The gift card details report tracks essential details (price and value, expiration details etc.,) of all gift cards issued at your location. The report displays details for both active and expired gift cards.
Use this report to:
- Track the price and value of gift cards issued from your center
- View the types of gift cards issued – Amount or Service
- View the purchase invoice, date and expiry details
- View outstanding balances on the gift cards
Table of Contents
Follow these steps to run the report:
- Make sure you have selected the center for which you want to run the report.
- On the main menu, click the Reports tab.
- On the Reports Dashboard, navigate to Marketing.
- Select Gift Cards from the filter.
- Select the Details report from the list.
The report opens in a new tab.
- Select the appropriate options from the Filter Criteria and click Refresh.
- To export the report, on the top right side of the report, click the Excel or .CSV icons.
|From the drop-down list, select either 1, 2, 3, 6 months or custom.
If you choose Custom from the list, then specify custom dates in the From and To fields.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.
|Gift Card Type||All
Gift cards sold are of two types - Amount and Service.
Select from the drop-down list, the gift card type. Select All, if you want to view both gift cards types (service and amount).
|Code||The gift card number.
The card number is typically a code associated with the gift card. The front desk or guest can use this code to redeem a gift card, check the balance, or view other gift card details such as the gift card expiry date, price and value on the card etc.
|Invoice No||The gift card purchase invoice number.
Click the invoice number to view the associated gift card purchase invoice.
|Receipt No||The receipt number of the purchased gift card.|
|Guest||The full name of the guest.
Click the guest's name to open the guest's profile.
Note: Gift cards purchased online without the guest signing-in, appear as Online Guest. Clicking the name does not populate any information.
|Center||The center where the gift card was purchased.|
|Occasion||The occasion for which the gift card is purchased. If the occasion was not selected at the time of purchase, this column remains blank.|
|Recipient||The name of the gift card recipient (if provided at the time of purchase).|
|Purchase Date||The date when the gift card was purchased.|
|Expiration Date||The date when the card expires.
If "Never Expires" is displayed, it indicates that the center sold the gift card without a validity period.
|Purchase||The price at which the gift card is purchased (excluding tax, if any).|
|Value||Value of the gift card purchased.
Value is the extra amount the organization adds to the gift card in addition to its purchase price.
The remaining amount available on the gift card after redemption.
Displays the gift card type - Service or Amount gift card.
|Service(s) Part of Gift Card||
If the gift card purchased is of Service type, the services linked to the gift card displays in this column.Note: If the gift card is of Amount type, then this column is blank.
This column is applicable for online purchases. It shows the name of the guest who purchased the gift card.
|Recipient Email||This column is applicable for online purchases. It shows the email address entered as the recipient of the gift card.|
|Source||Indicates if the gift card was purchased from the store (Zenoti) or online (Web).|