Gift Card Summary

Bryan

Parameters

Start Date: start date at 00:00:00 of gift cards for the sold and used views in the range

View By:

Summary - shows a summary of gift cards sold, gift cards used (when a gift card is used as the payment method for a purchase), and total outstanding gift card balance as of Summary as of Date
Details - shows outstanding balance details for each gift card
Usage - shows gift card usage grouped by gift card

End Date: end date at 23:59:59.999 of gift cards for the sold and used views in the range

Summary as of Date: the date at 23:59:59.999 for the total outstanding gift card balance

View by Summary

Gift Cards Sold for Range: total amount of gift cards sold during the selected date range
Gift Cards Used for Range: total amount of gift cards used during the selected date range
Total Outstanding Gift Card Balances as of Summary as of Date: the total current balance of gift cards (liability) as of the Summary as of Date selected.
Unsold Balance: the total outstanding balance of all gift cards that customers did not pay. For example, the Bulk Generated gift cards that are created in the Gift Card Management module. They could be the giveaway gift cards as a promotion to customers.
Manual Balance Adjustment Value: from manually editing the gift cards' current balance via the "Gift Card Management" module of the system.
- For example, a gift card with a Current Balance of $20 was manually edited to have a $25. The report will count the $5 as manually adjusted. The same goes if the user changes it to a lower value. Changing the $20 gift card balance to $17 will have the report count -$3 towards the "Manual Balance Adjustment" value.

View by Details:

Gift Card Id: unique GiftCardId of the gift card
Gift Card Barcode: unique barcode of the gift card
Barcode Type: barcode type of the gift card
Current Balance: current balance of the gift card
Original Balance: original balance of the gift card
Purchase Date: purchase date time of the gift card
Expiration Date: expiration date time of the gift card
Date Gift Card Last Used: date time that the gift card was most recently used
Transaction Id: transactionId of the purchase of the gift card
Reload Amount: if the gift card has been reloaded with more value since the initial load, you will see the amount of the reload(s).
Reload Date: if the gift card has been reloaded with more value since the initial load, you will see the date time of the reload(s).
Reload Trans Id: if the gift card has been reloaded with more value since the initial load, you will see the transactionId of the reload(s).

View By Usage: