Report Outstanding Gift Certificates

(Gift Certificates Report)

Access

This report lists purchases, refunds, redemptions, and contributions (to gift registries) for all outstanding gift certificates/cards. It also prints the remaining balance and expiration date (if any) for each gift certificate/card. Once the run-time options have been selected, choose Run to produce the report.

 You can choose to include both types of certificates on the report - those that are linked to gift registries and those that are not - by selecting the Both Registry and Non-registry option. Or, you can choose to run the report for Registry Only to include only gift certificates/cards that are linked to gift registries. Choose Non-registry Only to run the report for only gift certificates/cards that are not linked to gift registries.  Certificate Type

If you choose Registry Only at the Certificate Type field, you activate this field. You can enter the ID of the registry owner (customer code of person who enrolled the registry). If you click the action button, you access the Gift Registry Name Lookup window, which you can use to locate a gift registry by the Owner Name or Alternate Name. If you indicate an ID in this field, you inactivate the Gift Registry Type field.Gift Registry IDIf you choose Registry Only at the Certificate Type field, you activate this field. You can enter the ID of the registry owner (customer code of person who enrolled the registry). If you click the Action button, you access the Gift Registry Name Lookup window, which you can use to locate a gift registry by the Owner Name or Alternate Name. If you indicate an ID in this field, you inactivate the Gift Registry Type field.

If you choose Registry Only at the Certificate Type field and you leave the Gift Registry ID field blank, you activate this field. Click the arrow button to select the type of registry (bridal, gift, etc.) to report.Gift Registry TypeIf you choose Registry Only at the Certificate Type field and you leave the Gift Registry ID field blank, you activate this field. Click the arrow button to select the type of registry (bridal, gift, etc.) to report.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.