Gift Card Activity Report

To access and utilize the Gift Card Activity Report in the SoftPoint dashboard, follow these steps:

Accessing the Gift Card Activity Report

1. Sign in to the Dashboard.
2. Go to Reports: Under the OPERATIONS tab on the left side, select Reports.
3. Find the Gift Card Activity Report: Scroll down to the Payments and Discounts section on the right.
4. View the Report: Click the View button next to the Gift Card Activity.

Using the Gift Card Activity Report

• The report takes you to a transactions page where the advanced search is pre-configured to focus on Gift Card tender types.
• You can also search by:
  • Transaction ID
  • Ticket Number
  • Employee
  • Guest
  • Last 4 Digits of a Credit Card
• Date Range: Select from options like:
  • Today
  • Yesterday
  • Last 7 Days
  • Last 30 Days
  • This Month
  • Last Month
  • Custom Range
• Location Filter: If you’re part of a corporate setup, you can select multiple locations.

Report Details

The report will display:

• Type of Transaction
• Status (Approved or Declined)
• Transaction Number
• Ticket Number
• Employee
• Amount Processed
• Gift Card Information

Exporting the Report

The report can be exported in Excel, PDF, or CSV formats for further analysis or sharing.