The Credit Report is a tool that allows you to monitor the usage and expiration of user credits.
Through the available reports, you can:
- check when users’ credits expire
- analyze the history of credit usage
- quickly access the profile of individual customers to check their updated situation
🔸 Where can I find the Credit Reports?
You can access the Credit Reports in two ways:
- from the main menu (at the top)
- from the home page, in the dedicated report section (right area)
| CREDIT EXPIRATION REPORT
The Credit Expiration Report allows you to see which credits are expiring within a specific period, helping you monitor and proactively manage user credit expirations.
🔸 How to use the Credit Expiration Report?
- Access the Report section
- Select Credit Expiration Report
- Set the reference period:
- From: start date
- To: end date
- Click Download
🔸 What does the downloaded file contain?
The system will generate an Excel file including:
- the list of users with credits expiring in the selected period
- the number of available credits
- the expiration date
- a column with a clickable cloud icon
🔸 What is the cloud icon column for?
By clicking the cloud icon:
- you will be redirected directly to the customer’s profile in their wallet
- you can view the updated situation of credit usage in real time
| USER CREDIT USAGE REPORT
🔸 AWhat is the User Credit Usage Report for?
The User Credit Usage Report allows you to analyze all credit usages over time, offering a detailed historical view of consumption.
🔸 How to use the User Credit Usage Report?
- Access the Report section
- Select User Credit Usage Report
- Set the reference period
- Click Download
🔸 What can I see in this report?
- view all past and future credit usage
- analyze when, for which activities, and by whom credits were used
- have a complete overview of consumption history
🔸 What is the difference between the two reports?
- Credit Expiration Report: focuses on future expiration of credits available per user
- User Credit Usage Report: focuses on past and future credit usage
Why combine the two reports? (Marketing tip)
Using both the Credit Expiration Report and the User Credit Usage Report allows you to turn data into targeted marketing actions.
By cross-referencing information you can:
- Identify users with expiring but unused credits
→ ideal for reminder campaigns, incentive emails, or dedicated promotions to stimulate usage before expiration - Recognize highly active users with few remaining credits
→ opportunity to offer upgrades, additional packages, or early renewals - Segment customers based on behavior
→ active users, inactive users, at-risk users, high-potential users - Personalize communication
→ different messages based on usage history and proximity to expiration, increasing conversion rate
👉 Practical example
- From the Credit Expiration Report, identify users with credits expiring in the next 30 days
- From the User Credit Usage Report, check who has low or no usage
- Result: create a targeted campaign “Use your credits before they expire,” highly relevant with higher engagement probability