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Stored Value Web Card Sales Summary Report

This article describes how to run and analyze the Stored Value Web Card Sales Summary report

Updated over 2 months ago

If you do not see this report in your Report Center, you do not currently have permission to run it. If you feel that this report could be useful for you, but it doesn’t appear on your list, please contact your user administrator for assistance.

IS THIS REPORT RIGHT FOR ME?

Uses

* Shows total number of orders and credit card charges for your Web Card Sales program.

Restrictions

* None

SAMPLE OUTPUTS

All Web Sale Programs

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HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

This report shows the total number of orders and also a summary of each type of card that was purchased. Note that this is not a fulfillment report, if you need to fulfill an order, use the Web Order Fulfillment report. This report is divided into two sections, the first contains a total of all orders, the second contains totals summarized by item code.

The first section contains four columns, including the total number of orders received during the period for which the report was run. This is followed by the subtotal (amount actually placed on the cards), shipping fee, and finally the total amount charged (subtotal plus shipping fees).

The next section contains four columns beginning with the Item Code, which is the Paytronix code for the card purchased. This usually contains the denomination of the gift card. The following column shows the Item Label, which is the name of the item that the guest sees. Finally, the quantity purchased and subtotal are shown. The subtotal does not include shipping costs and will not reflect the amount charged to guest credit cards (unless you do not charge anything for shipping).

Column Name

Definition

# Orders

Number of orders placed

Discount

The total discounts on web card sales

Subtotal

Amount ordered to be placed on gift cards

Shipping Fee

Total shipping charges

CC Charges

Amount charged to guest credit cards (subtotal plus shipping charges)

Item Code

Paytronix code for each item

Item Label

Paytronix label for each item

Quantity

Number of each item purchased

Subtotal

Total amount ordered to be placed on gift cards

I LIKE IT, SO HOW DO I RUN THIS REPORT?

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  1. First enter the date range for which you’d like to run the report.

    • Quick Date: Here you can choose Yesterday, Today, the current month, or last month. If you have set up by your custom fiscal periods, you may also choose to run the report by fiscal period.

    • Manual Date Entry: Here you can type in your desired date range or find the day by clicking on the calendar icon to the right.

  2. Select desired Web Sale Program from the drop down menu or leave the default as “All”.

  3. Click Submit!

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