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Gift Card Liabilities Report
Gift Card Liabilities Report

Overview of the Gift Card Liabilities report which provides you with a detailed list of all unused gift card balances.

Training BLVD avatar
Written by Training BLVD
Updated over 4 months ago

Overview

The Gift Card Liabilities report provides you with a detailed list of all unused gift card balances. By default, this report includes every individual gift card. See customization options below to learn how to view by location or by client.

NOTE: This is a point-in-time report, meaning when it is pulled it is providing the current liabilities based on the date and time accessed. There is not an option to view by date range or to view past liabilities.

Default Metrics

Metric

Definition

Gift Card Liability ID

ID of the gift card

Purchasing Client

Name of client who purchased the gift card

Location Name

Name of location that the gift card was purchased at

Gift Card Code

Code of gift card

Gift Card Type

Type of gift card (cash or voucher)

Gift Card Balance

Balance left on the gift card

Customization Options

Gift Card Liabilities by Location

To view by location, change report data from gift card ID to location name.

Gift Card Liabilities by Client

To view gift card liabilities by client, change report data from gift card ID to client name.

Gift Card Count

To view gift card count, add a column for the gift card count metric.

Active Gift Cards

To view a count of active gift cards, add a column for the active gift card metric.

NOTE: This was formerly a beta report.

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