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Credit History Report

Credit History Report

This report lists all currency credits activity, such as awards, consumption and revocation of credits during a given period. You can run this report on-demand (in HTML format or downloaded as a Microsoft Excel compatible CSV file) or schedule weekly, monthly or quarterly reports (available only as downloaded as a Microsoft Excel compatible CSV file).

Create Credit History Report

To run this report, go to Reports > Run Report and click the report name. Enter From and To dates, click CSV or HTML, and enter an email address if you want to be notified when the report is ready. Check Display Columns you want in the report, and Click Submit.

To schedule this report, go to Reports > Create Report Schedule and click the report name. Select either weekly/monthly/quarterly and enter a Begin the first report period date. Enter an email address if you want to be notified when the report is ready. Check Display Columns you want in the report, and Click Submit.

The following table describes the fields of the Summary Report.

Field

Description

Customer ID

Merchant Customer ID of the customer to whom this credit activity refers.

AutoBill

AutoBill towards which this credit activity is applied.

Invoice

Invoice.towards which this credit activity is applied.

Transaction

Transaction towards which this credit activity is applied.

Affiliate ID

Merchant Affiliate ID associated with the AutoBill.

Credit Amount

Amount of this credit activity.

Currency

Three letter ISO code for the currency used in this credit activity.

Credit Reason

Reason for this credit activity.

Date Awarded

Date on which this credit activity was applied.

Activity Type

Type of credit activity.

Credit Balance

Balance after this credit activity.

Report Start Date

Start date of this report. Credit activities since this date are included in the report.

Report End Date

End date of this report. Credit activities up to this date are included in the report.

 

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