REPORTS | daily financial

Gift Card Activity

DEFINITION:  Gift Card Activity displays all transactions that include a Gift Card purchase or Gift Card redemption.

THIS REPORT SHOWS:

Provides daily transaction information such as:

• Transaction Type: (purchase/redemption)

• Payment/Redemption method

• GC Redemption CODE

• GC amount & amount redeemed

• Transaction Record

• TOTAL PURCHASE

• TOTAL REDEMPTION

Report Fields

• Date
• Processed By
• Transaction Type
• Transaction ID
• Student Name
• Learner ID
• Payment/Redemption Method
• Gift Card Redemption Code
• Number of Items
• Transaction Amount
• Gift Card Amount/Amount Redeemed by Gift Card
• Action

Gift Card Balance

DEFINITION: Gift Card Balance displays information about all gift Cards that have a balance greater than $0.00.

THIS REPORT SHOWS:

• List of gift card recipients with balances
• Includes payment method

Report Fields

• Purchase Date
• Gift Card Recipient
• Gift Card Redemption Code
• Gift Card Amount
• Gift Card Balance
• Send Option
• Gift Card Recipient Email
• Gift Card Recipient Address
• Gift Card Message
• Sender Name
• Sender Learner ID
• Gift Card Sender Phone Type
• Gift Card Sender Phone Number and Extension
• Gift Card Sender Email
• Processed By
• Transaction ID
• Payment Method

Gift Card Mailing List

DEFINITION:  Gift Card Mailing List displays information about the recipients of a Gift Card purchase.

THIS REPORT SHOWS:

• List of gift card recipients mailing addresses (Request letter by purchaser)
• Send option mail/ email/ both
• Includes message & redemption code

Report Fields

• Purchased Date
• Gift Card Recipient
• Gift Card Amount
• Send Option
• Gift Card Recipient Email
• Gift Card Recipient Address
• Gift Card Redemption Code
• Gift Card Message
• Sender Name
• Sender Learner ID
• Sender Phone Type
• Sender Phone Number and Extension
• Sender Email
• Processed By
• Transaction ID
• Payment Method
• Number of Items
• Transaction Amount