Customers using Toast Gift Card feature will be able to access and view real-time reporting about their gift card liability, data, transactions in the store and more.
Navigate to the Gift / Rewards Report from Toast's backend dashboard.
There are 6 primary reports show as tabs on the reporting page.
Summary - A summary of the number of each type of card in the system today for the location(s) selected in the reporting filter above. If you are looking for your current liability overall, this report will provide you that figure based on the date selected in the Report Filter above.
Gift Cards - An exportable report of all gift cards and their current cash balances. You can also view/edit details about each card and Manually Adjust Balances from this report.
Inactive Cards - An exportable report of all unsold gift card numbers. You can also view/edit details about each card and Manually Activate an Inactive Cards from this report.
Gift Card Transactions - A real-time report of the gift card transactions that are occurring in the restaurant. This includes Add Values and Redemptions.
Gift Card Liabilities - This report is for multi-location customers who track gift transactions between locations for liability reconciliation - usually with franchise organizations.
Failed Deliveries - When customers purchase E-Gift Cards via the POS app and the email fails to send, this report provides information about what caused it to fail.
Customers using the Rewards Program Feature will also see:
Rewards Accounts - Similar to the Gift Cards report, this is an exportable report of all Rewards Accounts and their current points balances. You can also view/edit details about each card and Manually Adjust Balances from this report.
RewardsTransactions - A real-time report of the Rewards transactions that are occurring in the restaurant. This includes Add Values and Redemptions.