Using the Credits Issued Report

This report lists and totals account credits issued to your clients, filterable by date ranges for the current year and brand.

Accessing the Credits Issued Report

1. From the Ubersmith Dashboard, click Reports.
   
   The Reports & Stats page appears.
2. On the Reports & Stats page, click the Reports & Stats Panel arrows to toggle the panel on.
   
3. Click Credits Issued from the Client Manager Reports section.
   The Credits Issued Report appears.

Reading the Credits Issued Report

Once you access the Credits Issued Report, you will see several ways to view credits issued to your clients.

• The Total Credits Issued section lists credits broken down by the current daily, weekly, monthly, quarterly and yearly periods for company issued, payment received, and payment gateways credit categories. The Company Issued column represents account credits not representing actual money received from the client, such as refunds. The Payment Received and Payment Gateway columns represent account credits for actual payments received (check, cash, wire transfer, etc).
  
• The Total Credits Issued section displays a graph that shows you how many current credits you have by a specified time period. You can select the time period that displays, either daily, weekly, monthly, quarterly, or yearly. Once you select a certain period of time, you can display the graph in a bigger page and save it as a .png graphic file.
  
• The Types of Credit Issue section displays a chart that lists the dollar amounts granted for each type of credit issued, broken down by the current daily, weekly, monthly, quarterly, and yearly periods.
  

Viewing Brand-Specific Credits

1. Access the Credits Issued Report.
2. Select your desired brand from the Brand section.
   
   The Credits Issued Report for the selected brand appears.

Viewing Credits for Specific Dates

1. Access the Credits Issued Report.
2. In the View From field, enter the beginning date of the date range you need.
3. In the To field, enter the ending date of the date range you need.
4. Click the arrow icon. The report with credits issued within your specified date range appears.
   

Viewing Details About Credits

1. Access the Credits Issued Report.
2. In the Total Credits Issued section, click a credit link for the desired period.
   
   The Company Issued Credits page for that period displays.
3. Click on the Client ID link to display the Account Credits page, where you can view credit details, add a note, edit, apply or deactivate a credit.
   
4. Click on the details link to display the specific read-only Account Credit Details page for your client.