Account Credit Activity Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Account Credit Activity Report	https://dashboard.boulevard.io/reports/account_credit_activity

Overview

The Account Credit Activity report helps you see a full log of every account credit issued and redeemed across your business. It shows one row per credit event — including who was involved, why the credit moved, and any related order — so you can track a specific transaction or reconcile credit activity in detail.

Use this report to trace credit activity back to its source for audits and dispute resolution, monitor manual adjustments for compliance, and investigate a specific client's credit history across locations. It's especially useful for support and customer service resolution, since you can filter by client, staff, or location to answer exactly when a credit was applied and what action created it.

Note: Each row here is a single credit event, not a running balance — this report shows what happened and when, not a client's current wallet balance; grants appear as positive Transaction Amounts and redemptions as negative. Order Number also only populates for order-driven events like a redemption at checkout or a refund to credit — manual adjustments have no order reference. See the Report Caveats section below for how Activity Type and Activity Reason answer different questions and should be used together.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Audit and compliance	Trace credit activity back to its source, staff member, and related order to support audits and dispute resolution.	Who issued this credit? Was it a manual adjustment or system-generated?
Manual adjustment monitoring	Identify and monitor manually applied credits to reduce risk of misuse or operational errors.	How many credits were added manually last week? Which staff members are issuing manual credits most often?
Refund and reversal tracking	Understand how refunds impact account credits and identify refunded credit activity.	Which credit transactions were tied to refunds? How much credit was refunded in a given period?
Client account investigation	Investigate client-level credit history across all locations and sources.	Why does this client’s wallet show a credit change? What actions affected their balance?
Operational visibility across channels	Compare credit activity performed through different platforms to understand workflow patterns.	How much credit activity occurred via the Dashboard vs the Pro app?
Support and customer service resolution	Provide support teams with full visibility into credit events when responding to client inquiries.	When was this credit applied? What action created it and at which location?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Financials reporting > Liability activity
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, there must be at least one closed transaction with account credit activity (issued or redeemed).

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Location Name	Name of the business location where the account credit activity occurred.	McKinney TX	Yes
Activity Date	The calendar date on which the account credit was granted or redeemed.	2026-03-09	Yes
Activity ID (hidden in table, visible in exports)	Unique identifier for the account credit transaction event in which credit was granted or redeemed.	5d315332-8b9b-4dc4-9b9a-6e2d853eac3e	No

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
Client Name	Full name of the client associated with the credit activity.	Tara Johnson	Yes
Activity Type	Indicates whether the account credit was granted or redeemed.	Granted	Yes
Activity Reason	Describes the source associated with the activity. One of: Order, Membership, Package, Client Merge, Referral, Direct Credit, Order, Manual Adjustment, Refund.	Manual	Yes
Order Number	Human-readable order number associated with the credit activity, if applicable.	3264792	Yes
Transaction Amount	Amount of credit added to or removed from the client’s account balance. Grants appear as positive values and redemptions appear as negative values. Units: dollars.	$58.75	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Location Name	Name of the business location where the account credit activity occurred.	McKinney TX	Yes
Activity Date	The calendar date on which the account credit was granted or redeemed.	2026-03-09	Yes
Activity ID	Unique identifier for the account credit transaction event in which credit was granted or redeemed.	5d315332-8b9b-4dc4-9b9a-6e2d853eac3e	No
Client Name	Full name of the client associated with the credit activity.	Tara Johnson	Yes
Activity Type	Indicates whether the account credit was granted or redeemed.	Granted	Yes
Activity Reason	Describes the source associated with the activity. One of: Order, Membership, Package, Client Merge, Referral, Direct Credit, Order, Manual Adjustment, Refund.	Manual	Yes
Order Number	Human-readable order number associated with the credit activity, if applicable.	3264792	Yes
Transaction Amount	Amount of credit added to or removed from the client’s account balance. Grants appear as positive values and redemptions appear as negative values. Units: dollars.	$58.75	No
Location Group	Logical grouping of business locations used for reporting rollups and segmentation.	West Coast	Yes
Operator Role Name	Name of the role held by the staff member associated with the credit activity, if applicable.	Aesthetician	Yes
Platform Source	Indicates where the credit activity was performed. One of: Dashboard, Online or Pro App.	Dashboard	Yes
Location ID	Unique identifier for the business location associated with the account credit activity.	180ed584-9e0a-42fa-953d-f031b652ea03	No
Location External ID	Unique identifier for the business location from an external system, if applicable.	loc212-zyx	No
Client ID	Unique identifier for the client associated with the account credit activity.	d021b989-c7d2-4fe1-baf4-03f854983c76	No
Client External ID	Unique identifier for the client from an external system, if applicable.	168740645	No
Client First Name	The client’s given name.	Tara	No
Client Last Name	The client’s family name or surname.	Johnson	No
Client Email Address	The client’s primary email address on file.	email@email.com	No
Client Mobile Number	The client’s primary mobile phone number on file.	2125551246	Yes
Order ID	Unique identifier for the order associated with the credit activity, if applicable.	d021b989-c7d2-4fe1-baf4-03f854983c76	Yes
Operator ID	Unique identifier for the staff member associated with the credit activity, if applicable.	1558a934-0be0-4253-8ba7-21d8638c7a0a	Yes
Operator Name	Full name of the staff member associated with the credit activity, if applicable.	Alana Porter	Yes
Detail	Additional contextual information associated with the credit activity, if available.	Voucher adjustment	No
Is Manual Adjustment	Flag indicating whether the account credit activity was performed manually (true = manual adjustment).	TRUE	Yes
Is Refunded	Flag indicating whether the account credit activity involved a refund (true = refunded).	FALSE	Yes
Location Tags	Tags associated with the business location, if available.	Southwest	Yes
Order tag	Order tag associated with the order, if applicable.	Membership	Yes
Appointment tag	Appointment tag associated with the service, if applicable.	Member Client	Yes
Client tag	Client tag associated with the purchasing client, if applicable.	Member	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Each row is one credit event, not a balance	The report is a log of individual account credit movements. It shows what happened and when; it does not display a client's running or current wallet balance.
Additions are positive, deductions are negative	Credit Amount carries direction: credits added show positive, credits redeemed or removed show negative. Summing Credit Amount for a client over all time approximates their net credit position, but the wallet is the source of truth for current balance.
Activity Type and Source answer different questions	Activity Type says what happened (added, redeemed, refunded). Source says where it came from (manual adjustment, order, refund, migration). Use them together: a manual add and a refund-generated add are both additions with different sources.
Order links only exist for order-driven events	Order number populates when the credit event ties to an order, such as a redemption at checkout or a refund to credit. Manual adjustments have no order reference.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Audit and compliance	Trace credit activity back to its source, staff member, and related order to support audits and dispute resolution.	Use default configuration. Filters: Client name = the client (or Order number = the order); widen Activity date to cover the event. Staff name, Source, and Activity Type on each row answer who and how.
Manual adjustment monitoring	Identify and monitor manually applied credits to reduce risk of misuse or operational errors.	Use default configuration. Filters: Source = manual adjustment; Activity date = last week. Sort by: Credit Amount descending; scan Staff name for concentration. (For per-staff totals, group by Staff name, or export and pivot.)
Refund and reversal tracking	Understand how refunds impact account credits and identify refunded credit activity.	Use default configuration. Filters: Source = refund (or Activity Type = refunded); set Activity date to the period. Summed Credit Amount on these rows is the refund-driven credit movement.
Client account investigation	Investigate client-level credit history across all locations and sources.	Use default configuration. Filters: Client name = the client; widen Activity date to all time. Sort by: Activity date ascending to read the wallet history chronologically.
Operational visibility across channels	Compare credit activity performed through different platforms to understand workflow patterns.	Use default configuration. Filters: set Activity date to the period; Platform = Dashboard, then rerun with Platform = Pro app to compare. (If Platform is groupable in the builder, group by Platform with Credit Amount instead.)
Support and customer service resolution	Provide support teams with full visibility into credit events when responding to client inquiries.	Use default configuration. Filters: Client name = the client; set Activity date around the inquiry window. Activity date, Activity Type, Source, Location name, and Staff name on the row answer the inquiry directly.

Account Credit Activity Report