The gift card report summarizes each POS interaction involving Gift Cards. In the same way that the Payments report shows the itemized tender records, this report shows each time an action involving a gift card is performed.
The report provides the details of the gift card, transaction type, staff details who performed the transaction, terminal at which the card has been used, amount, date, and time the card has been used.
You can filter the report with a variety of parameters, including date and time, Staff, card numbers, and transaction types.
Note: HQ users with the relevant permissions can access the report.
To generate a gift card report:
- Login to HQ with your credentials.
- Select SALES and then select Gift Card.
The following table provides information about the available report filters.
To automatically set the Start and End date with context-relevant ranges, use this dropdown. Options Include:
|Start Date||The first day to include in the report results.|
|End Date||The last day to include in the report results.|
|Sites||If you have access to data from more than one site, this lets you filter for site-specific results. If you only have access to one site then it will automatically select that.|
|Staff||If you want to filter for Gift Card events from specific staff, use this. If nothing is selected the report will return results for all staff.|
|Tender Type||If you use multiple types of gift cards, you can filter the results for specific types. If you want all results (or only use one type of gift card), you can leave this blank.|
|Search||If you want entries for a specific gift card and have the last 4 digits of the card, you can filter for it in this field.|
|Transaction Type||Select the gift card transaction type for which you want to view the report. For example, reload, issue, or wipe.|
- Select or confirm your filter parameters and select Run Report to view the information.
The Gift Card Report displays.
The following table provides the details of the column displayed in the report.
Field Description Date/Time Specifies the timestamp of the event. Site Specifies the site name. Tender Type Specifies the type of gift card. Transaction Type Specifies the type of action performed on the gift card. Tab ID/Terminal Name Specifies the check number (TabID) and Device name at which the event occurred. Card Number Specifies the last 4 of the gift card. (Note that to find the credit/debit card USED to load/reload a card, you will need to search the payments report for the matching TabID.) Value Specifies the event amount. (Note that loads, reloads, and charges on a card will be listed as positive values, but refunds will be listed as negative values) Card Balance Specifies the new balance amount in the gift card.
You can export the gift card report to CSV, Excel, and PDF formats.