Daily Reports: Gift Card Collections (Month)

This report displays the month-to-date center collections (sales) for gift cards and pre-paid cards. You can track the collections of your center based on each payment type - cash, card, check, and custom payments.
Example: If you select the date as 15th August 2016, then the report displays the total collections from 1st August 2016 to 15th August 2016.

You can use this report to:

  • Track cash collections on a specific month-to-date
  • Track non-cash payments on a specific month-to-date, including card, check, and custom payments

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 Daily Reports.
  4. Select the GiftCard Collections (Month) report from the list of reports.
  5. 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 Select the month for which you want to view the data.
This report displays the month-to-date center collections (sales) for gift cards.
Example: If you select the date as 15th August 2016, then the report displays the total collections from 1st August 2016 to 15th August 2016.

 

Column Descriptions

Note: If the invoice includes a gift card or pre-paid card and any other purchase such as a service or product, then the report displays only the amount collected on the gift card or pre-paid card sale and excludes the amount collected on the sale of the service or product.
Example: The sum total on an invoice is $150 (gift card sold for $100 + service purchased for $50). The Gift Card Collections (Month) report displays only the amount collected on the gift card sale which is $100.

Column Description
Cash Total cash payments received on the sale of gift cards and pre-paid cards for the month.
Card Total card payments received on the sale of gift cards and pre-paid cards for the month.
Check Total check payments received on the sale of gift cards and pre-paid cards for the month.
Custom Total custom payments received on the sale of gift cards and pre-paid cards for the month.
Total The total collection through cash, card, check and custom payments.

 

See Also:

Gift Card Reports

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