Reporting dashboards and exports
Use reporting dashboards, the Report Wizard, exports, and document storage when reporting is enabled for your organization.
What it's for
Organizations with reporting enabled see a Reports section in the sidebar. Each dashboard focuses on a different part of the gifting program:
- Shipment Volume: shipment volume and trends over time.
- Inventory & Fulfillment: stock levels and fulfillment performance.
- Financial: spend and financial performance.
- Engagement: recipient activity and response.
- Program Effectiveness: results compared with program targets.
- Operational Health: operational status and areas that may need attention.
- SLA Compliance: performance against service-level commitments.
These pages are feature-gated. If your organization does not have reporting enabled, the Reports section will not appear in your sidebar.
Using a dashboard
Each dashboard is built from data cards. Use the date controls to change the reporting window. You can use presets such as month-to-date, quarter-to-date, and year-to-date, or choose a custom date range. When you need the data outside Giftium, export the card.
Report Wizard
Report Wizard includes a gallery of standard report templates. Choose a template and generate a downloadable file. Available file formats may include PDF, Excel, or CSV, depending on the report.
Documents
Organizations with document storage enabled also see a Documents page. This is a file library for reports and other shared files.
Quick exports elsewhere
Even without the reporting feature, Orders & Shipments supports CSV export of order history.