This article covers the Credit Transactions Report. This report pulls a list of credit usage in your Fisikal club with fields detailing the user that the credits are associated with and details of what the credits have been used for. This logs both credits that are spent on sessions as well as credits that are assigned by packages. It also tracks credit and package refunds.
Generating the Report
To generate a report, Users should go to the REPORTS section and select the "+" button. The GENERATE REPORT form will display as shown below:
You have a few formats that you can select, but we recommend using the default .csv as it will generate a lightweight file that can be opened and manipulated with Excel. You may wish to use a .json file if you are bringing the data into a software that can parse it.
When generating a Credit Transactions Report you must select a date range in which to view transactions. You can also choose to view all clients, active clients, or a specific list of clients.
Larger reports with more data may take some time to generate as this information is retrieve from the Fisikal system. In these cases, the report will show with two rotating arrows until it is ready. Once full generated, the report will be displayed with a downwards facing arrow and a blue download link as seen in the below screenshot.
The Credit Transactions Report contains one row for each Fisikal credit transaction with the below fields:
Date of transaction
Full name of the client whose credits are being transacted
Transaction group type - this can be billing/refunding of individual sessions, or assignment/refunding/expiration of packages.
The type of credit spent - either package or pay-as-you-go (PAYG).
Name of the package that credits are originating from (if not a PAYG)
Name of the service that credits are being used for (or refunded from)
Number of Credits
Credits involved in the transaction
Whether the assigned package has a mix of credits.
Type of transaction.
Client Service Package ID - a single unique identifier for a client service package
User who created the transaction