Gift Cards

Last updated on Jan 13, 2025

Reports Dashboard - Gift Cards

Target release	01/07/2022
Document status	DRAFT
Document owner	[email protected]
Developer	[email protected], [email protected], [email protected], [email protected]
QA	[email protected]

🎯 Objective

Objective
To track and analyze gift card activity, including sales, redemptions, and unredeemed balances
To provide businesses with an overview of gift card transactions and sales within a specified time period

🤔 Assumptions

Increased gift card sales: Your goal is likely to increase gift card sales as gift cards are a significant source of revenue. The Gift Cards report feature should help you understand which promotions and sales strategies are most effective in boosting gift card sales.
Improved customer loyalty: By tracking gift card redemptions, you can gain insights into customer behavior and preferences, which can help you tailor your offerings to increase customer loyalty and repeat business.

🌟 Milestones

Create a visual road-map and help your team stay on track.

🗒️ Requirements

Requirement	User Story
Must be mobile responsive	John is a PM who wants to check on his team’s progress from the train station

⚡ API Integration

The Gift Cards reports are not using any SignalR API. All data in this feature module is fetched from the GiftCardAPI. {.is-warning}

Description	API
Balance Report	`/GiftCardAPI/api/accounts/accountsPaging`
Card Transactions Report	`/GiftCardAPI/api/transactions/getTransactions/{cardNumber}`
Transactions Report	`/GiftCardAPI/api/transactions/getTransactionsByStorePaging`
Total By Day Report	`/GiftCardAPI/api/transactions/getTotalReportByDatePaging`

🎨 User interaction and design

To access Gift Cards reports, go to Gift Cards’ on the side menu bar

💡 Use the date filter to quickly switch between different time frames and compare data trends, helping to identify areas for improvement and opportunities for growth. {.is-info}

✨ Balance Summary Report

An overview of the total amount of money loaded onto gift cards, the total amount redeemed, and the total balance remaining on all gift cards.

✨ Card Transactions Report

A complete record of all transactions for a specific gift card, including the date, time, and amount of each transaction, as well as the remaining balance on the gift card after each transaction.

To view the transactions for a specific gift card, click on the dollar icon in the Balance Summary Report. {.is-info}

✨ Transactions Report

A complete record of all gift card transactions, including the date, time, and amount of each transaction, as well as the remaining balance on the gift card after each transaction.

✨ Total by Day Report

A summary by day of the total amount of money loaded onto gift cards, the total amount redeemed, the total number of redeemed transactions, the total number of loaded money transactions.

❓️ Open Questions

Question	Answer
How might we make users more aware of this feature?	We’ll announce the feature with a blog post and a presentation

⚠️ Out of Scope

List the features discussed which are out of scope or might be revisited in a later release.