The Loaded Value Summary Report provides a high-level overview of gift card load activity within a selected date range. Use it to track load volume across locations, monitor voided activity, and measure net loaded value for a given period.
Summary Metrics
Four summary metrics display at the top of the report based on your applied filters:
Metric | Description |
Total Load Count | The total number of load transactions within the selected date range. |
Total Load Amount | The total dollar amount loaded onto cards within the selected date range. |
Total Void Amount | The total dollar amount of voided load transactions within the selected date range. |
Total Net Amount | The total load amount minus the total void amount. |
Filters
Filter | Description |
Location | Filter by one or more locations. Defaults to all locations. |
Date Range | Filter load activity by a specific date range. |
Click Apply filters to load results after making your selections.
Columns
Column | Description |
Location ID | The unique ID of the location. |
Location Name | The name of the location. |
Load Transaction Count | The number of load transactions processed at the location within the selected date range. |
Load Amount | The total dollar amount loaded at the location within the selected date range. |
Void Transaction Count | The number of voided load transactions at the location within the selected date range. |
Void Amount | The total dollar amount of voided loads at the location within the selected date range. |
Net Transaction Count | The load transaction count minus the void transaction count. |
Net Amount Loaded | The load amount minus the void amount for the location. |
Common Use Cases
Tracking load performance by location Run the report across all locations to compare load volume and dollar amounts. Useful for identifying top-performing stores or locations with unusually low activity.
Monitoring voided loads Review the Void Transaction Count and Void Amount columns to spot locations with elevated void activity, which may indicate training gaps or process issues at the point of sale.
Period-over-period reporting Set a specific date range to compare load activity across weeks, months, or quarters for trend analysis.
Notes
Locations with zero activity in the selected date range still appear in the report with $0.00 values.
Voided loads are subtracted from gross load totals to produce the Net figures.