How can I pull a Credit Report?

The Credits Earned Report will show you credits earned by specific users based on the parameters set within the report.

  1. Navigate to Reports > User Reports > User Credits Earned.
  2. Enter the name of the user you would like to pull a credit report for. The User Name field will start to populate with name suggestions once you have typed a minimum of three characters into the field.
  3. Next, enter the name of the product you would like to view credit information for. If you don’t select a specific product, the report will populate with any products that the user has earned credits for.
  4. Adjust the date range for the report as needed. 
  5. Fields in the report can be removed and added by clicking on the “Fields to Display” drop-down.

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