Daily Reports: Sales - Gift Cards

The Sales - Gift Cards report provides detailed information of all gift card sales made in your center on the selected date.

You can use this report to:

  • Track your center’s total sale on gift cards
  • View open and closed sale invoices
  • View a comprehensive breakdown of all gift card sales – price, value, tax, mode of payment etc.
  • View the gift cards sold as a part of a promotion
  • View gift card sales generated by employees of the center

Table of Contents

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report.
  2. On the main menu, click the Reports tab.
  3. On the Reports Dashboard, navigate to Daily Reports.
  4. Select the Sales - Gift Cards report from the list of reports.
  5. The report opens in a new tab. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Filter Criteria

Criteria Description
Date By default, the current date displays. To view information for any other date, select the date from the calendar.

 

Column Descriptions

Column Description
Invoice No The gift card purchase invoice number.
Click the invoice number to view the gift card sale invoice.
Guest Code The guest’s customer ID registered in the Guest profile->General tab.
Guest The full name of the guest. Click the name to open the guest's profile.
Receipt No The receipt number of the purchased gift card.
Sold By Name of the employee or service provider who sold the gift card.
Gift Card # 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 email, card expiry date etc.
Promotion The name of the promotion under which the gift card was sold.
Card Value Value of the gift card purchased.
Value is the extra amount the organization adds to the gift card in addition to its price or face value.
Price The price of the gift card (excluding tax, if any).
Discount The amount of discount applied to the gift card sale invoice.
Tax The amount of tax paid on the gift card purchased.
Price Paid The price paid by the guest after deducting discount and adding the tax amount.
Member If the guest is a member at the center, the column displays Yes, else, it displays No.
First Visit If the purchaser is a new guest who has visited your center for the first time, the column displays Yes, else, it displays No.
Payment Type The mode of payment to buy the gift card – cash, check, custom, gift card etc.
Status Invoice status (open or closed).
Created By Employee who created the invoice and billed the guest for the gift card purchase.
Closed By Employee who closed the invoice.

 

See Also:

Gift Card Reports

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