Gift Card Transactions and Liability Report

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Val Grozdev
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First you need to navigate to reports section. Depending on the setup, you will want to use either group or business view.

- if you have many businesses you need to choose group view. Hit "Group Settings" on the left pane and then go to reports

- if you only have one business, you need to choose business view. Choose your business from drop down on the upper right, hit "Program Settings" on the left pane, then reports

 

Once you are at the reports section, you need to select reports. For gift card export 99% of the time you will want to use these two reports. They are named exactly "Gift Card Reconciliation Report" and "Gift Card Aging Report". Run them by one and export to excel to be able to edit data effectively then.

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