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How to generate a Customer debt Report

generate Customer debt Report: The Customer Debt Report helps you track outstanding gift card liabilities—these are gift cards that have been issued but not fully used.

Updated over a month ago

How to generate a Customer debt Report

Requirements: Access to the "Insights" section under "Grow" in your Understory platform

  1. Click Grow in the navigation bar, then select Insights – Opens the Insights dashboard.
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  2. Click Reports in the top-right or side menu – Opens the Reports overview.
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  3. Click the + Report button – Opens the Generate report dialog.
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  4. Select Type and choose Customer debt – Shows Customer debt as the selected report type.
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  5. Choose a Start date and End date – Sets the time period for your report.
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  6. Click Generate report – Your report will be created and listed on the Reports page when ready.
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  7. Download the report – Click the download icon next to your ready report to save your Customer Debt Report as an Excel file.

🔍 What Does the Report Show?

Each row in the report represents an individual gift card issued through your system. The report contains the following key details:

  • Gift Card Code
    A unique identifier for each gift card.
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  • Issue Date
    When the gift card was created and sent to the customer.
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  • Customer Email
    The email address of the recipient or buyer of the gift card.
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  • Gift Card Value (EUR)
    The original value of the gift card at the time of issuance.
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  • Redeemed Amount (EUR)
    The total value that has already been used.
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  • Outstanding Balance (EUR)
    The remaining value available to be spent — this represents your current customer debt.
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  • Expiration Date
    The last date the gift card can be used before it becomes inactive.

What can I do with the Customer debt Report?

The Customer Debt Report provides a line-by-line overview of all gift cards that are still partially or fully unredeemed. This helps you and your team:

  • Monitor outstanding gift card liabilities

  • Stay compliant with finance and accounting rules

  • Forecast future cash flows accurately

  • Quickly assist customers with gift card inquiries

Use this report to keep track of how much value is still owed to customers and ensure your business is always prepared to honor future redemptions.

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