How to Access the Report
- Click the Reports tab in the left navigation menu.
- Expand the Gift Certificates section.
- Select Gift Certificates Sold.
The report will show you all Gift Certificates that have been purchased during a given time period. You can choose your Start Date and End Date on the right side of the screen. You can also select the Group by Channel option located directly below the date range.
If Group by Channel is selected, the report will be divided into 2 sections. The sales will be grouped by PMS and Booking Engine with the ability to reverse the order by clicking on the arrow in the top center of the report.
Report Columns
- GC # - shows the Gift Certificate number.
- Sold To - shows the purchaser of the Gift Certificate.
- Recipient - shows the recipient of the Gift Certificate.
- Sold - shows the date the Gift Certificate was sold.
- Expires- shows the expiration date of the Gift Certificate.
- Value - shows the total value available for the recipient to redeem on the Gift Certificate.
- Cost - shows the amount invoiced to the purchaser for the Gift Certificate. This does not indicate whether payment has been collected. To verify payment status, select the GC # and a detailed window will appear with a link to the invoice.
- Difference - shows the difference between the Value and Cost columns.
- Total Redeemed - shows the amount that has been redeemed on the certificate.
- Remaining Balance - shows the remaining balance of the original value based on what has been redeemed.
There is a Grand Total section at the bottom of the page. This totals the number of Gift Certificates sold, value, cost, difference, and remaining balance.
The Gift Certificate Sales report can also be printed or exported for additional review, reconciliation, and reporting purposes.