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Gift Card Activity Report

This report provides detailed tracking and transparency regarding all actions related to gift cards, including the initial gift card purchase, redemption, refunds, and manual adjustments.

Things to know:

  • Gift cards will appear in the report whether they were imported without a POS ticket, purchased in POS and the ticket is closed, purchased in POS and the ticket is reopened, purchased online or added to a client profile
  • The report will show each location where a gift card activity took place
  • Changing the location of a gift card on the client's profile does not alter the location of the initial purchase
  • Tickets can only be accessed on the child accounts where they were originally created
  • A gift card is considered “Used” once the ticket is closed

To access this report:   

1. Navigate to Dashboard

2. Select the Reports tab

3. Under the Clients section, select the Gift Card Activity report

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4. When the report loads, you can filter by the location and date. In the upper right, you may search by card number or client name

5. Select "Update" to generate data on the report

You can also export the report as a CSV, PDF, or print version

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Report Filters

Filter Description
Location Location where the gift card activity took place
Date The date of the gift card transaction
Card# or Name The unique ID number of the gift card or the name of the client

Report Columns

Column Description
Card # The unique ID number of the gift card
Purchaser Name of the client who purchased the gift card
Recipient Name of the recipient of the gift card
Date The date of the gift card transaction
Location The location where the gift card activity took place
Ticket # The classifying number associated with the ticket. Clicking this link opens the ticket in MyTime POS
Activity Indicates whether the gift card was purchased, adjusted, used, refunded, etc.
Amount The amount that is associated with the gift card activity

 

For more information contact us at support@mytime.com. 

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