Using the Orders Report to track Experiences Vouchers

Experience Vouchers can either be single use (i.e Afternoon Tea) or Multi Use (i.e Monetary Voucher). Our Orders report allows you to see how many have been sold over a given period

1) Log into your business portal over on loylap.com

2) Click on Reporting and then onto Orders.

3) You'll then see the below page. This will show you any orders due after the 1st of the current month we are in. You'll see the location where the voucher was purchased for, as well as the date, value of the order, dispatch method and the items included on the Experiences Order.

4) You can extend the date range using the Due Date filter. To do so click on the down arrow in the search field highlighted below.

You'll then see the below options. You'll want to use the Due date to set the date range you wish to run the report for using the calendar feature. Once the dates have been input click on save.

5) There is a Product Summary option in the top right of the screen. This will open a new menu to show a list of the Experience Vouchers sold during the report period.

6) Should you wish to get the totals for your Monetary Vouchers as well as the Single Use Experience Vouchers then you'll want to export the report from the page that lists all of the vouchers purchased using the export feature in the top right corner.

Once you open the file you'll see each of the sales. You can the filter this export by column Q for the basket items to get the specific type of voucher you are looking for, in this example we'll filter for Monetary Vouchers. You can then use this combined with column S for the Basket Item to see the total value of the vouchers sold.