Gift Card Sales Report

Gift Card Sales Report

Gift Card Sales 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 Sales Report will show the sales of gift cards - the act of loading a new card. Different filters can be applied to display filter-specific reports, such as Balance Filters, Filter By Customer, etc.

1. Reaching the Gift Card Sales Report

To reach the "Gift Card Sales 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 Sales 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


                                                                                  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 Sales Report 

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

For this, you do not need to enter a gift card number.

Report Types:
  1. Summary Report: Choosing this option will display the report in summary form. It shows the gift card sales of the last transactions that happened in the selected date range.

                                                                                     Figure C
Fields:
  1. Store Number: This column displays the store number that is assigned to its storefront.
  2. Store Name: This column displays the location name of the physical store.
  3. # of Sales: This column showcases the number of sales for the gift card number that is filled in the gift card # field.
  4. Total Sales Amount: This column displays the total number of sales in which the selected gift card has been involved. 
  5. Top Selling Employee: This column displays the name of the employee who involved gift cards in transactions.
Details Report: Choosing this option will display the report in a detailed form. It shows all the gift card sales in detail that happened in the selected date range.


                                                                                              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. Register #: This column displays the register number of the transaction.
  4. Receipt Number: This column displays the receipt number, a unique number that is assigned to each receipt (a token that shows that you have paid for the item that you bought).
  5. Gift Card#: The column describes the unique gift card number that identifies the gift card that was issued. 
  6. Amount: This column showcases the amount for the part of the gift card that is being used.
  7. Customer: Here, the customer's name is mentioned in whose name the transaction has been carried out.

3. Gift Card #:

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

                                                                                      Figure E

4. 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 F
  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.

5. 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 F 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 G

6. 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 H

7. Checkbox Filter

  1. Group by Location: This filter groups the report by location.

                                                                                   Figure I


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