To make it easier to select the right report for your needs we have consolidated our Gift Certificate reports into 4 reports. These have also undergone an UI update to give them a refresh and present the data in an improved format.
You will still be able to report on the same data as the previous version of the reports, using the additional filters.
This guide will help you navigate new reports and filters, so that you know which report to use for your needs.
New Report: Gift certificate revenue
Will give you the same data as the old reports:
Gift certificate revenue
Refunded gift certificates
This report will show revenue, discounts and refunds applied to gift certificates.
Using the Show field filter, you will be able to isolate Gift Certificates that have had a discount applied or have been refunded
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New Report: Gift certificate use
Will give you the same data as the old reports:
Used by event
Used by date range
This report will show the gift certificates used on a particular event, or within a particular date range.
You will be able to report across All Events, or a single event.
If selecting All Events the data will display in Booking Date order.
When a single event is selected, you will have the ability to sort the data by the Booking Date or By the Gift Certificate Type
New Report: Purchased gift certificates
Will give you the same data as the old reports:
Gift certificate liability
Expired gift certificates
Purchased gift certificates
This report will show all purchased gift certificates.
You will have the option to isolate the data to only show gift certificates with a balance greater than $0.00 to see what gift certificate liability you have
Using the Show field filter, you will also have the option to display Expired Only or Valid Only
Gift Certificate Transaction Report
Will give you the same data as the old reports:
Gift certificate transaction history report
Will itemised each transaction on a particular gift certificate.
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