Gift Certificate Reports

Be careful with relying on this report - because it’s real purpose is to expire/write-off GCs that have a balance it ignores Certificates that have a nil balance. So if a GC is purchased and then fully redeemed its like it NEVER happened!

It works if youre only interested in those with a current balance, but you’ll need customised reporting to get a count of how many GCs you’ve actually sold within a period that includes those fully redeemed.  

peter nelson business analyst

information systems

pnelson@sydneyoperahouse.com

T+61 2 9250 7180  F+61 2 9251 7821 

SYDNEY OPERA HOUSE BENNELONG POINT

GPO BOX 4274, SYDNEY NSW 2001, AUSTRALIA

SYDNEYOPERAHOUSE.COM

Becci,

The Gift Certificate Expiration Utility (Finance category) can be used in a review-only mode to get a brief (one-line) list of each gift certificate currently outstanding, its original value and its current value. Out-of-the-box parameters only allow the selection of one gift certificate payment method, but it could be modified to allow multiple selection.

Hello,

I am looking for a report that will tell me how many gift certificates we have sold and their current value.

Has anyone crafted this beauty or has a tricksy way of building a list to capture this info?

Thanks!

Becci Strickland

TPAC Box Office Manger

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I don't know of a report (custom or otherwise) that will list all Gift Certificates sold, even if they are totally used up. However the code is very simple. Thus:

select g.gc_no, sum(pmt_amt) from t_payment p
        join t_gc g on p.payment_no = g.payment_no
    where pmt_method = 76   -- Replace with your payment method number
    group by g.gc_no

Run this, copy the results to excel and count/sum to your hearts content.

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I must not have that report.  All I have is Gift Certificate Details and Gift Certificate Expiration, which don’t have that option.  Does anyone else have it?

Leslie Fillingham, Finance Director

Milwaukee Repertory Theater

414-224-1761

We use the Gift Certificate Report with a date range and then select (all) for the criteria Outstanding Only?.

This report gives us a listing of all the gift certificates sold for the specified period.  It also gives us information about the transactions, balances, and customers.

I don't know of a report (custom or otherwise) that will list all Gift Certificates sold, even if they are totally used up. However the code is very simple. Thus:

select g.gc_no, sum(pmt_amt) from t_payment p
        join t_gc g on p.payment_no = g.payment_no
    where pmt_method = 76   -- Replace with your payment method number
    group by g.gc_no

Run this, copy the results to excel and count/sum to your hearts content.

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Me too!
Naomi

From: Tessitura Shared Reports Forum <forums-shared.reports@tessituranetwork.com>
To: Naomi Williams
Sent: Tue Nov 03 09:00:24 2009
Subject: Re: [Tessitura Shared Reports Forum] Gift Certificate Reports

I'd love that as well.

I've written a report that details, for GCs SOLD within a specified time frame:

the purchaser

purchase amount

the redeemer

redemption amount

redemtion date

outstanding balance

Feel free to email me directly if you want the guts of the report.

Martin

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