Gift Card Report: Balance as on date

The Balance as on date report provides the gift card balance at your center on the selected date. You can view the following details for active gift cards:

  • Remaining balance on the gift card as on the selected date
  • Purchase price, value, and balance
  • Purchase and expiration date
  • Type (Amount or Service)

Table of Contents

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report.
  2. On the main menu, click the Reports tab.
  3. On the Reports Dashboard, navigate to Marketing.
  4. Select Gift Cards from the filter.
  5. Select the Balance as on date report from the list.
  6. The report opens in a new tab. To export the report, on the top right side of the report, click the Excel or .CSV icons.

Filter Criteria

Criteria Description
Date By default, the report is set to the current date. To view the report for a different date, click the calendar icon, and select the required date.

 

Column Descriptions

Column Description
Code The gift card number.
The card number is typically a code associated with the gift card. The front desk or guest can use this code to redeem a gift card, check the balance, or view other gift card details such as the gift card expiry date, price and value on the card etc.
Invoice No Invoice number of the gift card purchase.
Click the invoice number to open the invoice details.
Guest The full name of the guest.
Click the guest's name to open the guest's profile.
Receipt No The receipt number of the redemption invoice.
Purchase Price The price at which the gift card was purchased (excluding tax, if any).
Gift Card Value Value of the gift card purchased.
Value is the extra amount the organization adds to the gift card in addition to its purchase price.
Purchase Date The date when the gift card was purchased.
Expiration Date The date when the card expires.
Balance Value

The remaining amount available on the gift card after redemption.
Note: If value is different from the purchase price, then this column reflects the amount remaining on the value of the gift card.

Example:
If the gift card price is $100 and the value is $150, and if the guest has redeemed the card for $70, then the remaining balance on the card is $80 [Value ($150) - Amount redeemed ($70)].

Balance Price The remaining amount available on the gift card price after redemption.
Note: If value is different from the price, then this column reflects the apportioned amount remaining on the price of the gift card.

Example:
If the gift card price is $100 and the value is $150, and if the guest has redeemed the card for $70, then the remaining balance on the card is $30 ($100-$70).
Type

Displays the gift card type - Service or Amount gift card.

  • Amount gift cards are sold for a specific amount.
  • Service gift cards are sold for a specific services as against a specific amount.
Read: What are Amount and Service Gift Cards?


See Also:

Gift Card Reports

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