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Pesso Super Seller

How Do I See More Detailed Gift Card Reports?

Right now the basic Gift Card report screen doesnt give me details on each card.

If I open up a transaction made by a gift card, I can see the history of that particular card including when they were purchased, how much was loaded on them, every transaction made by them, and how much is currently left on the card.

I'd love to be able to see this data for all of my active gift cards.


Is there a way to do this, or is it in the works?


This would be incredibly useful, and part of the reason I switched from my own paper gift certificates to the Square Gift Cards.

Thanks!

Message 1 of 22
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1 Best Answer

Accepted Solutions
lilychiang Square

Re: Seeing More Detailed Gift Card Reports?

Best Answer

Hi @malibuclub, I'm the PM on gift cards and we recognize our gift card reporting is limited. This is an area we are focusing on improving in the next couple quarters. Today, the gift card report, under Sales>>Report>>Gift Cards, do show how much is loaded given the date filter. It should be the combination of Activations and Load. Also, your gift card sales are shown in your 'Sales Summary' Report as a separate line item from your Total Sales. The numbers should tie up, and I'd be happy to look into it more if it doesn't. Please direct message me. 

Message 9 of 22
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21 REPLIES 21
Admin

Re: Seeing More Detailed Gift Card Reports?

Hi Pesso,

 

Thanks for using Square Gift Cards. You can export more details on all of the Gift Cards you've issued in the 'Sales' tab of your Square Dashboard. Simply go to 'Sales' > 'Gift Cards.' On the right side towards the top of the page you'll see an 'Export' button. Click that and select 'Detail CSV.'

 

A CSV file will export. Once you open it you'll see the transaction history for each outstanding card.

 

Thanks,
Martina

Message 2 of 22
6,971 Views
Pesso Super Seller

Re: Seeing More Detailed Gift Card Reports?

Thank you - yes I saw this, but it still doesn't seem to be as detailed as the view I get when I click through the receipt. I'd love to see this as a site rather than an excel document, with the ability to click through each transaction and all that how I can now - but all of the cards at the same time.

Message 3 of 22
6,756 Views
Kpay Alumni

Re: Seeing More Detailed Gift Card Reports?

Hey @Pesso, thanks for getting back to us here - super useful for us to understand what would be most helpful for you. We'll make sure to update here in the community if there's any update on reporting changes! 

Message 4 of 22
6,746 Views
malibuclub

Re: Seeing More Detailed Gift Card Reports?

That does not give a transaction history. It shows dates when it was used and the running total, but not the transaction history of that card...at least that's not what is showing up when I select Detailed CSV.
It would be nice to see loaded, redeemed, and refunded as options to the Items Sales in the Custom Report. The data is all in there, but there is no way within the Custom Report to pull any Gift Card Item sales (like when they are loaded). This week we had mostly gift card sales so it has the amount of cash that we took in, and $15 in drink sales.....and the two numbers are drastically different which makes our bookkeeping look like we are taking money and not recording sales. The Gift Card Sales report does not have numbers that match with anything.

The Gift Card reporting definitely needs some serious work.

Message 5 of 22
6,808 Views
Pesso Super Seller

Re: Seeing More Detailed Gift Card Reports?

Exactly! Thank you!

We definitely need more work on this - not solved by the export

Message 6 of 22
6,675 Views
malibuclub

Re: Seeing More Detailed Gift Card Reports?

At very least having Gift Card Items show up in the Items menu as an option to chose from would give us the "loaded" portion.

Message 7 of 22
6,662 Views
Admin

Re: Seeing More Detailed Gift Card Reports?

Thank you for continuing to share your experience with Square Gift Cards and reporting, @malibuclub, @Pesso, and @malibuclub. Rest assured that we are tracking your feedback — while no updates are available at this time, please keep in touch.

Message 8 of 22
6,631 Views
lilychiang Square

Re: Seeing More Detailed Gift Card Reports?

Best Answer

Hi @malibuclub, I'm the PM on gift cards and we recognize our gift card reporting is limited. This is an area we are focusing on improving in the next couple quarters. Today, the gift card report, under Sales>>Report>>Gift Cards, do show how much is loaded given the date filter. It should be the combination of Activations and Load. Also, your gift card sales are shown in your 'Sales Summary' Report as a separate line item from your Total Sales. The numbers should tie up, and I'd be happy to look into it more if it doesn't. Please direct message me. 

Message 9 of 22
10,077 Views
SuperDave

Re: Seeing More Detailed Gift Card Reports?

Hi I’m looking into using square for my business. I have two questions that I have not found answers for. 1 can I as the business owner cancel issued gift cards? 2 what happens to the funds on the card?

Message 10 of 22
4,789 Views