1. Go to Reports > Credits > Credit Transactions.
2. Enter the date range you wish to report on [From Date and To Date]. Dates should be MM/DD/YYYY in North America and DD/MM/YYYY in Australia.
2. Click Generate Report.
3. Click Export as CSV to download your report.
Below are the columns that are in the Credit Transactions report.
|Date||The date that the credit transaction took place.|
The number assigned to the customer in the admin panel.
|Name||The combined first & last name attached to the customer's account.|
|The email address attached to the customer's account.|
If the transaction was created by an order, then the Order Number will populate here.
*Manual transactions through the Manage Credits section within a customer account will not include an Order Number.
|Notes||Any notes that were added by an admin user when creating a manual credit transaction under the Manage Credits section within a customer account.|
|Amount||The dollar amount for the credit transaction, either positive or negative.|