Credit Contract Reports
Reports are available in Avalon and the B2B portal. Two are in the B2B portal concerning Credit Request Contracts.
In addition to those reports, a new field, 'CreditsUtilised' is added to the existing Financial Transaction Report (206). This field shows the amount of credits utilized—a consolidated amount by invoice.
Avalon
The reports can be accessed by logging into Avalon and navigating to Analytics - Data Extracts.
Contract Summary Report
R1 - Contract Summary Report (1534)
This is a contract tracking report
Provides a comprehensive overview of client contracts, including key financial and status details.
Report includes the following details:
Client and Contract Details
Financial Information (Invoice, Receipt)
Credit Utilization
Contract Status
Contract Details Report
R2 - Contract Details Report (1535)
This is a contract tracking report at a detailed level
Provides detailed contract information, including financial data and credit utilization.
Report includes the following details:
Client and Contract Information:
Financial Details (Contract Amount, Balance Amount)
Credit Disbursement and Utilization
Credit Balance Report
R3 - Credit Balance Report (1536)
This report lists credits approved, issued, redeemed, expired, and balance credits breakdown.
It provides a detailed overview of credit requests, approvals, disbursements, and utilization, along with contract and customer information. It also includes a view of each client and contract's available, utilized, and expired credit balances.
Report consists of the following details:
Request and Approval Details
Contract and Client Information
Credit Disbursement and Utilization
Redemption Details
Unclaimed/Expired Credit Report
R4 - Unclaimed/Expired Credit Report (1537)
This report lists credits that could be purchased but not disbursed, disbursed but not claimed, or expired.
Provides a detailed overview of credit requests, approvals, disbursements, and expiration details, highlighting unclaimed or expired credits and expiration trends.
Report contains the following details:
Request and Approval Details
Contract Information
Disbursement and Credit Details
Credit Utilization and Expiry
Monthly Expiration Details (Expiring Apr to Expiring Mar, Expiring After FY)
Credits Utilised Report
R5 - Credits Utilised report (1538)
Lists credits utilized by client employees - breakdown report
Provides detailed information on credit usage by the organization's employees, linked to their associated contracts and payment methods.
Report includes the following details:
Customer Details
Organization and Contract Information
Credit Utilization Details
Payment Information