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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 the total amount of outstanding gift card balances, summarized by card template . |
Restrictions |
* This report will ALWAYS run from inception through the date entered. |
SAMPLE OUTPUTS
All Stores, Unlimited Days
HOW DO I INTERPRET THIS REPORT?
Interpretation Summary |
This report shows all unredeemed dollars on gift (stored value) cards and is summarized by card template. There are columns for card template and then the number of accounts, which shows how many non-zero cards there are in each template. This is followed by stored value balance and discounts balance, then the Net Balance, which is the stored value balance minus the discount balance. The account status is the final column; each type of status has its own line so you can easily separate the active cards from those that may have been suspended or terminated. |
Column Name | Definition |
Card Template | The name of the card. For further explanation, please read What are Card Templates and Tiers? |
# Accounts | The number of accounts used to calculate the total liability |
Stored Value Balance | The balance on all cards |
Discount Balance | The Stored Value Discounts amount on the cards |
Net Balance | The stored value balance minus the discount balance |
Account Status | The Account Status of the cards |
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, 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. This will ALWAYS have a From date of Inception.
Click Submit!
Note: This report is not updated in real time; activity up to 45 minutes in the past may not be included.