The Gift Card report is a Sales report that summarizes each POS interaction involving Gift Cards. In the same way that the Payments report shows the itemized tender records, this report specifies each time an action involving a gift card is performed
This report can be exported to CSV, Excel and PDF
HQ Reports
On TRAY HQ, select the REPORTS tab across the top menu. From there select the Reporting Category Selector and from the Sales reports select the Gift Card report
Gift Card report filters
| FIELD | DESCRIPTION |
| PERIOD | Specify the time period you want to report on |
| SITES | Filter the report by site or group |
| STAFF |
Filter the report by a specific staff member - If multiple sites are selected, each value will be prefaced by the site name |
| TENDER TYPES | Filter the report by gift card brand |
| SEARCH | Filter the report by last 4 of the gift card |
| TRANSACTION TYPE |
Filter the report by the gift card function that has taken place
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Gift Card report fields
| FIELD | DESCRIPTION |
| DATE/TIME | The timestamp of the event |
| SITE | The site associated with the event |
| TENDER TYPE | The type of gift card |
| TRANSACTION TYPE | The type of action performed on the gift card |
| TAB ID/TERMINAL NAME | The check ID and device name at which the event occurred |
| CARD NUMBER | The last 4 of the gift card. (Note that to find the credit/debit card USED to load/reload a card, you will need to search the payments report for the matching Check ID) |
| VALUE | The event amount. (Note that loads, reloads, and charges on a card will be listed as positive values, but refunds will be listed as negative values) |
| CARD BALANCE | The remaining balance of the gift card |