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Understanding Your Balance Report

Keep track of your vouchers in circulation. Our Balance report can tell you the balance of each Single Use & Monetary voucher associated with your business

Step 1: Open gift card reporting

  1. Log in to the Facilipay Dashboard
  2. Click Reporting
  3. Select Gift Cards

Step 2: Open the balance report

  1. Click Balance Report (top menu)

Step 3: Review the report

  1. View a list of all vouchers sold

The report includes the following details:

  • Voucher Number: Unique ID of the card
  • Type:
    • Monetary (multi-use)
    • Single-purpose voucher
  • Channel: Physical or digital
  • Issuing Location: Associated branch
  • Activation Date: Date the voucher was sold
  • Expiry Date: When the voucher expires (if applicable)
  • Balance: Current remaining value

Note: The report defaults to showing the most recently activated vouchers.

Step 4: Apply filters (optional)

  1. Use filters to refine the report:
    • Voucher Number: Search for a specific card
    • Activation Date: Filter by time period (e.g. last 7 days or custom range)
    • Expiry Date: Find vouchers nearing expiry
    • Balance: Filter by remaining value
    • Type: Monetary or single-purpose
    • Assigned Branch: Filter by location

Step 5: Export the report

  1. Click Export (top right)

Result

The report is downloaded as a CSV file, which can be opened in:

  • Microsoft Excel
  • Google Sheets
  • Other spreadsheet tools