How To: Run a Credit Report

How To: Run a Credit Report

The Credit Report allows you to view the number of credits used within a given time range, as well as what types of messages those credits were used on.

  1. Click Reports   in the top menu bar.

  2. Choose Credits  as your report type

  3. Specify the Date Range for the report.



  4. If you see the option for Select Accounts, choose which account you want to run the report for or leave it set to all to run reports on all your accounts.  If you do not see this option, proceed to Step 5. This option only displays for users with access to multiple accounts.

    Example All accounts:


    Example only one account:
     


  5. Click on the link Select Message Types. By default, all message types are selected.



  6. Click-on Generate Report  to finish creating the report and view the results.  


  7.  After the report is generated, scroll down on the Reports page to view the statistical results. Once the results are generated, you can export them as a .csv Excel file  or choose to print them .

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