Credit Balances Report

The Credit Balances Report shows the credit balances available across your organization, and for individual or multiple sites within your organization (if applicable). 

The data is on the credit level, which means if a member has multiple credits issued to them, that user could be listed multiple times. The Credit balance report shows the balance available on the credit level. The User-level credit balance report shows the amount of credit available to use on a member level. 

Navigation, Filtering & Sorting

To view this report, navigate to the Reporting icon and select Reports option under the Analytics header. Then, navigate to the left-sidebar, and select Credit Balances under the Financial section.

Credit balance report

In the chart, you are able to view the overall balance available on the credit level, based on the filters you choose at the top of the report.

You can filter the data by selecting options from the filters at the top of the report. Selecting options within these filters will change the data you’re seeing for this chart:

• Site Name
• Issued at (Site Timezone)
• Expiration Date
• Description

Any of the columns can be sorted by selecting the arrow in the column title, and choosing which sort option you would like to use.

User-level credit balance report

In the chart, you are able to view the credit balance available broken out on the member level using the toggles. This is based on the filters you choose at the top of the report.

You can filter the data by selecting options from the filters at the top of the report. Selecting options within these filters will change the data you’re seeing for this chart:

• Site Name
• User Full Name
• Issued at (Site Timezone)
• Expiration Date
• Description

Any of the columns can be sorted by selecting the arrow in the column title, and choosing which sort option you would like to use.

Exporting, Bookmarks, Sending, & Scheduling

The chart can be exported or filtered by hovering over the top right corner of the chart and selecting your desired options.

If you added any filters to customize this report to your needs, you can save that filtered report as a bookmark so that you are able to access it in the future. You can bookmark the report by clicking the bookmark dropdown in the bottom right of the report and selecting Save as new bookmark.

You can also save one of your Bookmarks as the default, so that bookmarked filtered report that will open when you navigate to that specific Analytics report.

Any report or dashboard from LeagueApps Analytics can be exported by selecting the three horizontal lines in the bottom left corner of the screen, and then selecting Schedule export or Send now. If you have filtered your report, click here for instructions to export it.

You can choose to schedule exports at specific days and times, and with specific conditions (e.g. only if new data has occurred). You can then choose email addresses—whether they’re part of your organization or not—to send it to, and the cadence you would like the export to occur at. Depending on the report or dashboard, you can export the data as CSV, Excel, or PDF. 

Schedule Sends of a Filtered Report

On any report, scroll to the three horizontal lines in the bottom left corner of the screen, and then select Schedule export.

Click Add Schedule.

Add your recipient email address, and update your subject and message as desired. You can choose to select the type of attachment that you want: Excel, PDF, or PNG. Then, scroll down to continue the setup. 

Select the frequency you want your scheduled export to run. 

Click Customize Control Values to set up your filters. Search the box next to Controls to see what filter options you have available. After you select the control choose which Value you would like to filter on. For example, this user has selected Site-Name “LeagueApps Soccer” and Registration Date “Last 2 Months”

Additionally, you can run queries as a recipient if they have different permission levels from you or send the files as a .zip file.

Click here to learn about the other reports available in LeagueApps Analytics.