The Available Credits Analysis is a report that gives an overview of credit activity during the selected date range.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
Access Your Report: Navigate to Reports > Credits/Bookings > Available Credit Analysis.
Choose a custom date range or select a Preset Date Range. Select from the drop down based by Credit Type and check mark Email Report? to send the generated report to a specific email address. Click on Run Report to generate the online report.
Understanding Your Report: The first section shows the number and dollar value of credits that each user started with at the beginning of the report timeframe. In this section, you will see:
- Credit type: Count of unexpired, unused, unscheduled (for the future) credits (as of report Start Date for all 3 criteria) that were purchased before the report Start Date.
- Available Credits: The sum of dollar values for all individual available credits. Each individual credit value is obtained by getting the total invoice amount paid by the user divided by the number of credits purchased with that invoice. If a special credit rate is applied to a certain credit, that rate overrides the invoice amount / number of credits calculation and is used instead.
- Scheduled for Future: Count of credits that have been scheduled (as of the report Start Date) to occur after the Start Date. These are separate from (not included in) the available credits total above.
The report is grouped by class/session type, and can be filtered using the Session Types parameter to show only class or session credits. Under each class/session type grouping is the user detail that goes into each total. Each user can be drilled into as well in order to see information for the actual credits that are being considered for this report, including which group they are falling into under the Starting, Activity During Timeframe, and Remaining sections. Click on the plus sign to expand for the addition information.
The second section shows user credit activity that occurred during the report timeframe. In this section, you will see:
- Added: Count of credits that were purchased between the report Start Date and End Date
- Burned: Count of credits that had bookings during the selected timeframe. The bookings must be in statuses of Completed, No Show, and Canceled Outside of Policy Rules (Credit Lost).
- Expired: Count of credits that expired during the selected timeframe that were never used for a booking.
- Expired Value: The sum of dollar values for all individual expired credits. Each individual credit value is obtained by getting the total invoice amount paid by the user divided by the number of credits purchased with that invoice. If a special credit rate is applied to a certain credit, that rate overrides the invoice amount / number of credits calculation and is used instead.
- Not Yet Logged: Count of credits that had bookings during the selected timeframe, but have not yet had their statuses updated. Ideally, the statuses for these bookings should be updated so that they fall into Burned (if the user did in fact use the credit) or another category (if the user did not end up burning the credit, it could have Expired or it could still be Available).
The third section show the number and dollar value of credits that remains for each user at the end of the report timeframe. In this section, you will see:
- Available Credits: Count of unexpired, unused, unscheduled (for the future) credits as of the report End Date. This includes both Starting credits that are still Available, as well as Added credits that have not yet been used or scheduled.
- Available Credits Value: The sum of dollar values for all individual available credits. Each individual credit value is obtained by getting the total invoice amount paid by the user divided by the number of credits purchased with that invoice. If a special credit rate is applied to a certain credit, that rate overrides the invoice amount / number of credits calculation and is used instead.
- Scheduled for Future: Count of credits that have been scheduled (as of the report End Date) to occur after the Start Date. These are separate from (not included in) the available credits total above. This could include some of the same credits from the Starting Scheduled for Future section, if the booking date is for after the report End Date.
- Scheduled Value: The sum of dollar values for all individual scheduled credits. Each individual credit value is obtained by getting the total invoice amount paid by the user divided by the number of credits purchased with that invoice. If a special credit rate is applied to a certain credit, that rate overrides the invoice amount / number of credits calculation and is used instead.
The final section will include:
- Total Remaining: Sum of Remaining Available Credits + Remaining Scheduled for Future
- Total Remaining Value: The sum of dollar values for all individual Remaining Available and Remaining Scheduled for Future credits. Each individual credit value is obtained by getting the total invoice amount paid by the user divided by the number of credits purchased with that invoice. If a special credit rate is applied to a certain credit, that rate overrides the invoice amount / number of credits calculation and is used instead.
To export the data, click on the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports
- Reporting - Can Access Credits/Bookings: Available Credits Analysis