Credit Usage Report

The Credit usage report displays details of credit consumption transactions recorded against clients over a specified time period, with a breakdown of the credit type consumed, the responsible employee, branch, and amount for each transaction. This report is used to track the consumption activity of different credit types such as loyalty points, sessions, and subscriptions, and to review employee performance in recording these consumptions over any given time period.

Steps to View the Report

• From the main menu, click on “Reports“.
• Click on “Points & Credits Reports“.
• From the page, select “Credit Usage“.
• You can apply a number of filters before viewing the report:
  • Client: Select one or more clients to view their consumption only. You can search by name, email, or phone number. If no client is selected, the system will display the report for all clients.
  • Credit Type: Filter results to display a specific credit type only. The available types depend on what has been configured in the account. If no type is selected, the system will display all types.
  • Date From / To: Specify the time period for which you want to view consumption transactions.
  • Added By: Select one or more employees to view only the consumption transactions they recorded. You can search by name, code, email, department, branch, or country. If no employee is selected, the system will display the report for all employees.
  • Branch: Select one or more branches to view consumption transactions recorded at those branches only. If no branch is selected, the system will display the report for all branches.
  • Group By: Choose how to group the report data. Available options are: Credit Type, Client, Monthly, Daily, Yearly, Weekly, Branch.
• Once you have adjusted the filters, click “View Report” to refresh the results, or click “Clear Filter” to return to the default settings.
• You can switch between the “Summary” view to show totals per group only, or the “Details” view to show each individual consumption transaction within its group.
• The report displays a chart at the top of the page illustrating the distribution of consumption according to the selected grouping option.
• You can print the report using “Print” or export it using “Export” to: CSV, Excel, PDF, PDF without chart.

Report Columns