The Gift Card Balance Report can be found in the Reports tab, under the Clients section. It shows a list of all gift cards sold through POS, added from client profile or purchased online. To access this report:
- Select Dashboard
- Select Reports
- Select Gift Card Balances
- In the upper left you may filter by purchase date or purchase location.
- In the upper right you may search by client name or gift card number.
- You can export the report as a CSV, PDF, or print version. The export buttons are located at the top (see example below).
Column Reference
|
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. |
|
Purchaser |
Name of the customer who purchased the gift card. |
|
Assigned To |
Name of the recipient of the gift card. |
|
Amount |
Original value of this gift card. |
|
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 |
Balance remaining on the gift card. |