The Gift Certificate/Card Transactions report displays gift certificate and gift card transactions performed within a particular date range.
Criteria
The following table describes this report’s criteria:
Criteria |
Description |
Gift Certificate Types |
Filters by the selected gift certificate type(s). |
Transaction Date Format |
Specifies the date to use for the report: •Date Range •Previous 7 Days (excluding today) •Today •Yesterday |
Transaction Date From |
If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date. Any value entered into this field will only apply if Date Range is used. Click |
Transaction Date To |
If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date. Any value entered into this field will only apply if Date Range is used. Click |
Expiry Date Format |
Specifies the date to use for the report: •Date Range •Previous 7 Days (excluding today) •Today •Yesterday |
Expiry Date From |
If you are entering a date range, this is the date from which data will be included in the report. This date is inclusive where the starting time will be 0:00:00 on the selected date. Any value entered into this field will only apply if Date Range is used. Click |
Expiry Date To |
If you are entering a date range, this is the date to which data will be included in the report. This date is inclusive where the end time will be up to 23:59:59 on the selected date. Any value entered into this field will only apply if Date Range is used. Click |
Show Detail? |
Enables you to view transactions by user role or group, additional details about the order are also included such as the contact name, and order number. Otherwise, totals are provided by user role. |
Group Report By |
Groups results by user role or user group. |
Advanced Section
The following criteria is available in the advanced section:
Criteria |
Description |
Min. Transaction Amount |
Filters results in order from the lowest to the highest gift certificate or gift card transaction. |
Max. Transaction Amount |
Filters results in order from the highest to the lowest gift certificate or gift card transaction. |
User Role |
Filters by the selected user role(s). This is the user who sold or modified the gift certificate/card and/or redeemed gift certificate/card. |
User Role Group |
Filters by the selected user role group(s). This is the user who last updated the order. |
Output
This report displays three sections:
•Summary: Contains information regarding all gift certificates and gift cards sold and redeemed within the selected date range.
•Gift Card: Contains information regarding gift cards sold and redeemed within the selected date range.
•Gift Certificate: Contains information regarding gift certificates sold and redeemed within the selected date range.
The following image illustrates the report output:
The following table describes the report output:
Criteria |
Description |
Original Order # |
The order on which the gift certificate or card was purchased. To view the details of an order, click the order number. |
Transaction Order # |
The order on which the gift certificate or card was redeemed. When a gift certificate is redeemed and there remains a balance on the gift certificate, a new gift certificate is generated with the remaining balance. When a gift card is redeemed, the balance decreases. |
Customer Name |
The contact associated with the original order, if any. |
Expiry Date |
The date and time the gift certificate or gift card becomes invalid. |
Transaction Date |
The date and time the gift certificate or gift card was purchased or redeemed. |
Card # |
The gift card number used for this transaction. |
Transaction Certificate # |
The gift certificate or card number used for this transaction. |
Original Certificate # |
The number assigned to identify the sold gift certificate on the original order. |
Purchased |
The total amount added to the gift card or gift certificate. |
Redeemed |
The total amount of the selected gift card or gift certificate the customer has spent. |
Balance |
The total amount remaining on the gift card or gift certificate. |
