The Gift Cards Report is a sales report that displays detailed information about all the gift cards purchased and redeemed by clients during the selected date range.This article describes how to view the Gift Cards Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.
In this article:
To view your Gift Cards Report:
- Click the App Drawer button .
- In the App Drawer, click View All.
- In the list, click Reports. You can filter the list by entering Reports into the Search field.
- On the Reports menu, click Sales.
- On the Sales menu, click Gift Cards. The Gift Cards Report is displayed.
Summary cards in the Gift Cards Report
|Total Gift Cards||The total number of gift cards purchased during the selected date range.|
|Redeemed||The number of gift cards that were redeemed during the selected date range.|
|Not Redeemed||The number of gift cards that were active but not redeemed during the selected date range.|
|Expired||The number of gift cards that expired during the selected date range.|
|Deactivated||The number of gift cards that were deactivated during the selected date range.|
Headings in the Gift Cards Report
|Purchase ID||The purchase ID of the sold gift card, which can also be found on the gift card receipt.|
|Purchase Date||The date and time on which the gift card was purchased.|
|Send Date||The date and time the gift card was sent to the recipient. If the gift card wasn’t sent via email, this column will be blank.|
NoteThe send date may have a Failed status if the email failed to send. For more information see Troubleshooting: Clients aren’t receiving email or SMS notifications.
|Sale Location||The business location where the gift card was sold.|
|Redemption Location||The business location where the client redeemed the gift card.|
|Purchaser||The name, email, phone number, and profile image of the client who purchased the gift card is listed in this column. Relevant details about this customer, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.|
|Recipient||If the recipient is already a client, their client information is displayed. If the recipient isn’t a client, the email address for the recipient is listed.|
If the recipient is a guest, Guest appears in this column.
|Gift Card Number||The ID number for the gift card.|
|Gift Card Type||The type of gift card. There are two types of gift cards: Dollar Gift Cards which contain a dollar value or Products and Services Gift Card which contain set Purchase Options and/or services.|
|Gift Card Status||The gift card’s status is displayed in this column. The possible statuses are Redeemed by [name of client], Not Redeemed, Expired, and Deactivated.|
NoteIf the type of gift card is a Products and Services Gift Card, the Redeemed by [name of client] status is displayed when the gift card is applied to the client’s profile. If the type of gift card is a Dollar Gift Card, the Redeemed by [name of client] status is displayed when the gift card is used at checkout. If the gift card is redeemed by a guest, the Redeemed by [name of client] will display the name of the recipient entered when purchasing the gift card.
|Redemption Amount||The dollar value that was used on a Dollar Gift Card the first time it’s been redeemed.|
|Point of Redemption||The area where the gift card was redeemed. The possible point of redemption areas are Online Store, Client’s Profile, and Registration.|
Note If the gift card is redeemed by a staff member through the Client Web App, the Achieve Client App, or the Elevate Staff App, the point of redemption is Online Store.
|Expiration Date||The expiry date of the gift card. If the gift card isn’t set to expire, this column is blank.|
|Current Balance||The remaining dollar value of a Dollar Gift Card after it’s been redeemed. The remaining dollar value is updated every time the Gift Card is used.|
NoteIf the type of gift card is a Products and Services Gift Card, this column will remain blank
|Sale Price||The price paid for the gift card.|
|What’s Included||The products and services included in the gift card or dollar value of the gift card at purchase.|
|Action||Click the Action button in this column to open the menu. From this menu you can resend the gift card by email to the recipient, view the details of the gift card, or deactivate the gift card|
Advanced filters in the Gift Cards Report
|Gift Card Status||Use this filter to determine which gift cards to include in the report based on whether they’ve been redeemed or not.|
|Gift Card Type||Use this filter to determine which gift card to include in the report based on the type of gift card purchased.|
|Redemption Date||Use this filter to determine which gift cards to include in the report based on the date range during which they were redeemed.|
|Gift Card Value||Use this filter to determine which gift cards to include in the report based on the price range of the gift card.|