Gift Card Balances Report

Modified on Fri, 24 Jan at 2:19 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:

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	The location where the gift card was purchased
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