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Using the gift card report

Gift card reporting gives you a breakdown of your gift card totals and overview of your gift card sales. It also contains a list of all gift cards sold, so you can view individual gift card details, including current balance and redemption status.

By default, you will see the last 1000 issued gift cards in the report. You can use the search bar to find specific gift cards or export the gift card report for more options.

Accessing the gift card report

To access gift card reporting:

  1. Navigate to Reporting > Gift card reports.

    Gift-card-export-1

  2. View the summary of gift card totals at the top of the report:
    • Total value sold: Total value of all gift cards that have been sold in your store since you activated the gift card feature.
    • Total value redeemed: Total amount of gift card value that has been redeemed in your store to date.
    • Outstanding balance: Total outstanding gift card value that hasn't been redeemed yet.
    • Gift cards in circulation: Number of sold gift cards that are active and in circulation.

      Gift-Card-Report-Totals

Viewing individual gift card details

  1. Navigate to Reporting > Gift card reports.
  2. Scroll down to find a specific gift card, or use the search bar at the top of the page to look up the gift card number.

    Entering the first few characters of a gift card number in the search field will return all gift card codes starting with those characters.

  3. In the table, find the gift card number and view:
    • Total sold: Value added to the gift card when it was first issued to a customer.
    • Total redeemed: Amount of the gift card that has been redeemed to date.
    • Balance: Current remaining unredeemed value on the gift card.

      Gift-Card-Report-List

  4. To view the gift card's transaction history log, click the gift card number to expand the row and view:
    • Date: Date and time of the transaction event.
    • Status: Type of transaction event (Issued, Redeemed, Reloaded, Reversed).
    • Amount: Amount processed during the transaction. Redeemed transactions will have a negative value.

      Gift-Card-Report-Expanded

Exporting gift card information

To export your gift card information:

  1. Navigate to Reporting > Gift card reports.
  2. Click Export report.

    Gift-card-export

  3. Choose a destination folder for the export file download, then click Save.
  4. Open the export file in Google Sheets or Excel to view:
    • Gift card codes
    • Created date
    • Last used date
    • Balance
    • Status (active, redeemed, etc.)
    • Customer ID and source
    • Order ID and source
    • Location ID
    • Last recipient email

What's next?

Import and exporting gift card balances

Import gift card balances or export to a CSV.

Learn more

Selling gift cards in Retail POS

Complete a gift card sale.

Learn more

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