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IS THIS REPORT RIGHT FOR ME?
Uses |
* Shows ALL non-zero gift (stored value) cards and the liability associated with them. |
Restrictions |
* The starting date for this report must be the inception date. |
SAMPLE OUTPUTS
All Stores, Unlimited Days
One Store, Unlimited Days
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
Every stored value (gift) card that has a non-zero balance will show on this report, including cards that have been suspended. It shows, by card, the outstanding liability balance on each card on the date for which the report was run. The report is sorted by store, then by card number. This report can be run for one store at a time, or for all stores over all time. This report should only be used if individual card balance are needed. For most, the summary reports of liability are better reporting tools. Note that the report can only be downloaded in .csv format. To properly view it, save the .csv file and then use the “import text” feature in Excel to view the data. Then import the card number field as text. Do not double-click directly on the .csv file or the card numbers will be truncated by Excel. |
Column Name | Definition |
Card Number | The card number |
Card Template | The name of the card. Please click here for more information on card templates. |
Store Code | The Paytronix number for the store where the card was sold |
Store Name | The Paytronix name for the store where the card was sold |
Activation Date | The date the card was sold |
Stored Value Balance | The current balance on the card |
Discount Balance | The current Stored Value Discounts on the card |
Net Balance | The current balance minus the discount balance |
Account Status | Status of the account linked to the card. This can be ACTIVE, SUSPENDED or TERMINATED. Please click here more information. |
I LIKE IT, SO HOW DO I RUN THIS REPORT?
First enter the date range for which you’d like to run the report.
Quick Date: Here you can choose Yesterday, Today, or End of last calendar month.
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. The From date will ALWAYS be Inception.
Check the “All” box if you would like to include all stores. You can also enter a specific store code to see one store or select a store group from the drop down box.
Select the desired card template from the drop down menu or leave “All” selected.
Click Submit!
Note: This report is updated in real time.