Credit Summary

This page documents an older/sunset version of our reporting tools - for documentation on the latest version click here.

The Credit Summary report allows you to view the start and current credit balance of all customers who have credits on file.

Running The Report: Learn where to find the report and how to run it. Learn More >

Credit Summary CSV: Learn what columns are included in the Credit Summary report. Learn More >

Manage Customer Credits: Learn how to review the credit balance that a customer has on file and how to manually add or subtract funds. Learn More >

Running The Report

1. Go to Reports > Credits > Credit Summary.

2. Click Generate Report.

3. Click Export as CSV to download your report.

Below are the columns that are in the Credit Summary report.

Customer Number	The number assigned to the customer in the admin panel.
First Name	The first name attached to the customer's account.
Last Name	The last name attached to the customer's account.
Email	The email address attached to the customer's account.
Initial	The initial credit balance the was started for the customer.
Balance	The remaining balance that the customer has on file.