ANALYZE GIFT CARD PERFORMANCE

The RICS Gift Card feature enables retailers to track and analyze gift card liability as transactions occur through the RICS Back Office and the RICS POS. To assist a retailer with tracking and analyzing these transactions, RICS provides several reports.

This document is a resource for retailers to understand how to analyze gift card liability using:
Generate a Gift Card Activity Report
Generate a Gift Card Balance Report

 


GENERATE GIFT CARD ACTIVITY REPORT
The Gift Card Activity report enables retailers to analyze gift card distribution and redemption balances, customer detail, and a store’s outstanding liability for a period of time. To generate a Gift Card Activity report:

1. In the RICS Back Office, go to Reporting :: Report Creator

2. Type Gift Card Activity in the search box or navigate to POS :: Gift Card Activity in the menu


FILE OPTIONS

1. Use the File Type dropdown menu to determine the output format

Note: If choosing CSV, use the Advanced Options dropdown to set a Field Delimiter.

2. As needed, enter a report description in the Report Name field

Note: Report descriptions will display in the Report Manager screen.

3. As needed, enter a valid email address in the Email A Copy To field to email the report


REPORT OPTIONS

1. Use the scroll bar to navigate to the Report Options section

2. Use the In Order dropdown menu to determine the order in which to display the analyzed gift card(s)

In Order of Options:

Date – Select to display gift card(s) in ascending order based on date sold.

Gift Card Number – Select to display gift card(s) in ascending order based on gift card number.

3. Use the Sales Period dropdown menu to determine what sales period to analyze

4. If necessary, select the Limit to Open Gift Cards checkbox to display activity for open gift card(s) only

5. If necessary, enter a gift card number range in the Gift Card Number Filter field to display activity for select gift card(s)

6. Use the Store Options dropdown menu to determine how analyzed store data will be grouped

Store Options:

Separate Stores – Select to display inventory by individual store.

Combine Stores – Select to display combined inventory for all stores.

 


REPORT CRITERIA

1. After selecting the report options, use the scroll bar to navigate to the Report Criteria section

Note: To report on all gift cards, proceed to Step 2. To report on redeemed gift card(s) only, proceed to the Redeeming section. To report on purchased gift card(s) only, proceed to the Purchasing section.

2. Enter the necessary criteria to determine what gift cards to display on the report

Report Criteria Options:

By Store – Enter or search for a store(s) to determine what customer activity to output.

By Store State – Enter a store(s) state to determine what customer activity to output.

 

3. Click Run

REDEEMING

1. After selecting the report criteria, use the scroll bar to navigate to the Redeeming section

2. Enter a customer account number in the Customers field to limit gift card redemption to selected customers

 

3. Click Run


PURCHASING 

1. After selecting the report criteria, use the scroll bar to navigate to the Purchasing section

2. Enter a customer account number in the Customers field to limit gift card purchases to selected customers

 

3. Click Run

 


GENERATE A GIFT CARD BALANCE REPORT
The Gift Card Balance report enables retailers to analyze gift cards balance details, outstanding balances, issued dates and the store’s current outstanding liability at the time of the report. To generate a Gift Card Balance report:

1. In the RICS Back Office, go to Reporting :: Report Creator

2. Type Gift Card Balance in the search box or navigate to POS :: Gift Card Balance in the menu


FILE OPTIONS

1. Use the File Type dropdown menu to determine the output format

Note: If choosing CSV, use the Advanced Options dropdown to set a Field Delimiter.

2. As needed, enter a report description in the Report Name field

Note: Report descriptions will display in the Report Manager screen.

3. As needed, enter a valid email address in the Email A Copy To field to email the report

4. Click Run

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