Gift Card Activation Report

Navigate to the sidebar, Reports → Sales By Promotions → Gift Card Activation

The Gift Card Activation Report provides information about the activation of gift cards. It contains several fields to capture important details related to the activation process.

Criteria Selections for Gift Card Activation Report

Make entries in the following fields to determine report output:

• Start Date: Enter the starting date you want to include in the report.

• End Date: Enter the ending date you want to include in the report

Note:

The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month)

Details

• Activation Date: This field records the date on which the gift card was activated.
• POS Trans #: POS stands for Point of Sale, and this field captures the transaction number associated with the activation of the gift card.
• Balance Amt.: This field indicates the remaining balance amount on the gift card after activation.
• Register: Refers to the specific register or terminal where the gift card activation took place.
• Card #: This field contains the unique identification number assigned to the gift card.
• Ref #: The reference number associated with the gift card activation, which can be used for tracking purposes.
• Approval Code: This field records the approval code provided during the gift card activation process, typically used to verify the transaction's success.
• Processor Name: Indicates the name of the payment processor or service used for processing the gift card activation.
• Employee: Refers to the name of the employee who performed the gift card activation.
• Request ID: This field captures a unique identifier assigned to the activation request, allowing for easy reference or troubleshooting if needed.

By compiling these fields in the Gift Card Activation Report, businesses can track and manage the activation of gift cards, monitor balances, and ensure the accurate processing of transactions.

Advanced Filters

Advanced filters let users filter the report by Venue, Store, and Register by selecting the appropriate drop-down.

Any combination of filters can be used to return desired results. The user then clicks the Filter button and is given a report.

Add or Remove Columns

You can add and remove columns in most reports to show more or less information than is shown by default.

Note: You can add a column to a report and print or export it, and you can save the edited report and reopen it later.

1. Open a report.

2. Click Columns. A drop-down list shows the columns that you can add or remove. The columns that are shown by default have a checkmark.

3. Check the columns you want to add. Uncheck the columns you want to remove.

Printing Reports

Users have the option to print reports on Console, 

1. Navigate to Reports and select the report

2. Select the Date Range that you wish to get the report for.

3. Select filters that are necessary for your report. 

   Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 

4. Navigate to the Print button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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