Credits Report
The Credits Report tracks your organization's credit balance over time and shows all transactions — how credits were earned or spent. Keep an eye on this to understand your credit usage patterns.
Filters
Focus on the credit activity you want to see:
| Filter | What It Does |
|---|---|
| Done By | Filter by the user who performed the credit transaction |
| Action | Filter by transaction type (e.g., Earned) |
| Date | Narrow to a specific date range |
Charts
Visualize your credit activity:
- Credits By Action (Pie Chart) — Distribution of credits by action type (e.g., Earned).
- Available Credits Over Time (Line Chart) — See how your credit balance has changed over the selected date range.
Data Table
Here's a detailed transaction history:
| Column | Description |
|---|---|
| Done By | User associated with the transaction |
| Date | Date of the transaction |
| Action | Type of transaction (e.g., Earned shown as a green badge) |
| Credits | Number of credits in the transaction |
| Closing Balance | Running credit balance after this transaction |
At the bottom of the table you'll see a Summary row showing: - Opening Balance — Credits at the start of the selected period - Available Credits — Your current credit balance
Export
Click Export to Excel to download the credits report as an .xlsx file.