Gift Card Reporting in Backoffice

Overview

This article provides an overview of how to access and interpret gift card reports in Tabit Backoffice. Accurate reporting is essential for tracking gift card sales, redemptions, and outstanding balances across all channels.

Accessing Gift Card Reports

Login to Tabit Office with your manager credentials.
Navigate to Backoffice → Reports.
Under the Loyalty section, you’ll find several key gift card reports:
- Gift Card Summary
- Gift Cards Balance
- Gift Card Redemptions

Types of Gift Card Reports

1. Gift Card Summary

Purpose: Tracks and analyzes gift card activity within a specific date range.
Key Features:
- View, search, and filter gift cards by date, card number, or series.
- Compare amounts loaded (sold) vs. redeemed (used) to understand financial liability.
- Adjust the date range (default is last 30 days, up to 1 year).
- Export data to Excel for further analysis.
How to Access:
Go to Loyalty > Reports > Gift Card Summary and select your desired filters. Click Apply to generate the report 1 2.

2. Gift Cards Balance

Purpose: Shows the current outstanding balance of all active gift cards.
Use Case: Useful for liability tracking and reconciliation at period end.

3. Gift Card Redemptions

Purpose: Lists all redemption transactions for gift cards within a selected period.
Use Case: Audit redemptions, investigate anomalies, or validate guest claims.

Daily Summary Report (DSR)

Location: Backoffice > Reports > Daily Summary
How to Use:
Scroll to the Payments section and look under Prepay to see total gift card transactions (loads and redemptions) for the selected period.
- Loads (adding value to cards) are shown as negative numbers.
- Redemptions (spending gift card value) are shown as positive numbers.
- The net value indicates whether more was loaded or redeemed in that period.
Note: Digital gift card purchases are not included in the DSR Prepay section. For transaction-level detail, use the Loyalty reports 3 2.

Transaction-Level Detail

For individual gift card transactions, go to Loyalty > Customers > Transaction Center.
Filter by date, site, and card series, then click Apply to view or export results.

Best Practices & Tips

Negative Balance in Reports: A negative total means more value was loaded than redeemed; a positive total means more was redeemed than loaded.
Exporting Data: Use the .xlsx button in report screens to export for further analysis or sharing.
Permissions: Access to gift card reports is permission-based. Ensure managers and authorized staff have the correct roles assigned 2 4.
Routine Checks:
- Daily: Review DSR for anomalies in gift card activity.
- Weekly/Monthly: Run Gift Card Summary and Balance reports for liability tracking and reconciliation.

Related Resources

Proper use of Backoffice gift card reports ensures accurate financial tracking, helps prevent fraud, and supports smooth guest service across all channels 1 2 4.