Exporting the gift card and promo code report as a CSV file

This topic explains how to export the gift card and promo code report as a CSV file.

  1. Go to Financial - Gift Card Management.

  2. Enter the search parameters:

    Parameter

    Description

    Purchased with receipt

    Select one of the following:

    • All: Display all gift cards and promo codes

    • Yes: Display gift cards and promo codes purchased with a receipt

    • No: Display gift cards and promo codes purchased without a receipt

    Issue date

    The date range in which the gift card or promo code was issued.

    Expiration

    The date range in which the gift card or promo code expires.

    Used date

    The date range in which the gift card or promo code was redeemed.

    Status

    The gift card or promo code status

    Definition

    The gift card or promo code type Amount or Percent

    Currency

    The gift card or promo code currency. If the definition selected is Percent, the field is disabled.

    Value

    Define the amount or percent range of the gift card or promo code value.

    From

    Enter the name displayed in the From field of the gift card or promo code.

    Card code

    Enter the entire 17-digit system-generated card code.

    User-defined code

    Enter part (first characters) or all of the promo code.

  3. Click Generate Report.

    4. Gift cards and promo codes matching the search criteria are displayed in the generated report.

    The report can display up to 1,000 gift cards and promo codes. If there are too many results, use additional search parameters.

  4. To export the gift card and promo code report as a CSV file, click Create CSV file.

    5. The gift card and promo code report is downloaded as a Report.csv file to your downloads folder.

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