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How do I see a report of all gift card adjustments completed over a period of time?
How do I see a report of all gift card adjustments completed over a period of time?
Bill C. avatar
Written by Bill C.
Updated over a week ago

In Heartland Retail, there are two ways to change the balance of a gift card: (1) issuance/redemption at the POS and (2) manual adjustment to the balance using a gift card adjustment in Heartland . This article explains how to report on the gift card adjustments you have made:

  1. On the Filters tab, select the date range that you would like to report on.

  2. On the Metrics tab, add this metric to the report: "Gift Cards » Net Adjusted Amount."

  3. On the Groups tab of reporting, you can remove all groups and that will give you just the totals. If you'd like to see this reported by gift card number, you can add the "Gift Cards » Gift Card #" group to the report.

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