How to Generate the Vouchers Outstanding Balance Report

This article explains how you can generate the vouchers outstanding balance report in Pabau.

The Vouchers Outstanding Balance Report in Pabau provides an overview of the remaining balance on vouchers that have been issued but not fully redeemed. This report helps you track the value of gift vouchers that clients have purchased or received and have not yet used entirely.

To learn more about gift vouchers, review this article. 

Step 1: Navigate to Analytics

Start by logging into your Pabau account using your login credentials. Then, navigate to the left sidebar menu, where you can find the Analytics tab. Click to expand it, and it will reveal 'Reports.'

Step 2: Generate the Vouchers Outstanding Balance Report

Under the 'Sales' section, you will find the Vouchers Outstanding Balance pre-created report. Click on the report name to continue. 

Step 3: Adjust the Filters

If you want to narrow down your report, you can add and adjust filters to focus on exactly what you need.
Each filter has four elements - object, field, operator, and value.

In the screenshot below, you can see an example of the four elements in the "Vouchers Outstanding Balance" report.

• Object: This is what you're focusing on ("Line Item").
• Field: This is the specific detail you're interested in ("Voucher Remaining").
• Operator: This shows how the field relates to the value ("is more than").
• Value: This is the specific data you’re looking at ("0").

Each of these elements can be customized by clicking on them and choosing a different option.

For example, if you want to view all vouchers except those with more than 0 balance remaining, change the operator to "is not" to exclude them.

This example shows just a few options. The system has many filters you can mix and match to create detailed, customized reports.

Step 4: Add, edit, and delete filters 

• Adding a New Filter: To introduce an additional filter, click the plus sign (+) located beneath your current filters. Then, specify the details for your new filter.
• Editing an Existing Filter: Locate the filter you wish to modify. Click directly on the element you want to adjust (such as the object, field, operator, or value). A dropdown menu will appear; choose your desired new option. Your changes should save automatically, or you may need to click an "Update" or "Apply Filters" button.
• Removing a Filter: To delete a filter, simply move your mouse cursor over it. An "X" icon will appear; click it to remove the filter.

Step 5: Review the Data

Once you've adjusted the filters, you can view the data in a list view. You can add additional columns for more specific details to be shown.  

Some of the columns include:

• Invoice Date: it allows you to view the date when the invoice for the voucher was raised
• Item Name: displays the specific gift voucher for which the invoice was raised
• Item Client: shows which client has a raised invoice for a voucher
• Quantity: displays the amount of vouchers included in the invoice
• Item Gross: The total price of all vouchers listed on the invoice before any discounts, taxes, or additional charges are applied
• Voucher Remaining: displays the amount that has not yet been used from the purchased voucher

After selecting any additional columns, click "Save" to make them appear on the list. You can also deselect options that are currently included in the columns.

Step 6: Export the Data

To export the data from this report, simply click on the three dots on the top right side of the screen to reveal the 'Export' button. 

Once you click Export, a window will pop up, and you can choose to export the data as an Excel or CSV file.

By following these steps, you can easily generate the vouchers outstanding balance report report.