Gift Card Report: Sales (Graphical)

The Sales report provides graphic and tabular representation of data for gift card sales in the selected duration. The report considers only closed invoices and payments made using cash, checks, credit cards, or custom payments.

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, click Marketing.
  4. Select Gift Cards from the filter.
  5. From the list of reports, select Sales.
    The report opens in a new tab.
  6. Select the date from the filter criteria below and click Refresh.

Filter Criteria

Criteria Option Description
Date

1 Month
2 Months
3 Months
6 Months
Custom

From the drop-down list, select either 1, 2, 3, 6 months or custom.
If you choose Custom from the list, then specify the 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.

 

Description

The report provides gift card sale data in two formats:

    • Graphical: Provides a graphical illustration of sales based on the filter criteria selected. The vertical bar graph represents the amount realized from gift card sales for the specific months selected.
      Note: The graph does not show the quantity of gift card sold for the period. View the tabular format below to get this data.
    • Tabular: The report provides the graphical data in a table format. To view the data in a tabular format click the Data button.
      Note: To export the data, on the top right corner of the table, click the Excel or .CSV icons .

      A Report Data table opens in a new window. The following data displays in the table:
      • Month: Displays the name of the month based on the filter criteria selected
      • Gift card sales: Displays the amount generated on gift card sales for each month in the selected duration. This includes only closed invoices and payments made using cash, checks, credit cards, or custom payments
      • #Gift cards: Displays the quantity of gift cards sold in the month


See Also:

Definitions of Sales, Revenue and Collections

Gift Card Reports

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