Gift Card Balance Report
Report Guide for Users
What this report shows, the choices you make when running it, and how to read each section.
What this report is for
The Gift Card Balance Report gives you a real-time snapshot of every gift card that still has money on it right now. It's a simpler, point-in-time alternative to the Gift Card Summary report — there's no date range to set, since it always reflects the current outstanding balance across your active gift cards.
How the report works
The report pulls every gift card that is active, has a balance greater than zero, and hasn't expired (or has no expiration date at all). It then totals that balance by gift card type, and also lists out every individual card.
The choices you make when running it
There's only one setting to consider.
| Setting | What it does |
|---|---|
| Gift Card Type | Filter the report down to one or more specific gift card types. Leave all selected to include every type. |
Columns on the report
Gift Card Balance (summary)
| Column | Description |
|---|---|
| Gift Card Type | The type of gift card. |
| Gift Card Balance | The combined outstanding balance across every active, unexpired card of that type. |
Gift Card Details
| Column | Description |
|---|---|
| Gift Card ID | The internal identifier for the gift card. |
| Gift Card Barcode | The barcode number printed on the gift card. |
| Gift Card Type Name | The type of gift card. |
| Original Balance | The amount the card was loaded with when it was first purchased or generated. |
| Current Balance | The card's remaining balance right now. |
| Net Adjustment Amount | The total of any manual balance adjustments made to the card. |
| Net Adjustment Note | The reason/purpose entered for the most recent manual adjustment, if any. |
| Expiration Date | The date the card expires, if it has one. |
How to read the layout
The report opens with the Gift Card Balance summary table, giving you a quick total by gift card type, followed by the Gift Card Details list showing every individual card that makes up those totals. A timestamp at the top of the report shows exactly when it was run, since the balances reflect that moment rather than a date range.
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