Credit Balance Report

The Credit Balance Report allows Credits plan users to view all adjustments to your balance of credits. 

View Credit Balance Report

  1. Click the name on the upper right 
  2. Select Reports 
  3. Choose the Credit Balance Report

Sort Credit Balance Report

You can sort by date, user, type of credit, and the number of credits. The default sort option is by date.
  1. Clicking the header of each column 

Filter Credit Balance Report

You can filter the report by type, date, and user. You can use multiple filters at once.
  • Types: Voice Broadcast, Text Broadcast, MMS Text Broadcast, MMS Conversation, Autoreply, Conversation, Manual Entry, Free Trial, Purchase, and Refund.
  • Date: Choose between a time period or custom dates.
  • User: Choose one or more Users. 
  1. Click the filter or calendar icons to make your selections and filter your results. 

Export Credit Balance Report

You can export the Credit Balance Report to a CSV spreadsheet.

  1. Click the down arrow icon on the report page

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