Gift Card Reports

Updated on 04 May 2023
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You can generate gift card reports using the Gift Card option on the WineDirect platform. Please see the Gift Card Documentation for more information on the Gift Card option. The following is a list of each of the Gift Card Reports available on the WineDirect platform as well as a description of what each report contains:

Gift Card Summary

The Gift Card Summary report lets you get details on all your Gift Cards. This would include a complete list of your created Gift Cards, expiry dates, and current balances. We will look a little deeper at this report so that you understand how this report can help you the most.

On the left-hand side of the report page, you will see a box to choose your search parameters.

Expired To/From Date	Enter the date range of when the gift card expired.
Status	The status of the gift card. It allows you to filter between cards with active balances and those that have reached a zero balance. All Active Expired (or Zero Balance)

Expired To/From Date

Enter the date range of when the gift card expired.

Status

The status of the gift card. It allows you to filter between cards with active balances and those that have reached a zero balance.

All
Active
Expired (or Zero Balance)

Below is a list of definitions in the Gift Card Summary report:

Card #	This field will display the card number (e.g., 1000, 1002, 1003)
Title	This displays the name that was given on the card. If someone purchased a gift card from your website, it is created and provided the following assignable number and the default name "Gift Card."
Initial	This field displays the initial amount on the Gift Card when first activated and given to the recipient.
Balance	This shows the current balance on the Gift Card since activation.
Expiry	This shows the expiry date of the gift card, if applicable.
Active Flag	This field will display a Yes or No indicating whether the card can be used.

Gift Card Transactions

This report lets you see the entire transaction history on either a specific Gift Card or all Gift Cards. First, we will take a look at the report parameters.

These search parameters allow you to choose specific details for your report.

To/From Date	Enter the date range for the gift card transactions. These dates refer to the date the transaction took place. MM/DD/YYYY
Card #	Allows you to choose a specific card number for your report. This report will pull up all gift cards within your date range if left blank.
Status	The status of the gift card. It allows you to filter between cards with active balances and those that have reached a zero balance. All Active Expired (or Zero Balance)

To/From Date

Enter the date range for the gift card transactions. These dates refer to the date the transaction took place.

MM/DD/YYYY

Card #

Allows you to choose a specific card number for your report. This report will pull up all gift cards within your date range if left blank.

Status

The status of the gift card. It allows you to filter between cards with active balances and those that have reached a zero balance.

All
Active
Expired (or Zero Balance)

Below is a list of definitions in the Gift Card Transaction report:

Card Number	The gift card number.
Title	The name was given to a gift card to identify it.
Order Number	The order number that the gift card was purchased on. This field would be blank if the gift card were individually created from the Gift Cards section in the admin panel rather than being sold on order.
Notes	The notes or instructions were added to the gift card when it was created in the admin panel.
Order Subtotal	The amount of money used in the purchase.
Order Total	The total cost of the entire order.

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Table of contents

Gift Card Summary
Gift Card Transactions