Description: Welcome to the comprehensive guide on gift card reporting for tracking and analyzing multiple location usage. This guide provides essential insights and practical strategies for generating accurate reports, understanding gift card utilization, optimizing operations, and making informed decisions. Whether you're an individual merchant or a large organization, this guide equips you with the knowledge and tools needed to effectively harness the power of gift card reporting.
Cross Use Summary
When selecting the Cross-Use Summary report for one or multiple locations, users can choose custom dates and times or utilize preset options from the current day to the previous year. This report generates the following fields:
Column
Definition
Partner Locations
The DBA and MID of one of the locations involved in the time frame.
At (DBA)
This is the location selected in the configuration bar.
Houses 3 sections are shown below
Reloads
This is the total amount of gift card sales loaded for a card that originated at the location shown in the column.
Redemption
This is the total amount of gift cards used as payments where the card originated at the location shown in the column.
Difference
This is the total amount the location shown in the column either has to pay or is owed from the row's location.
At Partners Locations
This is the total amount of gift cards loaded that originated from all other locations in the period.
Reloads
This is the total amount of gift cards used as payments where the card originated from all other locations in the period.
Redemption
This is the total amount of gift cards used as payments where the card originated from all other locations in the period.
Difference
This is the total amount of gift cards used as payments where the card originated from all other locations in the period.
Total
This section shows how much money is required to balance the gift card events across locations.
Receive
This is the monies the location should receive if you take the number in the Difference field from the locations selected columns and the number in the Difference field from the partner's location column and add or subtract them based on the positive or negative value.
Pay
This is the monies the location should receive if you take the number in the Difference field from the locations selected columns and the number in the Difference field from the partner's location column and add or subtract them based on the positive or negative value.
Cross Use Detail
The Cross Use Details report offers valuable insights into gift card utilization across multiple locations. It provides a detailed breakdown of transactions, revealing usage patterns and customer preferences. This report generates the following fields:
Column
Definition
Gift Card #
The last 4 digits of the gift card number involved in the event.
Sales Location
The original location of the gift card purchase.
Use Location
The location where the gift card event took place
Transaction Date
The date and time when the action took place.
Type
The action the gift card took during the event.
This information is currently being shown in the Balances report
Amount
The dollar amount of the transaction
Current Balance
The balance remained on the gift card when the report was pulled.
In conclusion, this guide equips you with the knowledge and tools to track and analyze gift card usage across multiple locations. Whether you're an individual merchant or a large organization, this guide empowers you to maximize the potential of your gift card program.
Comments
0 comments
Please sign in to leave a comment.