📈Credit Contract Reports

Avalon & B2B

A. There are five reports in Avalon and two in the B2B portal concerning Credit Request Contracts. In addition to those reports,

B. A new field, 'CreditsUtilised', is added to the existing Financial Transaction Report (206—admin). This field shows the amount of credits utilized—a consolidated amount by invoice.

Avalon - Five Reports

  • The reports can be accessed by logging into Avalon and navigating to Analytics - Data Extracts.

  1. R1 - Contract Summary Report (1534)

    • This is a contract tracking report

    • Provides a comprehensive overview of client contracts, including key financial and status details. The report includes the following details:

      • Client and Contract Details

      • Financial Information (Invoice, Receipt)

      • Credit Utilization

      • Contract Status

  2. R2 - Contract Details Report (1535)

    • This is a contract tracking report at a detailed level

    • Provides detailed contract information, including financial data and credit utilization. The report includes the following details:

      • Client and Contract Information:

      • Financial Details (Contract Amount, Balance Amount)

      • Credit Disbursement and Utilization:

  3. R3 - Credit Balance report (1536)

    • This report lists credits approved, issued, redeemed, expired, and balance credits breakdown.

    • It provides a detailed overview of credit requests, approvals, disbursements, and utilization, along with contract and customer information. It also includes a view of each client and contract's available, utilized, and expired credit balances. The report consists of the following details:

      • Request and Approval Details

      • Contract and Client Information

      • Credit Disbursement and Utilization

      • Redemption Details

  4. R4 - Unclaimed/Expired Credit Report (1537)

    • This report lists credits that could be purchased but not disbursed, disbursed but not claimed, or expired.

    • Provides a detailed overview of credit requests, approvals, disbursements, and expiration details, highlighting unclaimed or expired credits and expiration trends. The report contains the following details:

      • Request and Approval Details

      • Contract Information

      • Disbursement and Credit Details

      • Credit Utilization and Expiry

      • Monthly Expiration Details (Expiring Apr to Expiring Mar, Expiring After FY)

  5. R5 - Credits Utilised report (1538)

    • Lists credits utilized by client employees - breakdown report

    • Provides detailed information on credit usage by the organization's employees, linked to their associated contracts and payment methods. The report includes the following details:

      • Customer Details

      • Organization and Contract Information

      • Credit Utilization Details

      • Payment Information

B2B Portal - Two Reports

  • The reports can be accessed by logging into the B2B Portal and navigating to the Reports widgets.

  1. Credit Contract Listing Report

    • Provides an overview or summary of all contracts, highlighting key details related to credit purchases, allocations, and utilizations. The information included is:

      • Contract Information

      • Credit Details

    • It is accessible exclusively to the organization's HR through their login and displays data specific to their organization.

  2. Credit Contract Utilisation Report

    • Provides detailed insights into credit allocation and usage at the contract and disbursement cycle levels. The information included is:

      • Contract Details

      • Credit Information

      • Disbursement Cycle Details

      • Employee Allocation

    • Enables organizations to track credit distribution, utilization, and balances across contracts, disbursement cycles, and employees, ensuring transparency and efficient credit allocation management.

    • It is accessible exclusively to the organization's HR through their login and displays data specific to their organization.

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