If you're a Snackpass partner enrolled in gift cards—whether digital, physical, or both—you have access to detailed Gift Card Reports to track performance and usage.
Accessing Gift Card Reports
To view your gift card reports:
Go to your dashboard.
Navigate to:
DATA > MORE REPORTS > GIFT CARDS.
Gift Card Reports are divided into four main sections:
Overview
Balances
Transactions
Liabilities
Let's explore each one:
Overview Report
The Overview report provides a high-level summary of gift card activity for your store.
At the top of the report, you’ll find two filters:
Date: Adjust the time period for the data shown.
Locations: If your business has multiple locations, use this filter to select specific ones.
Below these filters, the report presents an overview of both digital and physical gift cards, divided into three key sections:
Activations (Last 30 Days): The total value of gift cards purchased in the past 30 days.
Redemptions (Last 30 Days): The total value of gift cards used within the past 30 days.
Outstanding (All Time): The total value of purchased gift cards that have not yet been redeemed.
Gift Card Activity Table
The table below these insights is divided into four main sections, each tracking different types of transactions:
Activations: Gift cards purchased within the selected time period.
Redemptions: Gift cards redeemed during the selected time period.
Outstanding: The total value of gift cards that have been purchased but not yet used.
Refunds: Gift cards that were purchased and later refunded.
Each section is further broken down into three key columns:
Activity: Specifies whether the transaction involved digital or physical gift cards.
Total: Displays the number of transactions for each type of gift card.
Amount: Represents the total dollar value for each transaction type.
By reviewing these reports, you can track gift card performance, manage outstanding balances, and optimize your strategy to drive more sales.
Balances Report
The Balances Report provides detailed insights into the balances of all gift cards—both digital and physical—purchased at your store.
At the top of the report, you’ll find two filters:
Date: Adjust the time period for the data displayed.
Locations: If you manage multiple locations, use this filter to view data for specific stores.
Additional Tools
Below these filters, you have two useful tools:
Download Button: Generates a
.CSVfile of the report for offline use.Search Bar: Allows you to search by gift card code, sender name, or recipient phone number.
Balances Table
The Balances Table contains 13 customizable columns that provide detailed gift card data:
Store Name: The store where the gift card was purchased. (Useful for multi-location businesses.)
Purchase Date: The date the gift card was bought.
Gift Card Type: Specifies whether the card is digital or physical.
Code: A unique code assigned to each gift card.
First Use Date: The date the gift card was first used.
Last Use Date: The date the gift card was last used.
Purchase Amount: The original value of the gift card.
Current Balance: The remaining balance after any redemptions.
From: The name of the Snackpass user who sent the gift card.
From Email: The email address of the sender.
To: The name of the recipient who received the gift card.
To Email: The recipient’s email address.
To Phone: The recipient’s phone number.
At the top right of the table, you'll find a Columns Filter, allowing you to show or hide specific columns based on your preference.
By using the Balances Report, you can track gift card purchases, usage, and remaining balances, ensuring smooth operations and better customer engagement.
Transactions Report
The Transactions Report provides detailed insights into all gift card transactions processed at your store.
At the top of the report, you’ll find two filters:
Date: Adjust the time period for the data displayed.
Locations: If you manage multiple locations, use this filter to view data for specific stores.
Additional Tools
Below these filters, you have two useful tools:
Download Button: Generates a
.CSVfile for offline analysis.Search Bar: Allows you to search by gift card code, sender name, or recipient phone number.
Transactions Table
The Transactions Table contains 9 customizable columns that provide detailed transaction data:
Store Name: The store where the gift card was used. (Useful for multi-location businesses.)
Date: The date of the transaction.
Type:
Usage: Indicates the gift card was redeemed.
Usage Refund: Indicates a refunded transaction.
Code: The unique code of the gift card used.
Transaction Amount: The amount deducted from the gift card during the transaction.
Balance: The remaining balance after the transaction.
Purchase Customer: The email of the customer who originally purchased the gift card.
Usage Customer: The phone number of the customer who redeemed the gift card.
Gift Card Purchased Via: The payment method used to buy the gift card:
Cash: Applies only to physical gift cards.
Card: Applies to both digital and physical gift cards.
At the top right of the table, you’ll find a Columns Filter, allowing you to show or hide specific columns based on your preference.
By using the Transactions Report, you can track gift card redemptions, refunds, and balances, ensuring smooth transactions and better customer insights.
Liabilities Report
The Liabilities Report is specifically useful for Snackpass partners managing multiple locations. This report helps track gift card balances and fund transfers between different stores in a chain.
Understanding Payout Methods
There are two payout methods for gift card purchases:
Single Location Payout:
Gift card purchases (minus processing fees) are paid out immediately to a single designated bank account.
Snackpass does not handle fund transfers between locations.
This payout method is chosen when gift cards are first enabled for the business.
Multi-Location Payout:
Funds from gift card purchases remain with the store where the card was originally purchased.
If a gift card is redeemed at a different store, the business is responsible for internal fund transfers.
At the top of the report, you'll find two filters:
Date: Adjust the time period for the data displayed.
Locations: If you manage multiple locations, use this filter to view data for specific stores.
Liabilities Table
The Liabilities Table provides a breakdown of gift card transactions across locations. It includes four key columns:
Store: Name of the store where liabilities are tracked.
If your account follows a single location payout, the main payout store will be labeled HEADSTORE.
Payable: The gift card balance loaded at this location but spent elsewhere.
Example: A gift card was purchased at Store A but redeemed at Store B. The payable amount reflects funds that Store A needs to transfer.
Receivable: The gift card amount spent at this location but purchased elsewhere.
Example: A customer bought a gift card at Store A but used it at Store B. Store B is owed this amount.
Not Receivable: The funds that will not be deposited into this store’s account.
These funds were already allocated to another store (such as a headstore) at the time of purchase.
By using the Liabilities Report, multi-location businesses can track fund movements, reconcile payouts, and manage internal financial transfers efficiently.
If you have any questions for either of your gift cards reports, please contact the Snackpass customer support team at +1 866 868 2146 (call) or message us using the Partner App!