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Expiring Gift Cards Report

Expiring Gift Cards Report

The Expiring Gift Cards Report finds gift cards that still have remaining balance but are about to expire. Use it to warn customers before their balance is lost — or to measure how much value is about to expire.

Overview

The report lists enabled gift cards with a remaining balance whose expiry date falls between today and a number of days you choose (30 by default).

When to Use This Report

  • Customer outreach: Contact holders of soon-to-expire balances

  • Reminder campaigns: Build a target list before setting up Gift Card Reminders

  • Liability forecasting: See how much outstanding balance will expire soon

Creating a Report

  1. Navigate to Reports in the Gift Card Factory app

  2. Click the New Report button

  3. Select Expiring Gift Cards from the report options

  4. Configure your report settings:

    • Expiring within (days): How far ahead to look, counted from today (default 30)

    • Email Notification (optional): Check this option to receive the report results via email when complete

  5. Click Create to generate the report

Report Contents

The generated CSV uses the same columns as the Unused Gift Card Balance Report:

Column
Description

Gift Card ID

The unique identifier for the gift card

Enabled

Whether the gift card is currently active (Yes/No)

Last 4 Characters

The last 4 characters of the gift card code

Initial Value

The original value when the gift card was created

Current Balance

The remaining balance on the gift card

Expires On

The expiration date

Note

Any notes attached to the gift card

Created At

When the gift card was created

Customer Email

Email address of the customer who purchased the gift card

Customer First Name

First name of the purchasing customer

Customer Last Name

Last name of the purchasing customer

Recipient Email

Email address of the gift card recipient

Recipient First Name

First name of the recipient

Recipient Last Name

Last name of the recipient

Downloading Results

After the report finishes, click the Result link in the Download Links column. Download links expire after 72 hours.

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