Description: Shift4Gift features new reporting for gift cards in the Shift4 Dine Customer Hub. This reporting gives you balance and transaction data without the need to contact the Gift Card team. 

To access Shift4Gift Reporting:

  1. Log in to the Customer Hub.
  2. Go to Reporting on the left navigation and select Shift4Gift Reporting.
  3. Use the Select a Report dropdown to select the report you are looking to generate.
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    • Balances
    • Transaction Detail 
    • Transaction Summary
  4. Select the Location from the next dropdown box.
    • In the current installment, this is limited to single-location data per report.
  5. Enter the timeframe for the report you are looking to obtain in the Select a Period box.
    • Custom or preset time frame (when applicable)
  6. Select Generate.

Reports

Balances

This report acts as a liability tracker for all gift cards in the locations program. This is normally a report the Gift Card team would provide in this masked version. If you need the full card numbers, contact the Gift Card team. mceclip3.png

Reading Balance Report

Rows
  Total  The total amount of the location(s) being shown.
  Location The DBA for the account. 
  Gift Card Number The masked gift card number displays the last 4 numbers. 
Columns
  Gift Card - Status Is the card active?
  Gift Card - Balance The current balance 
  Last Trans - Date The date and time of the last transaction. 
  Last Trans - Transaction ID The number assigned to the transaction from the POS. 
  Last Trans - Type What action the gift card performed in the transaction.
  Last Trans - Amount The amount of the transaction.

Transaction Summary

This report acts as the daily summary of the gift card program. mceclip1.png

Reading Transaction Summary Report

Rows
Total  The total amount of the location(s) being shown.
Location The DBA for the account. 
Columns
Sold - Count The number of gift cards purchased.
Sold - Amount The money value.
Redeemed - Count The number of gift cards used as payment.
Redeemed - Amount The money value.
Expired - Count  The number of gift cards that became inactive in the time period. 
Expired - Amount The money value.
Total - Count The number of gift card actions. 
Total - Amount  The money value.


Transaction Detail

This report gives the transaction breakdown for the overview information in the Transaction Summary. mceclip2.png

Reading Transaction Detail Report

Date The date and time of the transaction. 
Transaction ID The number assigned to the transaction from the POS. 
Type The action the gift card performs in the transaction.
Waitperson The employee who acted.
Gift Card # The last four digits of the gift card number. 
Amount The money value spent from the gift card. 
Balance After  The money value remaining
Void Was this gift card involved with a void?
Void ID The transaction ID. This will only be filled in if there is a void present. 

Cross-Usage

This report only applies to multi-location gift card accounts that share gift cards between. This report provides an overall summary of who “owns” the gift cards, the “owner” of the sale of gift cards, and where gift cards were “used”. This allows your accounting department to allocate the funds correctly for each participating location.