The Gift Card Activations report lists all the integrated gift card activations and deactivations during the specified time period and summarizes the number of activations/deactivations per employee. Results are sorted in descending order by date and time. See below to run the report and view report results. You can also export the report and print it.
NOTE: This report is only visible to merchants using the integrated Moneris® Gift Card Program.
NOTE: Reloading the balance on a gift card is considered an "Activation" in this report.
On the PAYD Administration main screen, click Reports.
On the Reports menu, click Financial, then click Gift Card Activations.
The Gift Card Activations report screen appears.
Specify the time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.
NOTE: The default time period is Today.
Click the View button.
Results appear below.
Click the Show Options button on the top of the screen.
Click the Employees button.
On the Select Employee(s) popup, select the checkboxes for the employees you want to include in the report and then click OK (all employees are selected by default).
Click the View button.
Click the Stores button.
On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).
Click the View button.
Click the Start of day drop-down menu and select a starting time for the report results.
Click the End of day drop-down menu and select an end time for the report results.
Click the View button.
NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.
Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.
Click the Print button above the results.
Refer to Printing Reports for more information.
Refer to Exporting Reports for more information.
The report summary displays the following for matching results:
Employee - Employees who activated or deactivated gift cards during the time period (click to view details).
Number of Activations - Total number of gift cards activated or reloaded per employee.
NOTE: Reloading the balance on a gift card is counted in the Number of activations total in this report.
Amount Loaded - Total $ amount added to gift cards per employee.
Number of Deactivations - Total number of gift cards deactivated per employee.
Deactivation Balance Amount - Total $ amount of deactivated gift cards per employee.
The report lists matching gift card activations and deactivation as follows, sorted in descending order by Date.
Date - Date and time of the gift card activation or deactivation (default sort).
Employee - ID of the employee who activated the card (click to view details).
Type - Type of gift card transaction: Activation or Deactivation.
NOTE: Reloading the balance on a gift card is considered an "Activation" in this report.
Amount - Total $ amount added to the activated card.
Notes - Any notes about the gift activation that were made by the cashier at the point of sale.
Click the heading of the column you want to sort on (highlighted on mouseover).
Click again on a heading to toggle between descending and ascending order.
Use the navigation bar below the report results. The current page is highlighted.