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Card Balances report

View current balances for every gift card in your account, with filters for location, card type, and card number.

Written by Ted Plaisted

The Card Balances report shows the current balance on every gift card in your account. Use it to view outstanding balances at any point in time or to share balance details with your team.


Filters

Filter

Description

Activation Location

Filter by one or more activation locations. Defaults to all locations.

Card Type

Filter by Physical or Digital cards. Defaults to all card types.

Card Number

Search for a specific card by entering the card number.

Click Apply filters to load results after making your selections.


Columns

Column

Description

Card Number

The gift card's unique identifier.

Card Category

The category assigned to the card (e.g., Generic)

Card Type

Whether the card is Physical or Digital

Current Balance

The remaining balance on the card as of when the report is run

Activation Location

The location where the card was first activated

Activation Date

The date the card was first activated

Last Transaction Location

The location where the most recent transaction occurred

Last Transaction Date

The date and time of the most recent transaction on the card


Notes

  • Cards with a $0.00 balance have been fully redeemed and do not contribute to outstanding liability and do not appear in the card balance report.

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