Gift Card History Report

Gift Card History Report

Gift Card History Report

A gift card is a form of payment that can be used to make purchases at retail stores. You load money onto the card, which you or the gift card's recipient can then spend at accepted locations.
The Gift Card History Report will show transactional data involving gift cards. Different filters can be applied to display filter-specific reports, such as Transaction Filters, Balance Filters, Filter By Customer, etc.

1. Reaching the Gift Card History Report

To reach the "Gift Card History Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Sales Reports
  5. Step 5: Choose Gift Card History Report   
See Figure A. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.

                                                                         Figure A

By clicking "Gift Card History Report," you will be redirected to the "Gift Card History Report" page with relevant filtering and sorting options.


                                                                        Figure B

You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized sales history data in the report.

2. Generating the Gift Card History Report 

When you navigate to the page, you will see the options pre-selected by default. You can generate the "Gift Card History Report" for the selected date range. 

Report Types:
  1. Summary Report: Choosing this option will display the report in summary form. It shows the last transaction that happened in the selected date range.
  2. Details Report: Choosing this option will display the report in a detailed form. It shows all the transactions in detail that happened in the selected date range.

                                                                                              Figure C

Enter the gift card number for which you wish the Gift Card History Report to be fetched.                                             
                                                                                       Figure D

Fields
  1. Store Number: This column displays the store number.
  2. Store Name: This column displays the store name of the physical store.
  3. # of Hits: This column displays the number of transactions in which that card is involved in the selected date range and at the mentioned location.
  4. Total Sales: This column displays the total sales amount in which the selected gift card has been involved. 
  5. Manual Change Count: This column displays the number of counts for the manual load transaction type. 
  6. Manual Change Amount: This column displays the amount value for the manual load.
  7. Redemption Count: It displays the number of times the gift card has been used during the transaction.

Gift Card #:

The gift card number is a unique number that identifies the gift card that was issued. 

                                                                                    Figure E

Transaction Types:

This filter type filters the report and displays it with three different transaction types:

                                                                               Figure F

1) Sales History: This filter will display the report of the selected gift card when it was sold.
2) Manual Load: This filter will display the report when the gift is loaded with a balance (money).
3) Redemption: This filter will display the report when the gift card is used to redeem the balance.

Balance Filters:

The Balance Filter type works in sync with "Filter by Customer" and will display the Gift Card Report with respect to the selected customer.

                                                                                Figure G

For this, you do not need to enter a gift card number.
  1. All Gift Cards: Choosing this option will display the report for all the gift cards for the selected customer(s) in the "Filter By Customers" field.
  2. Gift Card with 0 Balance: Choosing this option will display the report for the gift cards with 0 balance issued for the selected customer(s) in the "Filter By Customers" field.
  3. Gift Card with Any Balance: Choosing this option will display the report for the gift cards with any balance amount issued for the selected customer(s) in the "Filter By Customers" field.
  4. Gift Card with Greater Than X (Entered Amount): Choosing this option will display the report for the gift cards with an amount value greater than the entered amount issued for the selected customer(s) in the "Filter By Customers" field.

                                                                                  Figure H

Filter By Customers:

This filter option will filter the report by customer. Select the customer's name from the list, and the report will be displayed only with the customer's name. The filter-specific result is displayed in Figure I below.
  1. Show All: This option displays the slow-selling items for all the store locations.
  2. Filter by Customers: This button lets you filter the report and generate a report by the customer name. 

                                                                                                Figure J

The Gift Card History Report will be displayed to selected customers in the selected time range. See Figure H.


                                                                                            Figure K

Date Range & Presets

For reports to be displayed for a definite period, you have to select the date range from the Start Date and End Date. The Presets label is provided to select the specific duration/interval to generate the report with that.
This filter is used to fetch the report for the selected date range or time period.


                                                                                           Figure L

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