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Gift Box Report Documentation

Menu Location: Reports > Products > Gift Boxes Report

Access Level: Customer Service / Manager

Last Updated: 2026-03-01

Overview

The Gift Box Report provides analytics on gift box sales, tracking purchases, revenue, and customer gifting patterns.

Primary Functions:

  • View gift box sales by date range
  • Track total revenue from gifts
  • See purchaser information
  • Monitor gift quantities sold
  • Export data for analysis

Report Features

Date Range Selection

Default: Last 3 weeks

Custom Range:

  1. Select start date
  2. Select end date
  3. Click "Search"
  4. Report updates with filtered data

Summary Metrics

Top Section Shows:

  • Total Sold: Number of gift boxes purchased
  • Total Revenue: Sum of all gift box sales

Use for:

  • Quick performance snapshot
  • Revenue tracking
  • Sales trend analysis

Report Data

Table Columns

  • Purchaser: Customer who bought gift (with link to account)
  • Purchase Date: When gift was purchased
  • Gifts Purchased: Quantity of gifts bought
  • Total Amount: Revenue from purchase

Features:

  • Sortable by any column
  • Export to CSV
  • Click purchaser name to view account

Common Use Cases

Use Case 1: Holiday Sales Analysis

Goal: Evaluate holiday gift box campaign performance

Steps:

  1. Set date range to holiday period
  2. Review total sold and revenue
  3. Compare to previous year
  4. Identify top purchasers
  5. Export data for presentation

Use Case 2: Monthly Gift Revenue

Goal: Track gift box revenue for monthly reporting

Steps:

  1. Select first day of month
  2. Select last day of month
  3. Click "Search"
  4. Note total revenue
  5. Record in monthly report
  6. Compare to targets

Use Case 3: Identify Gift Champions

Goal: Find customers buying multiple gifts

Steps:

  1. Run report for period
  2. Sort by "Gifts Purchased" column
  3. Identify customers with highest counts
  4. Thank top gifters
  5. Consider rewards or recognition

Export & Analysis

CSV Export:

  • Click CSV button
  • Opens in Excel/Sheets
  • Includes all visible data
  • Use for deeper analysis

Analysis Ideas:

  • Track month-over-month growth
  • Calculate average gift value
  • Identify peak gift seasons
  • Segment by purchaser type
  • Gift Boxes (admin-edit.php?table=gift_boxes) - Manage gift products
  • Current Gift Orders - See active gift subscriptions
  • Gift Certificates - View individual gift codes

Quick Reference

Task Action
View all time sales Leave dates blank > Search
Filter by month Set start/end to month boundaries
Export data Click CSV button
Check purchaser Click customer name
Track revenue View "Total Revenue" at top

End of Documentation