Credit Charge Report
The Credit Charge report displays details of credit addition transactions recorded against clients over a specified time period, with a breakdown of the credit type charged, its start date, expiry date, branch, and amount for each transaction. This report is used to track the charging activity of different credit types such as loyalty points, sessions, and subscriptions, and to monitor credits that are approaching their expiry date.
Steps to View the Report
- From the main menu, click on “Reports“.
- Click on “Points & Credits Reports“.
- From the page, select “Credit Charge“.
- You can apply a number of filters before viewing the report:
- Client: Select one or more clients to view their credit charge transactions 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 charge transactions.
- Branch: Select one or more branches to view charge 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, Yearly, Monthly, Weekly, Daily, Client, 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 charge transaction within its group.
- The report displays a chart at the top of the page illustrating the distribution of charge amounts 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
The table displays credit charge transactions grouped according to the option selected in “Group By.” When the Details view is selected, each individual charge transaction appears within its group. The columns are as follows:
- ID: The unique identifier for the credit charge transaction in the system.
- Start Date: The date the charged credit becomes valid and available for use.
- Expiry Date: The date the charged credit expires. This field is empty if no expiry date has been set for the credit.
- Branch: The branch where the credit charge transaction was recorded.
- Amount: The value of the credit charged in this transaction.
A subtotal row appears at the end of each group, summing the total credits charged for that group over the specified period.