Gift cards

This report is used to print gift cards. Gift cards can be printed at the time of sale or at a later date.

Location

Reports > Financial Reports > Gift Cards

 

Clicking the Recall / Schedule a saved report definition button at the top of the page takes you to the Report Definitions page, where you can select a previously saved report definition.

 

The following fields are available on the Gift Card Report page:

Name of Field

Type

Description

Filters

Report Filter

Hyperlink

The following filters are available on the Gift Card Reports page: Gift Card Type, Gift Card Number Range, Purchase Amount Range, Purchase Date Range, Current Balance Range, Expiry Date Range, System User, Customer, Company, Revenue Site, and Transaction Site.

 

Click the Report Filter link to learn more about reports and their filters.

Options

Print One Per Page?

Checkbox

Option to have each gift card print on a separate page.

Include Online Transactions?

Checkbox

Option to include data from transactions that were created on the customer (public access) site.

 

Note: This option is only visible to system users who do not have a multi-site user profile.

Output Type

Dropdown list

The output type or format of the report, as selected from a predefined list.

 

The available output types are Adobe Acrobat Reader, HTML, and Microsoft Excel.

Sort Options

Gift Card Type

Dropdown list

Option to sort gift cards by type.

Gift Card Number

Dropdown list

Option to sort gift cards by number.

Customer Name

Dropdown list

Option to sort gift cards by customer.

Company Name

Dropdown list

Option to sort gift cards by name.

Save Report Definition

Report Title

Text

Option to save the report definition for later use.

 

Click the Report Filter link to learn more about report definitions.