Gift Cards/Prepaid Reports

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Gift Card List Report

Prepaid Products - Outstanding Report

Prepaid Products - Sales/Awarded Report

The Prepaid Products - Used Report 

Gift Card List Report

This report shows all gift cards sold in the selected date range. Gift Cards sold through the sales register can appear on this report, as well as gift cards sold online with Envision Cloud. This report allows you to pull a wide range of data regarding gift cards like a client's remaining amount or the total amount of money spent using gift cards within your business for a period of time.

Options Include:

  • Optional Date Range Selection
  • All or Single Client
  • Only Show Gift Cards with Available Balance
  • Sales Type Selection
  • Expiration Status Selection
  • Sort By Options
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Gift Card List
  • Purchased For (Client name)
  • Purchased By (Client name)
  • Sold On Date
  • Original Amount
  • Amount Used
  • Amount Remaining
  • Sold Online

Report Example:

sales_gift_list.png

Prepaid Products - Outstanding Report

The Prepaid Products - Outstanding Report shows items sold to clients that are marked as prepaid. This report allows you to view information about outstanding prepaid purchases, meaning not expired or there is a quantity remaining. 

Options Include:

  • Optional Date Range Selection
  • All or Single Client
  • All or Single Item 
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date Sold 
  • Item ID 
  • Client 
  • Start Date
  • Expires On 
  • Unit Price 
  • Original Quantity 
  • Remaining Quantity
  • Quantity Used 
  • Remaining Value

 Report Example:

prepaid-products-outstanding.png

Prepaid Products - Sales/Awarded Report

The Prepaid Products - Sales/Awarded Report shows items sold to clients that are marked as prepaid, displaying the date the prepaid was sold or added to the system!

Options Include:

  • Optional Date Range 
  • All or Single Client 
  • All or Single Item 
  • Only Show Items with Prepaids Remaining 
  • Hide Expired Prepaids
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date Sold
  • Ticket Number 
  • Item ID 
  • Client 
  • Expires On 
  • Original Quantity
  • Quantity Used 
  • Quantity Remaining 
  • Remaining Value 

 Report Example:

prepaid-products-sales.png

The Prepaid Products - Used Report 

The Prepaid Products - Used Report shows items sold to clients that are marked as prepaid, displaying a list of used prepaid products as they were used. 

Options Include:

  • Optional Date Range Selection
  • All or Single Client
  • All or Single Item 
  • Company Selection (For multi-location businesses)

This report displays the following information:

  • Date Used 
  • Ticket Number 
  • Item ID 
  • Client 
  • Quantity Used 
  • Redeemed Value 
  • Quantity Remaining 
  • Remaining Value 

Report Example:

prepaids-products-used.png

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