Gift Card List Report

Gift Card List Report

Gift Card List Overview

The "Gift Card List Report" lists all gift cards and details applicable to each, with filter options based on the current balance.

1. Reaching the "Gift Card List Report"

To reach the "Gift Card List Report," follow the below steps:

Step 1: Log into Control Center
Step 2: Choose Point of Sale
Step 3: Choose Reports
Step 4: Choose List Reports
Step 5: Choose Gift Card List Report 

See Figure A. You will see many types of list reports that will be useful to your retail business. By clicking the drop-down selection, you will see the different types of list reports.

                                                                                      Figure A

2. Generating a "Gift Card List Report"

To generate a Gift Card List Report, click on "Generate Report."       
                                                                                     

                                                                                             Figure B
Fields:
  1. Gift Card #: The column describes the unique gift card number that identifies the gift card that was issued. 
  2. Customer Name: Here, the customer's name is mentioned in whose name the transaction has been carried out.
  3. Created By Employee: Here, the name of the employee who created the gift card is mentioned. 
  4. Created Store: This column displays the physical location of the store.
  5. Balance: This column displays the balance value of that card.
  6. Active: This is a flag value that is being fetched from "Gift Cards" that displays whether the gift card is active or deactivated.
  7. Created at: This column displays the date when the gift card was created at the store.
  8. Last Activity: This column mentions the last activity that happened on that card, e.g., manual, sale, or redemption.
  9. Last Activity Location: This column will display the location where the gift card was last used.
  10. Last Change Amount: Here, the last change amount value on the gift card is displayed.

3. Balance Filters

  1. All Gift Cards: Choosing this option will display the report for all the gift cards. See Figure B.
  2. Gift Card with 0 Balance: Choosing this option will display the report for the gift cards with 0 balance. See Figure C.

                                                                                       Figure C
  1. Gift Card with Any Balance: Choosing this option will display the report for the gift cards with any balance amount. See Figure D.

                                                                                                                                                                          Figure D
  1. 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.

                                                                                             Figure E

    • Related Articles

    • Gift Card Sales Report

      Gift Card Sales Report The "Gift Card Sales Report" will show every sale of gift cards that has taken place. Different filters can be applied to display filter-specific reports, such as Balance Filters, Filter by Customer, etc. This gift card can ...

    • Gift Card History Report

      Gift Card History Report When a gift card is loaded with money, then the recipient is allowed to use it as a form of payment or part of payment to make purchases at the accepted store locations. The "Gift Card History Report" will show transactional ...

    • Tenders List Report

      Tenders List Report Overview Tenders are payment methods created in the Control Center and used in the POS for transactions. They include cash, cards, gift cards, and more. Each tender has a unique ID and specific rules, including refund eligibility ...

    • Gift Cards

      Gift Cards Overview A gift card is a form of payment that can be used to make a purchase at a retail store. You can use any card that you wish as long as it has a unique number. You can use a barcode on the card as well. You are able to load money ...

    • Credit Card Settings

      Credit Card Settings Overview POS -> POS Device Global Settings -> "Credit Card Settings" When customers reach the cashier to check out their item purchase, they can use different tenders such as cash, debit cards, credit cards, checks, etc. ...