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
Navigate to Reports from the left menu > Operations > Complimentary Credits > View.
Specify the time frame from the date picker.
Apply any additional filters.
Filter options:
Permission Locations: Where the complimentary credit can be used.
Click Generate Report and, if necessary, Export the report.
Understanding the Report
The Complimentary Credit report includes:
Transaction ID: Generated by the system when complimentary credits are added to a customer's account.
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.
Credit Type: Name of the credit type.
Credit Issued Date: The date when the complimentary credit was issued (UTC).
Credit Expiration Date
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.
Broker Full Name: The full name of the employee who issued the account balance.
Broker Email: The email of the employee who issued the account balance.
Customer ID: Customer's ID generated by the system.
Customer Full Name: Customer's full name.
Customer Email: Customer's email.
Credits Issued: The number of complimentary credits issued.
Credits Remaining: The number of complimentary credit(s) left (Credits Issued - Credits Used).
Credits Used: The number of credits used from the number given.
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.