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Gift Certificate Usage Report
The Gift Certificate Usage Report provides a clear and concise overview of all gift certificate activity. It tracks their issuance, how they're used, and their current balances, helping you effectively monitor gift certificate programs and manage customer redemptions.
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Navigation
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Operations → Reporting → Financial → Gift Certificate Usage |
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Overview
The "Gift Certificate Usage" report provides a breakdown of purchases of gift certificates and their usage, including remaining balance.
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Not Schedule-able
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Report Structure
This report is organized on a single tab, with each row representing a unique gift certificate and its associated activity details.
Columns
The report includes the following columns:
Code: The unique identifier for each gift certificate.
Original Balance: The initial value of the gift certificate when it was issued.
Remaining Balance: The current balance available on the gift certificate.
Expiration: The date on which the gift certificate expires (if applicable).
Activity Description: A brief explanation of the activity (e.g., issuance, redemption, adjustment).
Activity Date: The date when the activity associated with the gift certificate occurred.
Activity Amount: The monetary value of the specific activity (e.g., the amount redeemed or adjusted).
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Purpose and Usage
This report is a vital tool for managing your gift certificate programs:
Track Usage: Monitor how gift certificates are being used, their remaining balances, and identify any certificates nearing their expiration date.
Customer Service & Reconciliation: The Activity Description and Activity Amount columns provide detailed insights into when and how certificates are used, aiding both customer service inquiries and financial reconciliation efforts.
Running the Report
To run the report, you'll enter the time period for the report into the "From" and "To" fields (format MM/DD/YYYY) then click the "Generate Report" button.
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