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How do I use the Complimentary Credits report?

Become an expert on the Complimentary Credits report!

Helen Kang avatar
Written by Helen Kang
Updated over a week ago

The Complimentary Credits report surfaces all complimentary credits added to customers' accounts by employees. The report doesn't include credits purchased for $0.

This report is useful for:

  • Viewing the issue dates of complimentary credits.

  • Viewing the expiration dates of complimentary credits.

  • View the name of the employee who issued the complimentary credits.

  • Viewing the number of credits issued, remaining, and used.

  • Viewing the reason why complimentary credits were issued, if available.

Pulling Up the Report

  1. Navigate to Reports from the left menu > Operations > Complimentary Credits > View.

  2. Specify the time frame from the date picker.

  3. Apply any additional filters.

    • Filter options:

      • Permission Locations: Where the complimentary credit can be used.

  4. Click Generate Report and, if necessary, Export the report.

Understanding the Report

The Complimentary Credit report includes:

  1. Transaction ID: Generated by the system when complimentary credits are added to a customer's account.

  2. Credit Type ID: The credit type ID generated by the system.

    • *Note: To locate a credit type's ID, navigate to the credit type and look for the ID in the address bar.

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  3. Credit Type: Name of the credit type.

  4. Credit Issued Date: The date when the complimentary credit was issued (UTC).

  5. Credit Expiration Date

  6. Broker ID: ID of the employee who processed the transaction.

    • All employees have two IDs: one for the employee account and one for their customer account. The ID displayed will always be pulled from their Customer ID.

  7. Broker Full Name: The full name of the employee who issued the account balance.

  8. Broker Email: The email of the employee who issued the account balance.

  9. Customer ID: Customer's ID generated by the system.

  10. Customer Full Name: Customer's full name.

  11. Customer Email: Customer's email.

  12. Credits Issued: The number of complimentary credits issued.

  13. Credits Remaining: The number of complimentary credit(s) left (Credits Issued - Credits Used).

  14. Credits Used: The number of credits used from the number given.

  15. Reason: The note added when credits were issued.

    • This field is optional when issuing credits. If no reason is given, this column will surface a blank.


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