The Gift Card Balance Report shows a list of all gift cards sold through POS, added from client profiles or purchased online. It keeps track of redemptions as well. 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 purchase date. In the upper right, you may search by client name or gift card number. You can also export the report as a CSV, PDF, or print version.
Report Columns
|
Column |
Description |
|
Purchase Date |
Date the gift card was purchased. |
|
Card # |
The unique ID number of the gift card. |
|
Purchase Location |
The location where the gift card was purchased. |
|
Purchase Amount |
The value of the gift card when it was purchased |
|
Purchaser |
Name of the customer who purchased the gift card. |
|
Assigned To |
Name of the recipient of the gift card. |
|
Adjustment Amount |
The amount by which the gift card was adjusted. |
|
Adjusted By |
The name of the staff member who manually adjusted the gift card balance from the client’s profile. |
|
Transaction Date |
The date the gift card was used. |
|
Transaction Location |
The location where the gift card was used. |
|
Client |
The name of the client who used the gift card. |
|
Transaction Amount |
The gift card amount that was used. |
|
Ticket Number |
The ticket number where the gift card was used. |
|
Balance |
The balance remaining on the gift card. |