Reporting: What does the Xvoucher Inventory Report Show?

Audrey Krinke
Audrey Krinke
  • Updated

Customer administrators can view details for unassigned and assigned Xvoucher Numbers. 

  • Enterprise customers can access this report by navigating to Track > Inventory > Detail. 
  • Standard customers can access this report by navigating to Manage > Manage Xvouchers.

 

To learn more about the specifics of the Inventory Detail report, please review the definitions below.

Column Definitions:

Inventory headers.png

Action

Any applicable action for the Xvoucher will appear here. See below for definitions of each action.

Status

The status of the Xvoucher will appear here. See below for definitions of each term.

Order

The order the Xvoucher is from

Order Date

The date on which the order associated with the Xvoucher was approved (typically the date payment is received).

Kit

Name of the product that was purchased and distributed to the Candidate. 

Xvoucher Number

Unique ID in the Xvoucher system for a product purchased and distributed to the Candidate.

Candidate Email

The email address of the Candidate to whom the voucher is issued.

Expiration Date

The date on which the Xvoucher expires and is no longer valid. Typically 12 months from the purchase date. The Xvoucher must be assigned and converted before this date.

 

Action Definitions:

  • Assign - Click the Assign button to assign this exact Xvoucher to a candidate. 
  • Blank - This Xvoucher has been distributed. 

 

Status Definitions:

  • Assign - (Available) The Xvoucher is available to assign to a new candidate.
  • Claimed - The Xvoucher has been assigned to a candidate and the candidate has received the Voucher code. The voucher is both Assigned and Converted. This voucher will now appear on the Exam Voucher Report
  • Blank - This Xvoucher has been distributed.
  • Expired - This Xvoucher is expired. Xvouchers expire 12 months from the date of purchase. See the Expiration Date column for specific details. 

 

Show More Details

If you check the Show More Details box, more columns will appear in the report. 

If you'd like to export this report to an Excel file, locate this icon:  

Candidate Email

The email address of the Candidate if the Xvoucher is assigned.

Candidate Name

The first and last name of the Candidate if the Xvoucher is assigned

Sold Unit Price

The list (undiscounted) price of the voucher.

Currency

The currency used for payment on the order associated with this voucher.

Manager

The name of the Customer or Branch by which the Xvoucher is owned

Manager Role

The Role (Branch or Customer) by which the Xvoucher is owned

Date Assigned

The date the Xvoucher was assigned to a candidate

Date Converted

The date the Xvoucher was converted. 

Resend Email

If applicable, a "Resend" button will appear here. This will resend the Xvoucher email to the candidate.

 

How do I find Unassigned vouchers that are expiring soon?

In the dropdown box, choose Unused Xvouchers. This will show you only vouchers that have not yet been assigned. The Expiration Date column is the last one to the right. You can enter any date in the Expiration Date filter field. You can also export this report by clicking the Excel icon next to the dropdown menu and use Excel filters to compile your data.

How do I find Assigned but Unconverted vouchers that are expiring soon?

In the dropdown box, choose Assigned Xvouchers (not converted). This will show you only vouchers that have been assigned to candidates, but the candidate has not yet received the Supplier Voucher Code. The Expiration Date column is the last one to the right. You can enter any date in the Expiration Date filter field. You can also export this report by clicking the Excel icon next to the dropdown menu and use Excel filters to compile your data.

How do I resend the voucher email to a candidate?

If an Xvoucher has been assigned, but the candidate either did not receive the email or has misplaced their email, you have the ability to resend the voucher email to them. Check the "Show More Details" checkbox at the top of the report, then scroll all the way to the right. If applicable, a "Resend" button will appear here. Click this button to resend the email. 

 

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