Reports and Analytics give Prezzee Business Admins on-demand visibility into your account’s order and spend activity, without needing to request a manual export from Prezzee.
Where do I find it?
You’ll see Reports and Analytics in the top navigation of your Prezzee Business account.
This is only visible to accounts with the Admin role. If you’re a User or Viewer on the account, ask your account Admin to pull the report or share the figures you need.
Reports
Reports give you three ready-made reports:
- Reconciliation – order and invoice references, dates, sender, product (SKU), and totals for every order, with discounts reflected in the card total shown.
- Card Delivery – per-card delivery detail: order/invoice reference, recipient, product (SKU), payment method, card status and value.
- Balance History – who transacted, order/invoice number, invoice reference, transaction type, amount, and the opening and closing balance for each transaction.
To view a report
- Select Reports in the top navigation.
- Choose Reconciliation, Card Delivery, or Balance History.
- Use Back to reports at any time to return to the report list.
Filtering by date
Each report defaults to the last 30 days. You can:
- Switch to a 30 / 60 / 90-day preset, or
- Set a custom date range (up to 12 months).
Exporting a report
- Open the report and set the date range you want.
- Choose whether to export the current page, all results, or only selected rows.
- Choose CSV or XLSX.
- For smaller results, the file downloads straight away.
- For larger results (more than 1,000 rows), you’ll get an email with a secure download link instead of an immediate file.
A few things to know about exports:
- Download links open behind your Prezzee Business login – you’ll be asked to sign in if you aren’t already.
- Only the Admin who generated the export can open its download link.
- Download links expire 5 days after the export is generated.
Analytics
Analytics is a visual dashboard summarising your account’s activity:
- KPI cards: Total spend, Cards ordered, and Average order value.
- Prepaid balance trend: your balance over the selected period.
- Favourite cards to send: which gift cards you send most, by share of total.
- Payment methods: the split of payment methods used on your orders.
- Top spend by user: your top spenders on the account. Orders placed via API are shown as “API user”.
Use the date range control at the top of the page to change the period the dashboard covers.
How current is this data?
Reports and Analytics data updates every 4–8 hours – it isn’t real-time. Each page shows a “Last updated” indicator so you can check freshness before relying on the numbers.
Reports and Analytics currently cover Prezzee Business orders only. Campaign orders aren’t included yet.
Didn’t work?
- I can’t see Reports or Analytics in my navigation. This is only visible to the Admin role – if you’re a User or Viewer, ask your account Admin. If you’re an Admin and still don’t see it, contact your account team.
- A report or widget shows no data. Try widening your date range – a short or unusual period (like a single day) may not have enough activity to display.
- My export email hasn’t arrived. Large exports can take a few minutes to generate. Check your spam folder, and confirm the email address on your Prezzee Business login is correct.
- My download link says it’s expired. Download links expire 5 days after the export was generated – go back to the report and export it again.