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Gift Card Reports

To

Step track1: Access the performanceReport
of your program,

First, navigate to the Reports >section from the main navigation menu. Scroll down the list of available reports and click on Gift CardsCard Report.

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Step 2: Set Your Filters

ThisThe report allowswill load with a filter bar at the top, allowing you to see:narrow down your data.

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  • TotalGift cardsCard issuedNumber: Use this search box to find a single, specific gift card. This is most often used for customer service inquiries.

  • TotalRelative valueDate: issuedSelect the time period for your analysis (e.g., "Today," "Previous 30 days," "Previous 3 months"). This filter applies to the purchase date of the gift cards.

  • TotalPurchased valueBy: redeemedUse this filter to find all gift cards purchased by a single customer (by searching their mobile number or ID).

 

Step 3: Review High-Level KPIs

The top banner contains five main cards that summarize the overall performance of your gift card program for the selected time period.

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  • Gifts Purchased: The total count of individual gift cards sold.

  • OutstandingGift balanceCards Value: The total face value of all gift cards sold (e.g., 17,999).

  • DetailsCards Redeemed: The total count of individualcards that have had any redemption activity.

  • Redeemed Value: The total monetary value that has been redeemed from all cards and(e.g., their200).

    status.

  • Outstanding: The total unredeemed balance remaining on all cards sold. This is a key financial metric as it represents your outstanding liability.

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Step 4: Analyze the Detailed "Gift Cards" Log

The main table at the bottom provides a line-by-line log of every individual gift card that meets your filter criteria.

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  • Gift Card Name: The name of the specific gift card product (e.g., "Gift Card 1000," "Birthday Gift Card 5000").

  • Gift Card Number: The unique code for the gift card.

  • Purchased By: The contact ID (e.g., mobile number) of the customer who bought the card.

  • Gifted To: The contact ID of the customer who received the card, if one was specified during purchase.

  • Gift Card Value: The initial face value of that single card.

  • Redeemed: The total amount redeemed from that single card.

  • Balance: The remaining value on that single card. (This is calculated as Gift Card Value - Redeemed).


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