The People report is a valuable tool for organizing information about redeemed and unredeemed gifts sent from your account. This article will guide you through accessing and using the People report to get the most out of this feature.
Accessing the People Report:
To access the People report, follow these simple steps:
Go to the Reports tab on the left bar.
Choose the People report.
Filter the relevant dates, gift types, countries, or email.
Hit Search.
Please note that the People report is filtered by default. To see all the gifts, please choose different dates.
Understanding the People Report:
The People report provides a breakdown of gifts sent from your account, organized by the recipient's name. This allows you to easily see which employees have received gifts and which gifts they have received.
In addition to the overall breakdown, you can filter the report to view gifts for specific employees or types of gifts. For example, you can choose to view only gifts for a certain employee or only gifts that are swag items or gift cards. You can also filter the report according to specific dates, countries, email addresses, or recipients' names.
If the recipient has redeemed their gifts, click the arrow next to the recipient's name to see detailed information about the gifts they selected:
Exporting the Report:
If you need to export the report for further analysis or record-keeping, you can easily do so by clicking on the "Export Report" button in the top right corner of the page. This will export the report to an Excel spreadsheet for your convenience.