In this article, you'll learn:
Important:
If the screenshots in this article don’t match your dashboard, you might not be on Rise V2. Please go to this article.
Overview of the Gift Card Sales Report
The Gift Card Sales Report provides an overview of all gift cards sold and created, including their initial and current balances, as well as where they were purchased, created, and redeemed.
In this report, you’ll find detailed information on -
Rise Gift Card ID: A unique Rise.ai identifier for each gift card.
Date Issued: The date the gift card was created.
Recipient Email: The email address of the gift card recipient.
Recipient Name: the name of the gift card recipient.
Initial Value: The original amount loaded onto the gift card.
Remaining Value: The balance left on the gift card (outstanding balance).
Channel Created: The channel where the gift card was issued from (e.g., Shopify, Rise).
Store Created: The specific shop URL where the gift card was issued.
POS Location ID: The POS location where the gift card was created.
Reason: The reason for issuing the gift card (e.g., refund, purchase).
Bulk ID: Identifies gift cards issued as part of a bulk.
Order ID: The internal identifier for the order associated with the gift card.
Order #: The public-facing order number associated with the gift card.
Note: Any notes added to the gift card.
Next Expiration Date: The date when the gift card is set to expire.
Status: The current status of the gift card (e.g., active, expired, redeemed, disabled).
Disabled Date: The date the gift card was deactivated.
Buyer Country: The country of the buyer who purchased the gift card.
Buyer State: The state of the buyer who purchased the gift card.
User Email: The email of the Rise user who created the gift card (manually or via bulk)
Channel Created: The actual channel the gift card was created from (for cases of a multi-channel account).
Gift Card ID: The related channel gift card ID (when channel is Shopify, this column shows the related Shopify gift card ID)
** In cases of multi-channel accounts, you might see multiple 'Channel Created' and 'Gift Card ID' columns, because the related gift card is created in each channel.
Overview of the Customer Wallets Report
The Customer Wallets Report helps you review all customer wallets, showing their current balances, last activities, and transaction locations. It provides insights into customer activity and helps you track how store credit is being used.
In this report, you’ll find detailed information on -
Wallet ID: A unique Rise.ai identifier for each customer wallet.
Date Created: The date the wallet was created.
Customer Email: The email address associated with the wallet.
Current Balance: The remaining balance in the customer’s wallet.
Most Recent Channel: The channel where the most recent transaction occurred.
Most Recent Store: The store where the most recent transaction took place.
Most Recent Location ID: Identifies the POS location for the most recent transaction.
Most Recent Reason: The reason for the most recent transaction (e.g., refund, workflow, manually issued).
Most Recent Bulk/Workflow ID: The ID for the bulk or workflow that created the most recent reward.
Most Recent Order: The order associated with the most recent transaction.
Most Recent Note: Any notes related to the most recent transaction.
Sales Channel Name: The actual channel the gift card was created from (for cases of a multi-channel account).
Wallet ID: The related channel wallet/gift card ID (when channel is Shopify, this column shows the related Shopify gift card ID)
** In cases of multi-channel accounts, you might see multiple 'Sales Channel Name' and 'Wallet ID' columns, because the related gift card is created in each channel.
Overview of the All Activities Report
The All Activities Report provides a detailed breakdown of all transactions related to gift cards and wallets. It allows you to track balance changes, review transactions, and gain insights into customer activity.
In this report, you’ll find detailed information on -
Transaction Date: The date the transaction occurred.
Parent ID: A unique identifier linking related transactions.
Transaction Amount: The amount of store credit or gift card value used in the transaction.
Balance After Transaction: The remaining balance after the transaction was processed.
Source Channel: The channel where the transaction took place.
Store Name: The specific store where the transaction was made.
POS Location ID: Identifies the POS location for the transaction.
Reason: The reason for the transaction (e.g., Gift Card Initial: gift card purchase, cancel reward, workflow...)
Workflow/Bulk ID: Shows the workflow or bulk ID (if relevant).
Order ID: The identifier for the order associated with the transaction (e.g - on Shopify, it's the Shopify order ID).
Order #: The order number linked to the transaction.
Note: Any notes added to the transaction entry.
Gift Card / Wallet: Indicates whether the transaction was related to a gift card or a wallet.
Expiration Date: The expiration date of the gift card or store credit used in the transaction.
User Email: The email of the Rise user who initiated the activity.
Customer Email: The email address of the involved customer.
Sales Channel Name: The name of the sales channel where the transaction occurred.
Sales Channel Gift Card ID: The unique identifier for the gift card used in the transaction within the sales channel.
Please note: Custom triggers and refund apps appear as workflow credit in the reports and can be filtered using the Workflow ID.
How to Find the Workflow ID:
Navigate to the desired Workflow in your Rise dashboard.
The Workflow ID can be found in the URL at the top of your browser.
Overview of the Liability Report
Overview of the Liability Report
The Liability Report helps you review outstanding liability from issued value, including gift cards and store credit. It shows how issued amounts, adjustments, redemptions, disabled value, and expired value affect the remaining balance as of the selected report date.
In this report, you’ll find detailed information on -
Payment method type: Shows whether the value is gift card or store credit.
Source: Shows how the value was created, such as order, refund, workflow, bulk, or manual issuance.
Source ID: Shows the ID of the source related to the activity, such as a workflow ID or bulk ID.
Source name: Shows the name of the source, when available, such as the workflow name or bulk name.
Channel name: Shows where the activity came from, such as Shopify or Rise Platform.
Tenant URL: Shows the store URL connected to the activity.
Location ID: Shows the Shopify location ID connected to the activity, when available.
Issued amount: Shows the total value that was issued.
Manually adjust amount: Shows value that was added or removed through a manual adjustment.
Other adjustments amount: Shows value that was added or removed through other system adjustments.
Redeemed amount: Shows the value customers redeemed.
Disabled amount: Shows value that was disabled and can no longer be used.
Expired amount: Shows value that expired and can no longer be used.
Total amount: Shows the outstanding liability as of the selected report date.
Click here to learn more about the Liability Report
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