Credits Report

Introduction

The Credits report offers comprehensive data on all Coins issued to a specific member/company. The data is organized alphabetically by default and includes both members and companies.

Note: A member cannot purchase a service from the member portal using the coins available in their account/granted to their company. Only an admin can update a fee to use coins to pay for it.

What data can I get in the report

Here is a list of all the columns in the report (beside Name and Status) and the kind of information contained in each:

1. "Once" Granted - this is the number of credits that are non-recurring and have been granted once. "Once" credits have a start valid date and are valid until they have all been spent, as they do not have an end date.
   
   
2. "Once" Used - this is the number of non-recurring credits that have been used for the chosen period. 
   
   
3. "Once" Opening Balance - this is the number of previously issued/non-recurring credits that the company/member has at the start of the month.
   
   Please note that if you are looking at the current month and the credits have been issued at the beginning of that month, they will not be counted toward the opening balance.
   
   Example: You are looking at the Credits report for June and a batch of "Once" credits have been issued for a company with a start validity date of the 1st of June. These credits will not appear in the opening balance section. If, however, the credits were issued on the 31st of May, i.e the previous month, then they will appear.
   
   
4. "Once" Closing Balance - this is the number of remaining non-recurring credits for the specific company/member after taking into account all of the credits that have been spent on bookings. 
   
   
5. "Monthly" Granted - the total number of recurring credits that have been granted for the selected period. Monthly granted credits have a start validity date of the 1st of the month, so unlike the "Once" opening balance, credits starting from the beginning of the month are taken into account.
   
   
6. "Monthly" Used - the total number of recurring credits that have been used for bookings by the company/member for the selected period.
   
   
7. "Monthly" Unused - the total number of recurring credits that have not been used by the company/member.
   
   Example: If a company had 10 monthly coins issued in May and they did not spend them, they will be transferred to June and the company will have a total of 20 coins at the beginning of the month.
   
   
8. Total Granted - the total number of credits, both "Once"/non-recurring and "Monthly"/recurring, granted to the company/member for the selected period.
   
   
9. Total Used - the total number of credits, both "Once"/non-recurring and "Monthly"/recurring, that have been used by the company/member for bookings in a select period.

Filtering Data

You can sort the data in ascending or descending order by clicking on any column.

You can also use the Search function in order to search for a specific member or company.

There's also a Date filter that will allow you to check credits for a specific time frame. If you pick a period that is greater than a month, the credits in each column will be summed according to the values in the included months.

Example: If 300 credits have been issued in February and 100 credits were issued in March, the total number of issued credits for the February - March period will be 400.

Exporting Data

There is also an option to Export the report. This can be done by clicking the Export button in the top-right corner of the page.