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 occur 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).

    • Related Articles

    • Retail Back Office: Enterprise - Reports

      Navigation: Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Select Enterprise Reports, and the dropdown contains options to access specific reporting Dashboards: Enterprise Reports Sale Report The Sale Report dashboard ...

    • Retail Back Office: Refund Reports

      Navigation: Log into the Back Office for your Store, then select Reports > Refund. The Refund Reports page displays a Store's Refund activity, based upon your selections. Select from the following fields: Employee: Select from the list of employees ...

    • Retail Back Office: House Account Reports

      Navigation: Log into the Back Office for your Store, then select Reports > House Account. House Account allows customers to have an account with your Store (like a Gift Card), but functions like a Credit Card where there is a limit and a balance. The ...

    • Retail Back Office: Sale Reports

      Department Category Sub Category Retail Item Hourly Daily Sale Recap Cashier Out Weekly Summary Sale Summary Cashier Out Weekly Summary Sale Summary Department The default tab on the Sales Report screen. It shows data from all Departments by default, ...

    • Retail Back Office: Daily Tender Report

      Navigation: Sign into the Back Office for your Retail Store, then select Reports > Daily Tender Select a Time Period from the dropdown, then click Apply. The Daily Tender table with the below columns is populated: Date: The Date the payment was made ...