The Gift Certificates and Gift Cards by Role report displays gift certificate/card values and expiry dates for a range of sales dates and user roles.
Run this report to get a sense of the revenue that is being stored and redeemed through gift certificate/card purchases and redemption. In addition, you can use this report to assess the value of as yet to be redeemed gift certificates/cards for end-of-year closeout and settlement. This report can also help determine gift certificate/card purchases for daily sales reports if required by your organization.
Criteria
The following table describes this report’s criteria:
Criteria |
Description |
Sales Date Format |
Specifies the date to use for the report: •Date Range •Previous 7 Days (excluding today) •Today •Yesterday |
Sales 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 |
Sales 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 |
Advanced Section
The following criteria is available in the advanced section:
Criteria |
Description |
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
The report displays three sections:
•Gift Certificates/Cards Sold: Contains information regarding gift certificates/cards that were sold within the selected date range.
•Gift Certificates/Cards Redeemed: Contains information regarding gift certificates/cards that were redeemed within the selected date range.
•Gift Cards Reloaded: Contains information regarding gift cards that were reloaded.
The following table describes the report output:
Criteria |
Description |
Order Number |
The order on which the gift certificate/card was purchased or redeemed, or for gift certificates, the order from which the gift certificate was generated. Click the order number to view the order details. 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 available balance declines. Links will not function if you email or download the HTML version of the report. |
Contact Name |
The contact associated with the order, if any. |
Gift Card # |
The number assigned to identify the gift card. |
Recipient Name |
The recipient of the gift certificate/card, if any. |
Expiry Date |
The expiry date of the gift certificate/card. |
Type |
Identifies the item as a gift certificate or gift card. |
Amount |
The amount on the gift certificate/card or the amount redeemed. |
