Note: This report is not available to Limited Agents.
This report list all credits granted to customers within a given period by currency.
If you have multiple currencies, each currency will be shown in a separate report. Choose a currency from the top field in the report.
You can also select a different date range to report on.
Important! When choosing a date range, keep in mind that the dates of the report contribute to the uniqueness check for the export process, and the Stax Bill system will not allow you to re-generate the same report with the same date range until after it has expired (30 days after creation). For this reason, if you are running a month-to-date report in the middle of a month, ensure that you choose today's date as your end date, so it can be run again at a future date before the original expires. For example, to run a monthly report today, November 4, choose November 4 as the end date of the report. Tomorrow, you can run the same report with the end date of November 5, and so on. If you use November 30 as your end date, you will not be able to run the same report again until after it expires.
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Click the Export button in the top right.
The Export CSV dialog appears.
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Select one of the following report options:
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Basic Customer Details to include only essential customer information
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Full Customer Details to include complete customer data
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Optionally, add a Reference code.
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Click Export.
When the report is ready, the download button appears. You can download it now or download it later from the jobs page. The system also sends an automated email to the report requester advising the report is ready for download. The report is downloaded to your default download location, often your local Downloads folder.
Note: If someone in your organization has already submitted a request for a report with identical parameters, a pop-up will appear, giving you the option to download or regenerate the existing report.