Online gift card status report
Employees can use this report to check the status of gift cards, track new physical gift cards for initialization, and prepare the physical gift cards for shipping and pick up. They can filter the report by Date, Center, and Delivery Mode (eGift, Pickup, or Shipping) of the gift card and search for specific gift cards by entering the name, email, or phone number of the purchaser.
Employees can access this report if the Online Gift Card Status report option is enabled at the Organization level for their role.
Navigate to Reports.
Search for and select the Online Gift Card Status report.
The report opens in a new tab.
To filter the report, select the required options from the drop-down list:
Dates: Select the period for which the report should be generated.
You can select a preset date range, like 1 month, or 2 months, or select Custom to set a more specific date range.
Upon selecting Custom, select a date range in the From and To calendars.
Centers: Select either all centers or a specific center.
Delivery Mode: Select the delivery mode for the gift card as eGift, Shipping, Pickup, or all.
To find a particular gift card by name, email, or mobile number use the search box.
Click Refresh.
To export your report to Excel or CSV, click the Export icon.
To send the gift card report immediately to the logged-in user, click the Email icon and select Email Now.
To send the gift card report later to the logged-in user, click the Email icon and select the required options from the Scheduler section. Click Save Schedule.
To add a column to the grid, click the Show/Hide Columns icon. Select Add Column and provide the required details.
To hide a column from the grid, unselect the checkbox next to the field name and click Save.
To save a view of the columns that you require, click Save View.
Column | Description |
|---|---|
Gift Card Name | Name of the gift card |
Gift Card Price | The amount for which the gift card is sold. Gift cards with tax inclusive or exclusive are displayed on this report. |
Gift Card Value | The actual value of the gift card that can be redeemed. For example, the price of the gift card may be $100, but the actual value could be $98. |
Gift Card Type | The types of gift cards available, include:
|
Gift Card Number | The unique number or redemption code associated with the eGift cards. For physical gift cards purchased online, a temporary number is generated. The employee can then edit this field from the report or the edit panel and enter the number that is on the physical card. |
Delivery Mode | The method of delivery for the gift card, includes:
|
Status | The current delivery status of the gift card. Employees can click the hyperlink under the Status column to edit the gift card details. The Edit Gift Card Status window is displayed where details such as the Activation Date, Delivery Status, Gift Card Number, and Address can be edited. Additionally, Message to Recipient (for physical gift cards) is provided for inclusion with the gift card to be shipped or picked up. However, the gift card details cannot be edited once it is delivered. |
Purchased By | The name of the purchaser. |
Purchase Date | The date on which the gift card is purchased. |
Recipient Name | The name of the person for whom the gift card is intended. |
Activation Date | The date set for activation during purchase. For physical gift cards, activation occurs once the Gift Card Number is updated. Physical gift cards will be activated only after the Gift Card Number is updated, even if the activation date is already set. |
Message to Recipient | The guest-written messages are transcribed by the front desk staff and included with the gift cards during pick-up or shipping and are available in this column. |
Resend Gift Card | This enables users to resend online gift cards to an additional email address upon request. The Send Email link within this column facilitates the process of delivering e-gift cards to the intended recipients. |
Notes | The specific instructions provided by the guests to the transaction staff, such as skipping sender details for donation purposes. are available in this column. |