Store Credit Balance Report
Last updated
The Store Credit Balance Report exports every customer in your store who currently holds store credit. Use it for financial reconciliation, liability tracking, or as a source list for store credit campaigns.
The report scans all customers in your store and lists every store credit account with a positive balance. Customers holding credit in more than one currency get one row per currency. Balances reflect the moment the report runs, so there is no date range to configure.
Financial reporting: Track outstanding store credit liabilities for accounting purposes
Reconciliation: Verify store credit balances after bulk operations or migrations
Customer outreach: Find customers with unspent credit to re-engage them
Audits: Get a complete snapshot of who holds credit and how much
Navigate to Reports in the Gift Card Factory app
Click the New Report button
Select Store Credit Balance from the report options
Optionally check Send an email with report results and enter the destination address
Click Create to generate the report
The generated CSV file includes the following columns:
Customer ID
The unique Shopify identifier for the customer
Customer Email
Email address of the customer
Customer First Name
First name of the customer
Customer Last Name
Last name of the customer
Currency
Currency of the store credit account
Store Credit Balance
Current balance of the account in that currency
Because Shopify does not allow searching customers by store credit, the report scans your entire customer base. For stores with many customers this can take a while — the progress bar tracks customers scanned, and the email notification option lets you close the app while it runs.
After the report finishes, click the Result link in the Download Links column. Download links expire after 72 hours.
Store Credit Bulk Add — add store credit to many customers at once
Scheduled Store Credit — add store credit on a recurring schedule
Last updated