Credit History Report

This report provides all credit history, such as granted credits, credit consumption and revocation of credits during a given period. The Credit History report is good for tracking the results (subsequent consumption or revocation) of a credit grant over time. The Credit History reporting period is by the credit grant date.

This report can be generated using Reports 1.0 or Reports 2.0 data engine.

To generate a one time report:

1. Enter the date range
2. Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
3. Select the Affiliate ID as relevant for the report. Select No Affiliate if not required.
4. For Reports 2.0, select the relevant Time Zone for data range selection and display. Data is available for the previous day at 13:00 UTC time.
   Note: A notification error message appears when attempting to run reports for which data is not yet available. The report can be submitted and includes data up to the available time.
5. For Reports 1.0, select the Display Columns you'd like to include in the report.
6. Click Submit.

   View the report in the My Reports page.

To schedule a recurring report:

1. Toggle Recurring toggle to Yes.
2. Select a date for the first reporting period.
   Note: Reports display data occurring starting from the defined date. For example, a monthly report starting on March 1st displays data for the month of March up to March 31st.
3. Select the report's Frequency. Choose between Weekly, Monthly or Quarterly.
4. Optional. Enter an Email address where you'd like to receive notifications when the report is available. A single email address can be entered.
5. Select the Affiliate ID as relevant for the report. Select No Affiliate if not required. The report is grouped by Affiliate, with a Summary for each grouping and a Grand Summary at the bottom of the report
6. For Reports 2.0, select the relevant Time Zone for data range selection and display.
7. Optional. If you want to receive the report uploaded to an SFTP Server, enable this option and provide the required details.

   When enabled, a scheduled report will be uploaded to the specified SFTP Server. The SFTP report follows the <report name>-<frequency>-<timestamp>.csv naming convention where:

   • <report name> is the name of the report
   • <frequency> is the defined frequency such as monthly, weekly, quarterly, daily or once
   • <timestamp> is the format YYYY-MM-DD"T"HH_MI_SS.TZ, where TZ is the timezone offset, for example, 2022-01-27T10_57_02.433174455Z.
   Note: An email notification is sent if there is an issue in generating or downloading the report on the specified SFTP Server.
8. For Reports 1.0, select the Display Columns you'd like to include in the report.
9. Click Submit.

   The report is submitted and will be generated according to the details provided. If you have provided an email or SFTP details, you will be notified when it is available for viewing.

10. View the report in the My Reports page.

Display Columns