Admin Gift Card Transaction Report
The Admin Gift Card Transaction Report provides you with information about the use of gift cards. You can use conditions options to filter results and narrow the scope of the report.
The condition options are a combinatorial filtering mechanism which means that choosing multiple conditions applies to the entire result set. If you select a company and a time span, the report will only return those transactions which meet both criteria.
Conditions:
1. Company: The list of all buyer companies that have gift cards associated with them.
2. User: The list of all users associated with a gift card. If you select a company, the user list will be limited to users within that company. Click “load options…” to view the list.
3. Account Type: The list of all available gift card account types. Click “load options…” to view the list.
4. Gift Card: The list of available gift cards. Click “load options…” to view the list.
5. Date Range: Based on the order submitted date.
6. Time Span: A list of set date ranges.
“Display Columns” is a list of all columns that comprise the Product Report. The list is provided to allow for the narrowing of a report to show the desired columns of information. The list is multiple-selection enabled (hold the Ctrl key down as you select with your mouse). The Conditions criteria will still apply if the column is not selected for display.
The Preview button returns the result of the report to a tabled grid in the lower portion of the page. It is intended for a quick inspection of report accuracy.
The Download button returns the result of the report in a comma delimited format (csv) which is fully supported in Microsoft Excel, as well as all other major spreadsheet applications. You will be prompted by your browser to save or open the file. The file is always named by the default value of "Report.csv." Once saved to your local computer, your spreadsheet program should open the file normally with each column separated as intended. If the file does not delimit by the comma, consult your software's documentation regarding the use of comma delimited files.
The Save button stores the entire Conditions and Display Columns selection, along with the provided Report Name, to your Saved Reports list.
The Cancel button reverses all of your selected properties and returns you to the Saved Reports list
Reference Material: None
Related Articles:
Navigate to Reports
Gift Card Setup
Saved Reports
Labels: Gift card, admin, transaction report, reports