/shift/ventilations">
    Pay out Cashbacks to your Consumers.
  </Card>

  <Card title="Invoices" icon="file-text" href="/program/shift/invoices">
    Retrieve invoices issued by Paylead.
  </Card>
</CardGroup>