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

# Reports & Analytics

> Track sales, monitor liability, and export data for your accountant

VoucherGrid provides reports for day-to-day operations and accounting, plus an analytics dashboard for deeper insights.

## Dashboard

The dashboard is your at-a-glance overview, with three tabs:

### Operational Pulse (all plans)

* Active vouchers and total value
* Redeemed, expired, and expiring-soon counts
* Voucher status breakdown chart
* Monthly trend chart (vouchers created and redeemed)
* Recent activity feed
* Expiry timeline

### Revenue Operations (Premium+)

* Recognised revenue (redemptions, net of refunds)
* Total sales (cash collected at sale, held as liability for face value vouchers)
* Outstanding liability
* Breakage total and rate
* Liability movement chart
* Revenue by denomination
* Stripe processing fees summary

### Customer Intelligence (Professional only)

* Unique buyers and repeat purchase rate
* Average customer lifetime value
* Top buyers list
* Purchase heatmap (day and time)
* Geographic distribution

## Reports

Go to **Reports** from the main navigation. Reports are grouped into two sections:

### Essential Reports

| Report              | Description                                  | Plan    |
| ------------------- | -------------------------------------------- | ------- |
| Voucher Details     | Every voucher with status, value, and expiry | Lite    |
| Expiry Report       | Vouchers expiring soon                       | Lite    |
| Redemption Activity | Who redeemed what, when, and for how much    | Lite    |
| Online Sales        | Revenue and volume from the online store     | Premium |
| Audit Log           | Full history of every action for compliance  | Lite    |

### Accounting & Analytics Reports

| Report                  | Description                                       | Plan         |
| ----------------------- | ------------------------------------------------- | ------------ |
| Liability Snapshot      | Outstanding balances as at a specific date        | Premium      |
| Redemption Ledger       | Every redemption itemised for revenue recognition | Premium      |
| Breakage Income         | Expired voucher revenue released month by month   | Premium      |
| Template Performance    | Which vouchers sell best and get redeemed most    | Premium      |
| Source Analysis         | Online vs in-store channel comparison             | Professional |
| Customer Lifetime Value | Top customers ranked by total spend               | Professional |
| Refund & Void Summary   | Every refund and void with dates and reasons      | Professional |
| Liability Aging         | Voucher age cohorts with projected breakage       | Professional |
| Redemption Velocity     | How fast vouchers get redeemed after purchase     | Professional |

## Exporting reports

Each report supports:

* **CSV** – available for all reports (up to 50,000 rows)
* **PDF** – available for Essential Reports (up to 5,000 rows)
* **Print** – opens a print-friendly view
* **Email to Accountant** – send directly to your accountant's email (Professional only)

<Tip>Accounting & Analytics reports export as CSV only, for compatibility with Xero, MYOB, and QuickBooks.</Tip>

## Filtering

All reports include a date range filter with:

* **Preset periods** – last 7 days, 30 days, 90 days, 1 year, all time
* **Tax periods** – quarterly BAS periods for Australian businesses
* **Custom range** – pick specific start and end dates
* **Location filter** – scope to a specific location (Professional only)

The Liability Snapshot report also has a **snapshot date** ("as at") picker for point-in-time reporting.