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Credit Activity Report

Credit Activity Report

This report is identical in format and content to the Credit History report, with the difference that the Credit Activity reporting period is by credit event date, while the Credit History reporting period is by credit grant date.

The Credit History report is good for tracking the results (subsequent consumption or revocation) of a credit grant over time. The Credit Activity report is designed to enable you to monitor individual grants, consumptions, or revocations that occur in any particular reporting period.

This report is available on-demand as a Microsoft Excel-compatible CSV file.

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Create Credit Activity 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.

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Sample Credit Activity report

The following table describes the fields of the Credit Activity report. 

Field

Description

Merchant | Customer ID

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

Merchant | AutoBill

Invoice.towards which this credit activity is applied.

Merchant | Invoice

Invoice.towards which this credit activity is applied.

Merchant | Transaction

Transaction towards which this credit activity is applied.

Merchant | Affiliate ID

Merchant Affiliate ID associated with the AutoBill.

Merchant | Credit Amount

Amount of this credit activity.

Merchant | Currency

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

Merchant | Credit Reason

Reason for this credit activity.

Vindicia | Date Awarded

Date on which this credit activity was applied.

Merchant | Activity Type

Type of credit activity.

Merchant | Credit Balance

Balance after this credit activity.

Merchant | Report Start Date

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

Merchant | Report End Date

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

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