📈Credit Contract Reports

Reports are available in Avalon and B2B portal. two in the B2B portal concerning Credit Request Contracts.

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

Avalon

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

Avalon - Credit Contract Reports

  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.

    • Report includes the following details:

      • Client and Contract Details

      • Financial Information (Invoice, Receipt)

      • Credit Utilization

      • Contract Status

  1. 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.

  • Report includes the following details:

    • Client and Contract Information:

    • Financial Details (Contract Amount, Balance Amount)

    • Credit Disbursement and Utilization

  1. 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.

  • Report consists of the following details:

    • Request and Approval Details

    • Contract and Client Information

    • Credit Disbursement and Utilization

    • Redemption Details

  1. 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.

  • 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)

  1. 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.

  • Report includes the following details:

    • Customer Details

    • Organization and Contract Information

    • Credit Utilization Details

    • Payment Information

B2B Portal

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

B2B - Reports widget

  1. Credit Contract Listing Report

    B2B - Credit Contract Listing

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

    • Report includes:

      • Contract Information

      • Credit Details

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

  1. Credit Contract Utilisation Report

B2B - Credit Contract Utilisation

  • Provides detailed insights into credit allocation and usage at the contract and disbursement cycle levels.

  • Report includes:

    • 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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