There are two types of reports that you can generate outlined below. Depending on the date range & order data on the requested report, it may take up to 5 minutes to generate each report. Once your report is created, it will be saved under the Generated Reports table at the bottom of the page.
Summary Order Report
This report is used to review multiple orders at once over time. The report will not include details about each card in your order. Please use the Order Details Report for specific card breakdowns.
To create a report, please select Summary Order Report from the Report Type drop down, and enter in a date range. You can optionally include a specific purchaser (the default is ALL purchasers) and order status.
The "Include Replacements & Redemptions" option will be deselected by default. Each card replacement or PerfectGift+ redemption selections create a unique invoice. This option allows you to include all of those sub-invoices. Please note: If you have a large order of PerfectGift+ products, you will likely get hundreds if not thousands of redemption invoices included in your report if this is selected.
Once you click on the Generate Report button, the report will begin to build and will generally be available within 5 minutes. Click the Download Excel Report to export your report. The report will include the following information:
Invoice Number & Order Date
Purchasers name & email
The order total and applicable fees
The product type (physical or digital) and product brands purchased
The total items purchased & shipping details
Order status
Order Details Report
Use the Order Details Report to get line item details on all cards or digital gifts purchased across multiple invoices by a defined date range.
To generate the report, simply select Order Details Report from the report type drop down, enter in a date range, and you can optionally limit it to specific invoices if needed.
Once you click on the Generate Report button, the report will usually be available within 5 minutes. Click the Download Excel Report to export your report. The report will include all of the order data outlined under the Summary Order Report as well as the specific card details including:
The recipient name
The name on card
Recipient delivery address or email
Activation status & date
Last 4 digits of the card
The redemption link for digital gifts