When to create the report

We recommend reviewing this report monthly.

How to create the report

1. From the SalonBiz/SpaBiz menu bar, click on the Report icon.
2. Click the Open button.
3. Select Gift Certificates in the report sub-category field.
4. Select the Gift Certificate Sales by Type report.
5. Enter the beginning and ending date for the report.

What it tells you

The report breaks out the gift certificates sold by type (category) so that you can keep track of all of the gift certificate sales as a whole.

The report is then separated into 9 areas:

• Gift # - unique serial number of the gift certificate
• Name - recipient's name
• Contact Information - recipient's phone number
• Date sold - date the gift certificate was purchased
• Last used - last time the gift was redeemed
• Net sell amt. - amount charged for the gift certificate (selling price)
• Value - amount available for use on the gift certificate
• Balance - amount remaining on gift certificate
• Purchased by - person or entity purchasing the gift certificate

How it's used

This report is used for analyzing the status of your gift certificate sales. You are able to see current values along with the original purchase amount, allowing you to view outstanding liability.  It is an excellent tracking tool to view how many charitable donations your business contributed for fiscal reporting.