Gift Card Summary Report
Gift Card Summary Report
The Gift Card Summary Report answers "how many?" questions in a single small CSV: how many gift cards were created in a period, what they were worth, how much has been redeemed, and how much liability is outstanding. Unlike the other reports, it produces aggregate totals instead of one row per gift card.
Overview
The report aggregates all gift cards created within your selected date range into per-currency totals, and adds a count of orders paid with gift cards in the same period.
When to Use This Report
Quick health check: "How many gift cards were used last month?"
Financial reporting: Outstanding balance (liability) and redeemed value per period
Campaign evaluation: Compare created vs. redeemed value after a promotion
Creating a Report
Navigate to Reports in the Gift Card Factory app
Click the New Report button
Select Gift Card Summary from the report options
Configure your report settings:
Date Range: Select the start and end dates. The report aggregates gift cards created within this period
Email Notification (optional): Check this option to receive the report results via email when complete
Click Create to generate the report
Report Contents
The generated CSV contains one row per metric, per currency:
Gift cards created
Number of gift cards created in the period
Total initial value
Sum of the original values of those cards
Total remaining balance
Sum of their current balances (your outstanding liability)
Total redeemed value
Initial value minus remaining balance, summed
Unused cards (full balance)
Cards that have not been spent at all
Partially used cards
Cards with some balance spent
Fully used cards
Cards with zero balance
Disabled cards
Cards that have been deactivated
Expired cards
Cards whose expiry date has passed
Cards without expiry date
Cards that never expire
The final row, orders paid with gift cards in period, counts orders in the date range that were paid (fully or partially) with any gift card — including cards created outside the selected period.
Downloading Results
After the report finishes, click the Result link in the Download Links column. Download links expire after 72 hours.
Related Features
Unused Gift Card Balance Report — the card-by-card list behind these totals
Gift Cards Usage — order-level detail of gift card redemptions
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