Credit Reports

To run a Credit Report, go to your Reports tab and select Credit in the slide-out menu. From here you will be able to see all credits and filter out specific dates, amounts, etc. 

Select one or multiple groups, then +New Report in the upper right corner. Check through the details you'd like to include on the report, then Excel Export.

Note: If you'd like to see credit activity for an individual Customer, you can run a credit report directly on the Customer profile under the Credit tab.