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.


REPORT OPTIONS TAB

1. In the RICS Back Office, go to Reporting :: Customers :: Gift Card Activity

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)

 

 


REPORT CRITERIA TAB

1. After selecting the report options, click the Report Criteria tab

Note: The Report Criteria tab will be blank unless the user is analyzing data from a Store Owner level within a multi-store organization. To report on all gift cards, proceed to Step 2. To report on gift card redemptions only, proceed to the Redeeming Tab section. To report on purchased gift card(s) only, proceed to the Purchasing Tab section.

2. Click Add Job and Run


REDEEMING TAB

1. After selecting the report criteria, click the Redeeming tab

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

3. Click Add Job and Run


PURCHASING TAB

1. After selecting the report criteria, click the Purchasing tab

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

3. Click Add Job and 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.

1. In the RICS Back Office, go to Reporting :: Customer :: Gift Card Balance

2. Click Add Job and Run

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