Overview
This report expands on the credit activity shown in an individual client’s Wallet by surfacing the same information across your entire business. For credit-heavy workflows such as packages, memberships, referrals, or manual adjustments, this report provides the visibility needed to trace activity and support reconciliation.
The report surfaces:
When credit was granted or redeemed
How the credit was created or used
The location tied to each individual event
The staff member and order number associated with the actionThe exact amount added or removed from the client's balance
The report does not calculate balances or track the flow of credits over time. Each row is an independent event and is not matched to earlier or future activity.
Default metrics
Metric | Explanation |
Date | The date the account credit was granted or redeemed. |
Client name | The name of the client associated with the credit activity. |
Action | Indicates whether credit was granted or redeemed. |
Action source | Shows how the credit activity occurred. This includes orders, memberships, packages, client merges, referrals, direct credit sales, and manual adjustments. |
Order number | The order number linked to the credit activity when applicable. |
Location name | The location where the credit was granted or redeemed. |
Transaction amount | The amount of credit added or removed. Grants appear as positive amounts and redeems appear as (negative amounts). |
Manual adjustment | Indicates whether the credit activity was performed manually. |
Staff name | The operator linked to this activity when applicable. |
Additional metrics
Metric | Explanation |
Client ID | The unique ID of the client tied to the credit activity. |
Refunded | Indicates whether the credit activity involved a refund. |
Source | Shows whether the activity took place through the Boulevard dashboard or the Pro app. |
Detail | Additional notes tied to credit activity if applicable. |