Gift Certificate Reports allows you to view detailed information about gift certificate set up, sale, loads/reloads and redemption in your database.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
From the bottom of the screen…
See Also: Topic Doc - Gift Certificates/Gift Cards.
Core Criteria
Service Items (SAGiftCertificateDetail_ServiceItem_DataGrid)
Highlight/select the Gift Certificates on which you wish to report. By default, the DataGrid displays all Gift Certificate Service Items in your database.
OR
Make no selections from the DataGrid and enable the Use Service Item Range option to select the Gift Certificate Service Items on which you wish to report.
Note: In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
Click here for a full description of RecTrac DataGrids.
DeleteUse Service Item Range (SAGiftCertificateDetail_ServiceItem_UseRange)
Enable this option if you wish to report on Gift Certificates by Service Item Range.
THEN
Enter a range of Service Items.
OR
Leave this option de-selected to skip the Service Item Range check and make selections from the Service Item DataGrid.
Note: In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
Gift Certificate Status (SAGiftCertificateDetail_Status_ComboBox)
Click the Combo Box icon to select the Gift Certificate Statuses on which you wish to report.
OR
Leave the field blank to select all."
Gift Certificate Status options are:
- Fully Used - Gift Certificates with $0.00 remaining.
- Partially Used - Gift Certificates with some dollars remaining.
- Not Used - Gift Certificates that remain fully loaded.
- Expired - Gift Certificates that have expired.
- Voided - Gift Certificates that have been voided.
Begin Service Item (SAGiftCertificateDetail_ServiceItem_Begin)
This field is applicable only if opting to Use Service Item Range.
Enter the Beginning and Ending Gift Certificate Service Item range in their respective fields. Gift Certificate within the range entered will be included on your report.
DeleteEnd Service Item (SAGiftCertificateDetail_ServiceItem_End)
This field is applicable only if opting to Use Service Item Range.
Enter the Beginning and Ending Gift Certificate Service Item range in their respective fields. Gift Certificate within the range entered will be included on your report.
DeleteService Item (SAGiftCertificateDetail_ServiceItem_Equals)
Click the Picklist icon to select a Service Item to use as a base for a Wildcard
OR
Enter all or part of a Service Item in this field.
THEN
Expand the corresponding Drop-down list to select your WildCard Option for matching the data entered. Wildcarding is allowed in this field.
WildCard Option (SAGiftCertificateDetail_ServiceItem_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Use Issued Date Range (SAGiftCertificateDetail_IssueDate_UseRange)
Enable this option if you wish to report on Gift Certificates by the date on which they were issued.
THEN
Use the Issue Date fields to identify your Beginning and Ending date range
OR
Leave this option de-selected to skip the Issue Date Range check.
Begin Issue Date (SAGiftCertificateDetail_IssueDate_Begin)
This field is applicable only if you opt to Use Issued Date Range.
Select your Begin/End Issue Date option for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Gift Certificates issued within the Date Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Issue Date (SAGiftCertificateDetail_IssueDate_End)
This field is applicable only if you opt to Use Issued Date Range.
Select your Begin/End Issue Date option for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Gift Certificates issued within the Date Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Expiration Date Range (SAGiftCertificateDetail_ExpirationDate_UseRange)
Enable this option if you wish to report on Gift Certificates by Expiration Date.
THEN
Use the Expiration Date fields to identify your Beginning and Ending date range
OR
Leave this option de-selected to skip the Expiration Date Range check.
Begin Expiration Date (SAGiftCertificateDetail_ExpirationDate_Begin)
This field is applicable only if you opt to Use Expiration Date Range.
Select your Begin/End Expiration Date option for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Gift Certificates with an Expiration Date within the Date Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Expiration Date (SAGiftCertificateDetail_ExpirationDate_End)
This field is applicable only if you opt to Use Expiration Date Range.
Select your Begin/End Expiration Date option for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Gift Certificates with an Expiration Date within the Date Range selected will be included on your report.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Amount Range (SAGiftCertificateDetail_Amount_UseRange)
Enable this option if you wish to report on Gift Certificates by the amount used.
THEN
Enter an amount range.
OR
Leave this option de-selected to skip the Amount Used Range check.
Fully Used? (SAGiftCertificateDetail_Redeemed_ComboBox)
Click the Combo Box icon to determine whether you wish to report on Gift Certificates that have been flagged as Fully Used
OR
Leave this field blank to skip this check.
Min Amount (SAGiftCertificateDetail_Amount_Begin)
This field is applicable only if you opt to Use Amount Used Range.
Enter the Minimum and Maximum Amount Used range on which you wish to report.
DeleteMax Amount (SAGiftCertificateDetail_Amount_End)
This field is applicable only if you opt to Use Amount Used Range.
Enter the Minimum and Maximum Amount Used range on which you wish to report.
DeleteUse Amount Used Range (SAGiftCertificateDetail_AmountUsed_UseRange)
Enable this option if you wish to report on Gift Certificates by the amount used.
THEN
Enter an amount range.
OR
Leave this option de-selected to skip the Amount Used Range check.
Min Amount Used (SAGiftCertificateDetail_AmountUsed_Begin)
This field is applicable only if you opt to Use Amount Range.
Enter the Minimum and Maximum Amount used range on which you wish to report.
DeleteMax Amount Used (SAGiftCertificateDetail_AmountUsed_End)
This field is applicable only if you opt to Use Amount Range.
Enter the Minimum and Maximum Amount used range on which you wish to report.
DeleteUse Amount Remaining Range (SAGiftCertificateDetail_AmountRemaining_UseRange)
Enable this option if you wish to report on Gift Certificates by the amount remaining.
THEN
Enter an amount range.
OR
Leave this option de-selected to skip the Amount Remaining Range check.
Min Amount Remaining (SAGiftCertificateDetail_AmountRemaining_Begin)
This field is applicable only if you opt to Use Amount Remaining Range.
Enter the Minimum and Maximum Amount Remaining range on which you wish to report.
DeleteMax Amount Remaining (SAGiftCertificateDetail_AmountRemaining_End)
This field is applicable only if you opt to Use Amount Remaining Range.
Enter the Minimum and Maximum Amount Remaining range on which you wish to report.
DeleteHousehold Number (SAGiftCertificateDetail_HouseholdNumber_Equals)
Click the Picklist Box icon to select an individual household on which to report, if desired.
OR
Leave this field blank to skip this check and run the report for all households.
Full Use Required? (SAGiftCertificateDetail_FullUseRequired_ComboBox)
Click the Combo Box icon to determine whether you wish to report on Gift Certificates that have been flagged as Full Use Required
OR
Leave this field blank to skip this check.
Daily Name (SAGiftCertificateDetail_DailyName_Equals)
Enter all or part of a Daily Name in this field.
THEN
Expand the corresponding Drop-down list to select your WildCard Option for matching the data entered. Wildcarding is allowed in this field.
WildCard Option (SAGiftCertificateDetail_DailyName_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr ' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by ' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Use Gift Certificate Number Range (SAGiftCertificateDetail_Number_UseRange)
Enable this option if you wish to report on Gift Certificates by their number.
THEN
Enter an Gift Certificate Number range.
OR
Leave this option de-selected to skip the Gift Certificate Number Range check.
Receipt List Lookup (SAGiftCertificateDetail_ReceiptList_Equals)
Enter a receipt number, if desired, to run the report for an individual Gift Certificate by receipt.
OR
Leave this blank to skip the receipt check.
Begin Number (SAGiftCertificateDetail_Number_Begin)
This field is applicable only if you opt to Use Gift Certificate Number Range.
Enter the beginning and ending Gift Certificate Number range on which you wish to report.
DeleteEnd Number (SAGiftCertificateDetail_Number_End)
This field is applicable only if you opt to Use Gift Certificate Number Range.
Enter the beginning and ending Gift Certificate Number range on which you wish to report.
DeleteUse User Name Range (SAGiftCertificateDetail_UserName_UseRange)
Enable this option if you wish to report on Gift Certificates by Service Item range.
THEN
Use the Service Item fields to identify your Beginning and Ending Gift Certificates.
OR
Leave this option de-selected to skip the Service Item Range check and make selections from the Service Item DataGrid.
Begin User Name (SAGiftCertificateDetail_UserName_Begin)
This field is applicable only if you opt to Use Gift Certificate Number Range.
Enter the beginning and ending Gift Certificate Number range on which you wish to report.
DeleteEnd User Name (SAGiftCertificateDetail_UserName_End)
This field is applicable only if you opt to Use Gift Certificate Number Range.
Enter the beginning and ending Gift Certificate Number range on which you wish to report.
DeleteUse Cash Drawer Range (Issued on Cash Drawer) (SAGiftCertificateDetail_CashDrawer_UseRange)
Enable this option if you wish to report on Gift Certificates by the Cash Drawer from which they were issued/sold them.
THEN
Enter a range of Cash Drawers.
OR
Leave this option de-selected to skip the Cash Drawer check.
Begin Cash Drawer (SAGiftCertificateDetail_CashDrawer_Begin)
This field is applicable only if you opt to Use Cash Drawer Range.
Enter the beginning and ending range of Cash Drawers on which you wish to report.
DeleteEnd Cash Drawer (SAGiftCertificateDetail_CashDrawer_End)
This field is applicable only if you opt to Use Cash Drawer Range.
Enter the beginning and ending range of Cash Drawers on which you wish to report.
Delete