Financial Report: Sales - Gift Card

The Sales - Gift Card report provides you details of all the gift cards sold at your center including the sale amount realized, the guest who purchased the gift card, the employee who sold it, and the payment details.  

Table of Contents

Navigation

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, click Finance > Sales (from the filter).

  4. From the list of reports, click Sales - Gift Cards. The report opens in a new tab.

  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.

  6. To export the report, on the top right side of the report, click the Excel ()  or .CSV icons (). 

Filter Criteria

Criteria Options Description
Time Period Today,
Last 7 days,
Last 14 days,
1 Month,
2 Months,
3 Months,
6 Months,
Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days1, 2, 3, or 6 months.
You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August.
Invoice Status All,
Open,
Closed
Select All to view sales of both open and closed invoices.
To view sales of either open or closed invoices, make the appropriate selection as either Open and Closed.
Sold By List of all Employees Select Sold by - All to view gift card sales of all employees.
To view gift card sales of a particular employee, select that employee from the list.
Occasion List of occasions All the occasions that are set up at the organization level are displayed (Admin > Setup > Gift Card Occasions).
Select All to view gift card sales of all occasions. To view gift card sales of a particular occasion, select that occasion.


Column Descriptions

Column Description
Invoice The invoice number. Clicking the invoice number opens the invoice details.
Receipt No The receipt number generated when the invoice was closed.
Note: If the invoice is open, no receipt number is generated.
Sold On The date on which the gift card was sold.
Guest The name of the guest who purchased the gift card.
Guest Center The primary center of the guest (the center at which the guest's profile was first created).
Employee Code The unique identifier of the employee who sold the gift card.
Sold By The employee who sold the gift card.
Prepaid Card # The unique identifier associated with the gift card.
The front office or guest can use this number to redeem a gift card, check the balance, or view other gift card details (example, gift card expiry date)
Occasion The occasion for which the gift card was purchased is displayed.
Recipient The name of the person for whom the gift card was purchased.
Template The template associated with the gift card is displayed.
The templates are defined at the organization level (Admin > Setup > Gift Card Templates).
Promotion The promotion name (if the gift card was sold as part of a promotion).
Note: If the front office gives a manual discount on an invoice, this field shows "Manual Discount" as the entry and not a promotion name.
Price The list price of the gift card.
Discount The discount amount given manually or due to a promotion or campaign.
Tax The tax levied on the gift card Price.
Prepaid Card Redemption The amount paid for the gift card using prepaid card.
Price Paid The amount paid by the guest for the gift card. Adding the Price and Tax gives this value.
Sale Value The sale amount collected through Cash, Card, Check, and Custom Payments.
The sale amount is inclusive of discounts and excluding tax.
Note: If payment is made through redemptions, then the sale value for that gift card is zero.
Card Value The amount available on the gift card when it was first purchased.
Payment Type Displays the Payment type as Cash, Card (Visa, Mastercard), etc.
Created By The name of the employee who created the invoice.
Status Shows the status of the invoice as Open or Closed.
Closed On The date on which the invoice was closed.
Guest Code The unique identifier associated with the guest name.
First Visit Displays Yes or No to indicate if this is the guest's first visit to the center.
Member Displays Yes or No to indicate if the guest has an active membership or not.
Gift Card Displays Yes to indicate that the issued card is a Gift Card.
No indicates that the issued card is a prepaid card.
Closed By The name of the employee who closed the invoice.
Refund Amount The amount returned to the guest when the gift card is refunded.
Source Displays Zenoti if the guest purchased the gift card by visiting the center.
Else displays Web or Mobile if the guest purchased the gift card from the Webstore or Customer Mobile Application (CMA) respectively.

 

 

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