Holiday gifts are a a strategic opportunity to strengthen relationships with employees and clients. But how can you know if your efforts are making the impact you intend? 

That’s where Giftly’s end-of-year reporting comes in. By analyzing your corporate gifting data, you can uncover key insights into what’s working, where to improve, and how to refine your strategy for the year ahead.

Whether it’s tracking redemption rates, evaluating engagement metrics, or reviewing budget utilization, these insights turn gifting into a data-driven tool for connection and retention.

End-of-year reporting doesn’t have to be a daunting task. With Giftly’s intuitive platform, you can easily access the data you need to evaluate your corporate gifting program’s success. Follow these steps to gather meaningful insights and set the stage for a stronger strategy in the coming year.

Access Your Order History

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Start by reviewing your past orders to understand what was sent, to whom, and how those gifts were received. Giftly’s “Orders” section gives you a detailed overview of your gifting history, complete with tools to filter by specific timeframes, such as the holidays

Once you’ve filtered your data, export reports in your preferred format. These reports can include essential details such as recipient names, contact information, how gifts were delivered, and whether they’ve been claimed. 

For more in-depth insights into the overall reach and effectiveness of your business gifting program, Giftly allows you to export individual recipient data for multi-recipient orders, making it easy to analyze engagement at a granular level.

Analyze Recipient Engagement

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Engagement is a critical indicator of gifting success. With Giftly’s reporting tools, you can evaluate recipient activity to see how well your gifts resonated. Look at metrics like:

• Who opened their gift
• Who claimed their gift
• Who took the time to send a thank-you note

These metrics provide valuable insights into which corporate rewards strategies are driving connection and appreciation. 

For example, higher redemption rates for certain gift suggestions like drinks with coworkers, coffee with clients, or a dinner out with the family might indicate a preference for different types of gifts your recipients may appreciate in the future. Meanwhile, thank-you notes can offer direct feedback on what recipients found meaningful.

Review Billing History

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Understanding your spending is essential for maximizing your budget and ensuring accountability. Giftly’s billing history feature lets you access detailed reports of all expenses tied to your gifting program. Filter your data by specific dates, departments, roles, or orders to compare budgeted amounts with actual spend and identify areas for cost savings or adjustments.

In addition to financial insights, you can quickly download receipts and invoices for reporting purposes or tax preparation, making it easy to document your program’s financial impact.

Pull Reports for Team and Stakeholder Sharing

End-of-year reporting is an opportunity to demonstrate the value of your gifting program to internal teams and stakeholders. Giftly’s export tools allow you to compile comprehensive reports tailored to your needs.

Share insights with HR, marketing, or leadership teams, focusing on metrics like redemption rates, engagement, and budget utilization. Presenting these findings helps showcase the ROI of your gifting program, builds buy-in for future investments, and encourages collaboration on new strategies.

Sharing reports ensures your program is aligned with organizational goals and strengthens support for future gifting initiatives.

Make Data-Driven Gifting Your Secret to Success in 2025

With Giftly’s robust reporting tools, managing and evaluating your gifting program is easier than ever. From detailed order histories to recipient engagement tracking and spend analysis, Giftly puts you in control, helping you create a program that’s as thoughtful as it is impactful.

Ready to unlock the full potential of your gifting program? Start using Giftly’s reporting tools today and make 2024 your most strategic year yet.