Retail Back Office: Gift Card Reports

Retail Back Office: Gift Card Reports


Navigation: Log into the Back Office for your Store, then select Reports > Gift Card.


The Gift Card Reports page displays a history of the Store's Gift Card-related transactions, organized by tabs for Gift Card and Give X.

Gift Card
Give X
Gift Card
Displays information about transactions involving Gift Cards that occurred at your store.

  1. Filter by the following fields and Time Period:

    1. Card Number – Enter a Card Number (no more than 25 characters, established as an existing card under Products/Items > Gift Card). If there were any previously searched Gift Card numbers, they will appear when the field is clicked.

    2. Activity Type – Select from the dropdown:

      1. Adjustment – Adjustment transactions involving a Gift Card.
      2. Redeemed – Redemption transactions involving a Gift Card.
      3. Recharges – Recharge transactions involving a Gift Card.
      4. Sold – Sales transactions involving a Gift Card.
      5. Refund – Refund transactions involving a Gift Card.
      6. Void – Void transactions involving a Gift Card.

    3. Employee – Select an Employee from the dropdown, or All for all employees (who were given access). You can Search to identify an employee more quickly.


    4. Sold In – Select the source of any sold, redeemed, refunded, voided, adjustment, or  recharged Gift Cards from the dropdown:

      1. All – Back Office, Online Ordering and POS gift cards
      2. Back Office – Gift Card transactions originating from Back Office
      3. Online Ordering – Gift Cards transactions originating from Online Ordering
      4. POS – Gift Card transactions originating from POS

  2. Click Apply. The table with the following columns is populated:

    1. Card Number – The respective Gift Card (full number).
    2. Business Date – The Business Date of the Transaction (MM/DD/YYYY format).
    3. Transaction Date – The Date and Time of the Transaction (MM/DD/YYYY HH:MM:SS AM/PM format). 
    4. Employee – The username of the Employee who conducted the Transaction.
    5. Sale Number – The Sale Number (the day’s NodeNumber-ReceiptNumber format).
    6. Node – The POS Node from which the transaction was conducted.
    7. Activity Type – The type of Transaction (based on the Activity Type selection). 
    8. Sold In – The source of the Transaction (based on the Sold In selection).
    9. Amount – The amount of the Transaction (number with two-decimal point format based on Currency selection in Store settings).
    10. Balance – The remaining Balance on the Gift Card (number with two-decimal point format based on Currency selection in Store settings).
Give X
Displays information about transactions involving Give X cards that occurred at your store.

  1. Filter by the following fields and Time Period:

    1. GiveX Number – Enter the GiveX Number (you can enter all 21 digits, but the field will show a maximum of 12 digits at a time). Since it’s a virtual card, a new one can be added from tablet, and amounts can be added from POS (from the Receipt option).

    2. Employee – Select an Employee from the dropdown, or All for all employees (who were given access). You can Search to identify an employee more quickly.


  2. Click Apply. A table with the below columns will be populated:

    1. Give X Number – The entire Give X Card Number.
    2. Date – The Date and Time of the Transaction (MM/DD/YYYY HH:MM:SS AM/PM format).
    3. Receipt Number – The Node and Receipt Numbers (Node-ReceiptNumber format).
    4. Employee – The username of the Employee who conducted the transaction.
    5. Node – The POS Node from which the transaction was conducted.
    6. Activity Type – The type of Transaction (based on the Activity Type selection).
    7. Amount – The amount of the Transaction (number with two-decimal point format based on Currency selection in Store settings).

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