Gift Card Balances Report

Modified on Wed, 2 Apr at 3:27 PM

The Gift Card Balance Report displays the current balance of all gift cards as of the selected date in the report.

Things to know:

For franchise businesses with global DB enabled for gift cards:
- Parent Level: View gift cards for all child accounts.
- Child Level: View gift card purchases for a specific location or all locations within the child account. Selecting "All Locations" will display purchases from all locations, including those associated with other child accounts.
For franchise businesses without global DB enabled for gift cards:
- Parent Level: No data will be displayed in the report.
- Child Level: View gift card balances for purchases made across all locations or for a specific location within the child account. However, purchases made on other child accounts will not be visible.
  - Single-location child accounts: No location filter is available. The report will display gift card purchases made at that location.
  - Multi-location child accounts: A location filter is available, allowing you to view purchases for a specific location. Selecting "All Locations" will display purchases from all locations within that child account.
Historical gift card balances are not included in the report but are visible in the gift card audit trail in client profiles.
Gift cards will appear in the report whether they were imported without a POS ticket, purchased in POS and the ticket is closed, or purchased in POS and the ticket is reopened
Gift cards will NOT appear in the report if they were purchased in POS and the ticket is still open

To access this report:

Navigate to Dashboard
Select the Reports tab
Under the Clients section, select the Gift Card Balances report

When the report loads, you can filter by the purchase location and balances as of the date selected. In the upper right, you may search by card number or client name. You can also export the report as a CSV, PDF, or print version

Report Filters

Filter	Description
Location	For franchise businesses with global DB enabled for gift cards: Parent Level: View gift cards for all child accounts. Child Level: View gift card purchases for a specific location or all locations within the child account. Selecting "All Locations" will display purchases from all locations, including those associated with other child accounts. For franchise businesses without global DB enabled for gift cards: Parent Level: No data will be displayed in the report. Child Level: View gift card balances for purchases made across all locations or for a specific location within the child account. However, purchases made on other child accounts will not be visible. Single-location child accounts: No location filter is available. The report will display gift card purchases made at that location. Multi-location child accounts: A location filter is available, allowing you to view purchases for a specific location. Selecting "All Locations" will display purchases from all locations within that child account.
Purchased Date	The date the gift card was purchased in POS or added to the client profile
Balance As Of	Displays gift cards balances as of the selected date

Report Columns

Column	Description
Purchase Location	The location where the gift card was purchased
Card #	The unique ID number of the gift card
Current Balance	The balance remaining on the gift card as of the selected date
Purchaser	Name of the client who purchased the gift card
Recipient	Name of the recipient of the gift card
Expires On	The expiration date for gift cards. This column is displayed only for accounts with the "Enable Gift Card Expiration" setting activated. Learn more here

For more information contact us at support@mytime.com or (385) 233-6964.