Gift List Report

Gift List Report

Location: Reports > Inventory & Gift Reports

Gift List Report

The Gift List Report provides a detailed view of all gift certificates sold both in-store and online. This report helps you track gift activity, balances, and usage over a selected time frame. This report can be printed or exported for record keeping. 

How to Run the Report
Select your Begin Date and End Date, then choose from the following report types:
  • Issued – Displays gift certificates issued within the selected date range
  • Expired – Displays gift certificates that expired within the selected date range
  • No Expire Date – Displays gift certificates without an expiration date that were purchased within the selected date range
You can also select Hide $0.00 Balances to exclude fully redeemed gift certificates from the results.
Report Features
  • The report can be exported or printed for your records.
  • At the bottom of the report, you will see:
    • Total number of gifts
    • Total original amount sold
    • Total remaining balance across all listed gifts


Warning
Note: Gift certificates attached to open tickets at checkout will appear in this report, even if a payment has not yet been applied.


Sorting Options
You can sort the report by the following columns:
  • Purchaser – Alphabetical order (A–Z); blank entries appear first.
  • Gift Recipient – Alphabetical order (A–Z); blank entries appear first.
  • Gift Number – Descending order.
  • Original Amount – Ascending order (lowest to highest).
  • Current Balance – Ascending order (lowest to highest).
  • Last Used – Descending order (most recent to oldest); blank entries will appear if the gift certificate has not been used.
Column Definitions
  • Gift Recipient – Displays the recipient’s first and last name. If no name is assigned, this field will appear blank.
  • Purchaser – Displays the purchaser’s first and last name. If no purchaser is assigned, this field will appear blank.
  • Gift Number – Displays the unique gift certificate number.
  • Issued – Displays the date the gift certificate was added to a ticket (MM/DD/YYYY).
  • Expires – Displays the expiration date (MM/DD/YYYY), if one is assigned. If not, this field will be blank.
  • Original Amount – Displays the original value of the gift certificate at the time of purchase.
  • Current Balance – Displays the remaining balance on the gift certificate.
  • Last Used – Displays the most recent date the gift certificate was used (MM/DD/YYYY); blank entries will appear if the gift certificate has not been used.
AlertNote: Gift certificates sold online are automatically assigned a gift number (displayed in parentheses). Gift certificates sold in-house must be manually assigned a gift number at the time of sale

IdeaTip: Check out the Gift Balances feature for a quick and easy way to look up whether a gift card has an active balance and access additional details. Click Here for more details.




NotesNote: To enable online gift purchases, your account must be integrated with credit card processing. If you're interested in setting this up, please reach out to your sales representative for assistance with getting integrated with Inspire.




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