> ## 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 CSV. Filter by date, status, Offer, Brand, or Campaign, and reconcile vouchers against your accounting.
**Work in progress, under review.** This page is not validated yet and may contain inaccuracies. Track and record its status in the [documentation review tracker](https://www.notion.so/22a535a8f8794ec8aa19f56cbb5f749a). This banner is removed once the page is validated.
The **Vouchers** tab of the Reporting section in [Shift](/glossary#shift) lists every voucher-based [Reward](/glossary#reward) issued by your [Program](/glossary#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](/glossary#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](/glossary#brand) it is tied to, the current voucher status, and the fees collected by the [Program Manager](/glossary#program-manager) and Paylead.
***
## Generate a report
Navigate to **Reporting > Vouchers** in Shift.
Use the **Created** dropdown to choose which date the report is anchored on:
* **Created**: Voucher creation date.
* **Updated**: Date the voucher status last changed.
Fill **Date from** and **Date to**. Leave blank to include every voucher since the Program launched.
Stack any combination of filters (see below), then click **Apply Filters**.
The center zone shows the aggregated totals: Voucher Amount, Total Vouchers, Total [Consumers](/glossary#consumer), Total Revenues.
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](/glossary#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](/program/shift/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)](/glossary#segment) 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](/glossary#webhooks) and persist each event in your own store.
***
## What's next
The equivalent export for ALO and Affiliation Cashbacks.
Every voucher status, its meaning, and how it transitions.
Drill into the Consumer behind any line of the report.