Overview of the Default Gift Certificate Report, available within the Core Reports section.
Store Menu Select:
Click the All Active Stores dropdown and you will be presented with 3 options:
Active Stores
Inactive Stores
Deleted Stores
Click the arrow next to any of these groupings to expand your options if you need to run the report for specific Store(s). Anything that is checked will be included in the report.
Report Output:
1 Row per Gift Certificate issued
Report Columns
The following data points are included in the report and are represented as their own column in the table view. All columns listed below are shown in the report by default.
Note: Hide/Show columns using the Columns Panel
Use the columns panel in the Report Detail View to hide/show the different data points you want to be visible in the report. Learn more about managing columns
Group: means the column supports Row Groups and can be nested
Aggregate: means the column supports Row Group Value Aggregation
COLUMN LABEL | DESCRIPTION | GROUP / AGGREGATE |
Customer Email | Email address the gift certificate was issued to. | Group |
Customer Name | Name of the customer the gift certificate was issued to. | Group |
Gift Certificate Number | 16-digit gift certificate number used on the Order. | |
Store Name | Customer-facing name of the Store the gift certificate is associated with. | Group |
Date Issued | Date the gift certificate was created and issued to the customer. | Group |
Initial Balance | Balance of the gift certificate when it was issued to the customer. | Aggregate |
Current Balance | Remaining amount of money available on the gift certificate. | Aggregate |
Issue Reason | Reason for issuing the gift certificate (ie. Credit, Promotion). |
Group |
History | Dates of Issue, Redemption, Refunds, Voids, if applicable |
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