Purpose
This report helps you identify customers who have received store credit and view detailed information about each credit transaction, including who made the change and any associated notes.
To learn more about creating customer reports, please view our Custom Reports Overview guide.
Report Setup
Base:
Customer Store Credit History
Fields to Include:
| Field Name | Description |
| First Name | Customer’s first name. |
| Last Name | Customer’s last name. |
| Store Credit Change | Amount added to or subtracted from store credit. |
| Notes | Additional context or comments about the store credit entry. |
| Changed by User | Username of the staff member who applied the credit. |
Filters (Optional for Dynamic Viewing)
| Filter | Use Case |
| Notes is note (press space once) | Filters out blank note entries, ensuring only annotated credit changes are shown. |
Tips
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Use the Notes field to provide reasons for each credit adjustment for future reference.
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Filter by Changed by User (add this if needed) to monitor staff activity.
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Regularly review this report to maintain transparency in store credit usage.