Gift Card Report (HQ)

The Gift Card report is a Sales report that summarizes each POS interaction involving Gift Cards. In the same way that the Payments report shows the itemized tender records, this report specifies each time an action involving a gift card is performed.

This report can be exported to CSV, Excel and PDF format.

HQ Reports

On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Sales reports select the Gift Card report.

Gift Card report filters

FIELD	DESCRIPTION
PERIOD	Select the period for which you want to generate the report. By default, it is set to Today, once a custom date range is entered it will be change to Custom.
START DATE	This field allows you to adjust the start date of the report.
END DATE	This field allows you to adjust the end date of the report.
SITES	Filter the report by site or group.
STAFF	Filter the report by a specific staff member. - If multiple sites are selected, each value will be prefaced by the site name.
TENDER TYPES	Filter the report by gift card brand.
SEARCH	Filter the report by last 4 of the gift card.
TRANSACTION TYPE	Filter the report by the gift card function that has taken place. Cash out - A gift card was redeemed to cash. Charge - A gift card was accepted as payment. Issue - A gift card was activated. Refund - A gift card payment was refunded. Reload - An active gift card was reloaded with additional funds. Void - A gift card payment was voided. Wipe - A gift card was cleared of its value.

Gift Card report fields

FIELD	DESCRIPTION
DATE/TIME	The timestamp of the event.
SITE	The site associated with the event.
TENDER TYPE	The type of gift card.
TRANSACTION TYPE	The type of action performed on the gift card.
CHECK ID/DEVICE	The check ID and device name at which the event occurred.
CARD NUMBER	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 Check ID)
VALUE	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	The remaining balance of the gift card.