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Gift Card Balances Report

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:  

  1. Select Dashboard
  2. Select Reports
  3. Select Gift Card Balances

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  • 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.

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