Tracking Gift Certificates in 9.4

summrtan · 11-26-2003, 01:48 AM

I looked through the archives and didn't see this addressed in the past unless I missed it. In 9.4 is there an easy way (or anyway for that matter) to pull up a printable report of outstanding Gift certificates that have been sold but not yet redeemed as well as their value? What info I did find as far as tracking GC's is not printable and does not provide the dollar value. Am I missing something?

Andy · 11-26-2003, 03:44 AM

Lee, right you are no such report currently exists .... I will make sure Helios Development see this suggestion.

When a custom report writer becomes available your would be able to create this report yourself, dealing with the reporting on things that Helios have not included in the core reports.

This would then be the type of request that could well become part of the core Helios reports.

Thanks for the suggestion.

Andy · 11-26-2003, 03:47 AM

A little more on this .... the Bonus Bucks report lists client with Bonus Bucks available, similar I guess to that would be Unredeemed Gift Certificates, and while they are at it they could also consider a report of Prepaid Dollars unused.

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11-26-2003, 01:48 AM	#1 (permalink)
summrtan Join Date: Jun 13 2002 Location: N CAL Posts: 435 Rep Power: 7	I looked through the archives and didn't see this addressed in the past unless I missed it. In 9.4 is there an easy way (or anyway for that matter) to pull up a printable report of outstanding Gift certificates that have been sold but not yet redeemed as well as their value? What info I did find as far as tracking GC's is not printable and does not provide the dollar value. Am I missing something?

11-26-2003, 03:44 AM	#2 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,763 Rep Power: 9	Lee, right you are no such report currently exists .... I will make sure Helios Development see this suggestion. When a custom report writer becomes available your would be able to create this report yourself, dealing with the reporting on things that Helios have not included in the core reports. This would then be the type of request that could well become part of the core Helios reports. Thanks for the suggestion.

11-26-2003, 03:47 AM	#3 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,763 Rep Power: 9	A little more on this .... the Bonus Bucks report lists client with Bonus Bucks available, similar I guess to that would be Unredeemed Gift Certificates, and while they are at it they could also consider a report of Prepaid Dollars unused.

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