Skip to main content

Stored Value Overview Report

This report indicates, at a glance, the stored value (gift card) transactions that took place over the time for which the report was run.

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

* Get a summary of gift card activity
* Good for giving you a “big picture” look at your Stored Value activity

Restrictions

* Can be run for up to 366 days

SAMPLE OUTPUT

User-added image

All Stores

HOW DO I INTERPRET THIS REPORT?

Interpretation Summary

This report can be read from left to right and indicates, at a glance, the stored value (gift card) transactions that took place over the time for which the report was run. This report is sorted by the Paytronix store code. The columns include total add value, redemptions, expiration and/or dormancy, number of inquiries, and the net change to liability.

Column Name

Definition

Store Code

The Paytronix number for the store where the card was activated (enrolled)

Store Name

The Paytronix name for the store where the card was activated (enrolled)

Total Add Value, Txn

The number of add value transactions

Total Add Value, Amount

The dollar value total of add value transactions

Total Redemptions, Txn

The number of redeem transactions

Total Redemptions, Amount

The dollar value total of redeem transactions

Expiration/Dormancy, Txn

The number of expiration and/or dormancy events

Expiration/Dormancy, Amount

The dollar value of expiration and/or dormancy events

Inquiry, Txn

The number of balance inquiries

Net Change, Txn

The total number of transactions

Net Change, Amount

The net change to the location’s liability

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

User-added image

  • First enter the date range for which you’d like to run the report. The report can be run 166 days for all stores or for unlimited days for one store.

    • 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.

  • Click Submit!

Did this answer your question?