> For the complete documentation index, see [llms.txt](https://docs.giftcardfactory.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.giftcardfactory.app/reports/gift-card-summary-report.md).

# 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

1. Navigate to **Reports** in the Gift Card Factory app
2. Click the **New Report** button
3. Select **Gift Card Summary** from the report options
4. 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
5. Click **Create** to generate the report now, or **Schedule** to run it at a future date and time you select, once or repeating on a daily, weekly, monthly or yearly interval

For repeating schedules the report's date range moves forward with each run, so every report covers the most recent period. Each upcoming run appears on the Reports page with a **Scheduled** badge; select it there to edit the schedule of a repeating report or cancel it to stop the recurrence.

### Report Contents

The generated CSV contains one row per metric, per currency:

| Metric                      | Description                                                |
| --------------------------- | ---------------------------------------------------------- |
| 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](/reports/unused-gift-card-balance-report.md) — the card-by-card list behind these totals
* [Gift Cards Usage](/reports/gift-cards-usage.md) — order-level detail of gift card redemptions