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Outstanding Gift Card Liability Report

The Outstanding Gift Card Liabilities report provides a clear overview of all gift cards with remaining balances

Training BLVD avatar
Written by Training BLVD
Updated over a week ago

Overview

The Outstanding Gift Card Liabilities report gives you a clear view of all gift cards with remaining balances. It’s a quick way to understand how much unredeemed value is still out there and who holds it.


Who is this report for?

Perfect for business and location managers who want to stay on top of financial liabilities and understand gift card usage trends.


When should you use it?

  • To track the total outstanding balance from sold gift cards
    ​

  • To see where and how gift cards were sold β€” in-store or online
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  • To monitor which clients purchased them and who they were gifted to

πŸ’‘ Pro Tip: This report allows you to select a single date, showing the amount of outstanding gift card balances available on this date.


What you'll see in the report

Metric

Definition

Gift Card Code

Unique code assigned to the gift card

Location Name

Name of the business location where the gift card was sold

Created Date

Date the gift card was created

Sold By

Staff member who sold the gift card

Source

Where the gift card was purchased (Dashboard or Online)

Purchasing Client Name

Name of the client who bought the gift card

Recipient Email

Email address of the recipient

Recipient Name

Name of the gift card recipient

Gift Card Balance

Current remaining balance on the gift card

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