Many reports can be accessed and downloaded right from your Dashboard! Here is our list of the reports you have access to downloading.
Gift Activity Report
A detailed breakdown of gifts sent from the Dashboard
Fields include: sent date, recipient name, delivery method, campaign name, associated billing method, claim date, thank you note, estimated gift costs, finalized gift costs (if any), gift link, gift code, etc.
Downloading the report:
Head to the Gift Activity tab
Filter by campaign name or sent date range (optional)
Select "Export" on the right-hand side
This report will be sent to your email. Make sure pop-ups are enabled in your browser to allow for the download.
YTD (year-to-date) report
If you're looking for a YTD report, filter your Gift Activity table for the year (ex. 01/01/24-12/31/24) → select "Export" → download report → sum up the "Total price" column.
Please Note: Any fields that are listed as "N/A" means that the gift has not been invoiced yet. Keep in mind, Snappy invoices at the beginning of the month for all gifts claimed + processed (shipped out) within the previous month. A claimed gift can still be marked as "N/A" and will be invoiced within the following month.
Campaign Report
A PDF detailing the top gifts and claimed gifts details of your selected campaign
Fields include: recipient name, claimed gift, and thank you note
Downloading the report:
Head to the Campaigns tab
Hover over your campaign → select the 3 dots button → View Report
Select "Export PDF" at the top right-hand corner
This report will download immediately. Make sure pop-ups are enabled in your browser for the report to download successfully.
Recipients File
Report of your recipient's roster and details. Available to Dashboard Owners.
Downloading the report:
Head to the Recipients tab
Select "Email report" on top right of the table
This report will be sent to your email. Make sure pop-ups are enabled in your browser for the report to download successfully.
Please Note: This option is available to Dashboard Owners only. If you are a Manager and need access to this list, please reach out to your Dashboard Owner. You can find their information from the Account Settings tab → Manage users.
If no one is listed, you can reach out to our Product Support team via live chat or email at help@snappy.com.
Budget Report
Report of all the budget breakdown listed in the Budget section of the Billing tab for each billing method, and campaigns sent using that billing method.
Downloading the report:
Head to the Billing tab
Select "Budget" section
Select "Budget report" on the right-hand side
This report will be sent to your email. Make sure pop-ups are enabled in your browser for the report to download successfully.
Projections Report
Report showing the breakdown of monthly expense projections based on the automated campaigns that are active.
Downloading the report:
Head to the Billing tab
Select the "Projections" section
Filter for the campaign name and year (if needed)
Select "Export" on the right-hand side
This report will download immediately. Make sure pop-ups are enabled in your browser for the report to download successfully.
Alternatively, you can also view this report by heading to the Campaigns tab → select the 3 dots button next to your campaign → View Projections.
Invoices
Report on your monthly invoice.
PDF: Download the PDF to pay or view the invoice.
Invoice details: Excel spreadsheet with a breakdown of your gifts including recipient name, claimed gift, gift costs breakdown, etc.
Downloading the report:
Head to the Billing tab
Select the "Invoices" section
Select either "PDF" or "Invoice Detail."
Your report will download immediately. Make sure pop-ups are enabled in your browser for the report to download successfully.
Please Note: An Invoice Detail will only be available for Invoice Type: Gift Spend. Deposits (for prepayments) and Subscriptions will not have an invoice detail since there are no gifts linked to these invoice types.