Salido offers comprehensive Gift Card Reporting, providing valuable insights into your gift card program's performance and liability. These reports empower you to effectively track gift card usage, monitor outstanding balances, and gain a deeper understanding of your gift card ecosystem.

Key benefits of the Gift Card Reporting feature include:

• Gain insight into unused gift cards: Identify and monitor older gift cards with outstanding balances to inform marketing efforts or manage potential liabilities.
• Track financial obligations: Easily view the total value of all outstanding gift cards to understand your current financial liability related to your gift card program.
• Analyze transaction history: Obtain a detailed record of all activities associated with your gift cards, including issuance, redemption, and reloads, within a specified timeframe.

• Gift Card Aging Report
• Gift Card Liability Report
• Gift Card Detail Report
• Gift Card Reports Glossary

Gift Card Aging Report:

The Gift Card Aging Report provides a snapshot of your outstanding gift card liability, categorized by the age of the gift cards. This report allows you to monitor unused or older gift cards by displaying key information such as the Days Old since issuance, the Balance Amount currently available, and details on the last activity, including when the balance was last checked (Last Balance Check At), last redeemed (Last Redeemed At), or last reloaded (Last Reloaded At). You can also see how many times the balance has been checked (Balance Check Count), the original Issued Amount, any subsequent Reload Amount, and the total Redeemed Amount. This information helps you identify potentially forgotten gift cards and understand the aging trends within your gift card program.

Default Columns:

• Days Old: Age of the gift card, measured in days since initial issuance.
• Last Balance Check At: Date and time when the gift card balance was last checked.
• Balance Check Count: Number of times the gift card balance was checked.
• Last Redeemed At: Most recent date and time the gift card was redeemed.
• Redeemed Amount: Total amount redeemed from the gift card.
• Issued At: Date and time when the gift card was initially issued.
• Issued Amount: Original amount loaded onto the gift card.
• Last Reloaded At: Most recent date and time funds were added to the gift card.
• Reload Amount: Amount added to the gift card after its initial issuance.
• Balance Amount: Current balance available on the gift card.

Gift Card Detail Report:

The Gift Card Detail Report provides a comprehensive view of all transactions associated with your gift card program within a specified date range. This report offers detailed information about each gift card transaction, including the Gift Card Number, the associated Check number, the Employee who processed the transaction, and the Location where it occurred. You can also see the Daypart and Revenue Center for each transaction, along with the date and time the gift card was initially Issued At and the original Issued Amount. This detailed information allows you to track gift card usage, identify trends, and reconcile transactions for a thorough understanding of your gift card program's activity.

Default Columns:

• Check: Check number associated with a specific gift card transaction.
• Employee: Employee who processed the gift card transaction.
• Location: Location at which the gift card transaction took place.
• Daypart: Specific period within a business day when a transaction occurred.
• Revenue Center: Revenue center associated with the gift card transaction.
• Issued At: Date and time when the gift card was issued.
• Issued Amount: Original amount loaded onto the gift card.

Gift Card Liability Report:

The Gift Card Liability Report allows you to track the financial obligations associated with your gift card program. This report provides a clear overview of gift card activity, showing when a gift card was Issued At, the date and time it was Redeemed At, and when it was Reloaded At. You can also see the Earned Location, the Issuing Location, and the Spending Location of the gift card. Financially, the report displays the total Redeemed Amount, the Reload Amount added, the Opening Balance (at the beginning of the reporting period), the Closing Balance (at the end of the reporting period), and the Current Balance of the gift card. This information is crucial for understanding your outstanding gift card liability and managing your financial records.

Default Columns:

• Issued At: Date and time when the gift card was initially issued.
• Redeemed At: The date and time when the gift card was redeemed.
• Reloaded At: Date and time when additional funds were added to the gift card.
• Earned Location: Location where the gift card was originally earned or issued.
• Issuing Location: The specific location where the gift card was issued.
• Spending Location: Location where the gift card was redeemed or spent.
• Redeemed Amount: Total amount redeemed from the gift card.
• Reload Amount: Amount added to the gift card after its initial issuance.
• Closing Balance: Gift card balance remaining at the end of a specified reporting period.
• Current Balance: The current remaining balance on a gift card.

Gift Card Reports Glossary:

Each Gift Card Report comes with a default set of columns for each as noted above, but you can customize these reports further by adding or removing columns from the list of definitions below. This allows you to tailor the report to your specific needs and focus on the data most relevant to your analysis. For instructions on customizing your Batch Report, see our help article on How to Create Reports in the Bridge.