Gift Card Activity Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Gift Card Activity Report	https://dashboard.boulevard.io/reports/gift_card_activity

Overview

The Gift Card Activity report helps you see every gift card purchase, redemption, refund, and manual adjustment at a transaction level. It provides an event-level record of all gift card liability activity, showing where cards were purchased, where and by whom they were redeemed, and the current balance remaining.

Use this report to confirm all redemptions are landing correctly, reconcile outstanding gift card balances, and investigate a specific client's or card's full redemption history. It's especially useful for tracking cross-location gift card movement and analyzing redemption patterns by location or purchase channel, since you can filter by activity type, client, or date to isolate exactly the activity you need.

Note: This report includes all gift card activity, not just redemptions — use the Activity Type filter to isolate purchases, redemptions, refunds, or manual additions. Current Balance reflects the gift card's balance as of today, not at the time of each activity row; to reconstruct a historical balance, sum Transaction Amounts by activity type up to that date. See the Report Caveats section below for how Purchasing and Redemption location and client fields differ on gift cards purchased at one location, or by one person, and redeemed by another.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Track gift card redemption activity	Monitor all instances where gift cards are redeemed, including date, location, and redeemed value.	Which gift cards were redeemed today? Where were gift cards redeemed and for how much?
Reconcile gift card usage with balances	Validate that redemption activity aligns with remaining gift card balances and outstanding liabilities.	Why did this gift card balance decrease? Has this card been partially or fully redeemed?
Investigate client redemption history	Review how a specific client redeemed gift card value across transactions and locations.	Has this client used their gift card before? How many times has this card been redeemed?
Analyze redemption patterns by location	Understand where gift cards are most frequently redeemed to support staffing, promotions, or fraud review.	Which locations redeem the most gift card value? Are redemptions clustered at specific locations?
Support customer service inquiries	Provide transaction-level detail to resolve disputes or questions about gift card usage.	When was this gift card redeemed? Who redeemed it and at which location?
Assess redemption behavior by purchase source	Compare redemption activity for gift cards purchased online versus in-person.	Do online-purchased gift cards get redeemed faster? Is redemption behavior different by purchase channel?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Financials Reporting > Liability Activity
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your gift card workflows must be setup properly:
- Gift Cards must be enabled in your business settings
- Gift Card sales and redemptions must be processed and completed during checkout
- Manual gift card adjustments must be completed in client profiles

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Activity ID (hidden in table, visible in exports)	Unique identifier for the transaction event in which gift card value was redeemed.	5b2ef277-14de-4481-ac71-d9a55b805769	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Activity Date	Date associated with the gift card activity	2023-04-25	Yes
Gift card code	The unique code assigned to the gift card.	disabled_1682456953074_122	Yes
Activity Type	Indicates whether the gift card amount was granted, redeemed.	Manual Update	Yes
Purchase Location	Name of the business location associated with the membership sale.	New York.	Yes
Purchasing Client name	The purchasing client’s full name.	Benny "Skunky" Dretzka	Yes
Redemption Location Name	Name of the business location associated with the gift card redemption.	Beverly Hillss	Yes
Redemption Client name	The Redemption client’s full name.	guyclient eilamclient	Yes
Order Number	Order number associated with a gift card activity.	24317	Yes
Transaction Amount	The dollar amount of gift card value applied and redeemed on this transaction.	75	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Activity ID	Unique identifier for the transaction event in which gift card value was redeemed.	5b2ef277-14de-4481-ac71-d9a55b805769	No
Activity Date	Date associated with the gift card activity	2023-04-25	Yes
Gift card code	The unique code assigned to the gift card.	disabled_1682456953074_122	Yes
Activity Type	Indicates whether the gift card amount was granted, redeemed.	Manual Update	Yes
Purchase Location	Name of the business location associated with the membership sale.	New York.	Yes
Purchasing Client name	The purchasing client’s full name.	Benny "Skunky" Dretzka	Yes
Redemption Location Name	Name of the business location associated with the gift card redemption.	Beverly Hillss	Yes
Redemption Client name	The Redemption client’s full name.	guyclient eilamclient	Yes
Order Number	Order number associated with a gift card activity.	24317	Yes
Transaction Amount	The dollar amount of gift card value applied and redeemed on this transaction.	75	No
Purchase Location	Name of the business location associated with the membership sale.	Charlotte	No
Redemption Location Name	Name of the business location associated with the gift card redemption.	Ashland	No
Gift card ID	Unique identifier for a client-specific gift card instance.	5412c5ce-b549-46b6-aaea-6e4addaf24cb	No
Gift Card Type	The type of gift card sold (Cash or Voucherl).	Cash	Yes
Purchase Source	Indicates the channel through which the gift card was purchased. One of: Online or In-Person, or Manual	Online	Yes
Purchasing Client id	Unique identifier for the purchasing client in the system.	12da90d8-28ba-4366-83c9-b31e577f8330	No
Redemption Client id	Unique identifier for the Redemption client in the system.	12da90d8-28ba-4366-83c9-b31e577f8330	No
Redemption Location Id	Unique identifier for the business location from an external system, if applicable.	2c91d997-4184-4e06-a534-ac96a27dceff	No
Is Manual Adjustment	Flag indicating whether the account credit activity was performed manually (true = manual adjustment).	FALSE	Yes
Purchasing Location External Id	Unique identifier for the business location from an external system, if applicable.	123456	No
Purchasing Location Id	Unique identifier for the business location associated with the gift card sale.	893203d8-8921-4e89-a8d0-fc43dfcbfc61	No
Purchasing Client email address	The purchasing client’s primary email address.	email@email.com	No
Purchasing Client external id	Unique identifier for the purchasing client from an external system, if applicable.	188772666	No
Purchasing Client mobile #	The purchasing client’s mobile phone number.	(+)16176861349	No
Redemption Client email address	The Redemption client’s primary email address.	email@email.com	No
Redemption Client external id	Unique identifier for the Redemption client from an external system, if applicable.	zapier-urn:blvd:Client:e3cd8ddf-5826-4181-98ac-d7ea39609686	No
Redemption Client mobile #	The Redemption client’s mobile phone number.	(+)16176861349	No
Redemption Location External Id	Unique identifier for the business location from an external system, if applicable.	TEST	No
Is Refunded	Flag indicating whether the account credit activity involved a refund (true = refunded).	FALSE	No
Is Active	Flag indicating whether the gift card is active or it has been disabled.	True	Yes
Current Balance	Balance left on the gift card as of today	10	No
Purchasing Location Tags	Location tags associated with the business location, if available.	Charlotte	Yes
Redemption Location Tags	Location tags associated with the business location, if available.	Ashland	Yes
Location Tags	Tags associated with the business location, if available.	Charlotte	Yes
Order tag	Order tag associated with the order, if applicable.	First Time	Yes
Client tag	Client tag associated with the purchasing client, if applicable.	New Client	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
This report covers all gift card activity — not just redemptions	Unlike the Beta Reports gift card report which only showed redemptions, this report surfaces all gift card activity from the liability ledger: purchases (when a gift card is sold to a client), redemptions (when gift card value is applied to an order), refunds (when an order refund is credited back to a gift card balance), and manual additions (when staff manually adjust a gift card balance). Use the Activity Type filter to isolate a specific type of activity.
Refunds to a gift card balance appear as a separate Refund activity row	When an order is refunded and the refund amount is returned to the client's gift card balance, that event appears in this report as a distinct Refund activity row with a positive Transaction Amount — it represents value being added back to the liability.
Purchasing Location and Redemption Location are separate fields — they will differ for cross-location activity	Gift cards can be purchased at one location and redeemed at another. This report surfaces both Purchasing Location Name and Redemption Location Name as separate fields. For purchases and manual additions, Redemption Location Name may be blank. For redemptions, both fields will be populated when the card was originally purchased at a different location. Use both fields together when analyzing cross-location gift card movement.
Purchasing Client and Redemption Client are separate fields — they will differ when a gift card is gifted	A gift card may be purchased by one client and redeemed by a different client when the card is given as a gift. This report captures both the Purchasing Client and the Redemption Client as separate fields. When these differ, it indicates the gift card was used by someone other than the original buyer. For purchase and manual addition rows, Redemption Client Name may be blank as no redemption has occurred yet on that specific activity row.
Current Balance reflects the gift card's balance as of today — not at the time of each activity row	The Current Balance field shows the remaining balance on the gift card at the time the report is run — it is not a snapshot of the balance at the time each activity occurred. If a card has been partially redeemed since a purchase row was recorded, Current Balance will reflect the remaining amount today — not the original full purchase amount. To reconstruct a historical balance at any point in time, sum Transaction Amounts by activity type for all rows up to that date: add purchases, refunds, and manual additions; subtract redemptions.
Manual additions show as a positive activity row — use Is Manual Adjustment and Points Update Reason to identify them	When a staff member manually adds value to a gift card balance, that event appears in this report as a Manual Update activity row with a positive Transaction Amount. Use the Is Manual Adjustment flag and the Points Update Reason field to identify these rows and understand why the manual adjustment was made. Manual adjustments my not have an associated Order Number since they are not tied to a checkout transaction.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Track gift card redemption activity	Monitor all instances where gift cards are redeemed, including date, location, and redeemed value.	Use the default configuration. Filters: set Activity Date to the period you want to review; filter Activity Type = Redemption; filter by Purchasing Location Tags or Redemption Location Tags as required.
Reconcile gift card usage with balances	Validate that redemption activity aligns with remaining gift card balances and outstanding liabilities.	Use the default configuration. Columns: add Current Balance. Filters: set Activity Date to the period you want to review; filter by Gift Card Code or Purchasing Client Name to scope to a specific card; filter Activity Type = Redemption to isolate redemption events only.
Investigate client redemption history	Review how a specific client redeemed gift card value across transactions and locations.	Use the default configuration. Columns: add Current Balance, Is Manual Adjustment. Filters: filter by Purchasing Client Name or Gift Card Code to scope to a specific client or card; set Activity Date to all time if investigating the full history; Activity Type = leave unfiltered to see all event types.
Analyze redemption patterns by location	Understand where gift cards are most frequently redeemed to support staffing, promotions, or fraud review.	Group by: Redemption Location Name Columns: Transaction Amount. Filters: filter Activity Type = Redemption; set Activity Date to the period you want to analyze; filter by Location Tags as required; sort by Transaction Amount descending.
Support customer service inquiries	Provide transaction-level detail to resolve disputes or questions about gift card usage.	Use the default configuration. Columns: add Is Manual Adjustment, Order Number. Filters: filter by Purchasing Client Name or Redemption Client Name to find the client; set Activity Date to the relevant period.
Assess redemption behavior by purchase source	Compare redemption activity for gift cards purchased online versus in-person.	Group by: Purchase Source, Activity Type. Columns: Transaction Amount. Filters: filter Activity Type = Redemption; set Activity Date to the period you want to analyze; filter by Purchasing Location Tags as required.