Understanding Your Balance Report

You must be logged into the Facilipay Dashboard with access to gift card reporting.
The Balance Report reflects the live remaining value of all vouchers sold — it is not limited to a specific date range by default.

Open Gift Card Reporting
Log in to the Facilipay Dashboard, click Reporting, then select Gift Cards.
Open the Balance Report
From the top menu within the Gift Cards reporting section, click Balance Report.
Review the Report
You'll see a list of all vouchers sold. Each row includes:
- Voucher Number — unique ID of the card
- Type — Monetary (multi-use) or Single-purpose voucher
- Channel — Physical or digital
- Issuing Location — The branch that sold the voucher
- Activation Date — The date the voucher was sold
- Expiry Date — When the voucher expires (if applicable)
- Balance — The current remaining value
Note: The report defaults to showing the most recently activated vouchers.
Apply Filters (Optional)
Use the available filters to refine your view:
- Voucher Number — search for a specific card
- Activation Date — filter by time period (e.g. last 7 days or custom range)
- Expiry Date — identify vouchers nearing expiry
- Balance — filter by remaining value
- Type — Monetary or Single-purpose
- Assigned Branch — filter by location
Export the Report
Click Export in the top-right corner. The report downloads as a CSV file, which can be opened in Microsoft Excel, Google Sheets, or any other spreadsheet tool.

Check for expiring vouchers: Use the Expiry Date filter regularly to identify vouchers nearing expiry — this can inform customer communications or targeted promotions.
Use the Balance filter for reconciliation: Filtering by remaining balance helps identify dormant or high-value vouchers still in circulation.
Export regularly: Periodic exports support gift card liability tracking and financial reconciliation.

The Balance Report shows the current balance of every voucher in circulation associated with your business — both single-use and monetary voucher types — helping you keep track of outstanding gift card value at any time.