Skip to main content

How to download a Credit Overview report

You can download the credit overview in the report section.

triSaaS Support avatar
Written by triSaaS Support
Updated over 4 months ago

What is a Credit Overview report

The Credit Overview report is a report where you can see the credit notes that have been raised and the corresponding details, such as status and value.


How to export a Credit Overview report

  1. Select Reports in the left-hand side bar.

  2. Within the Request tab, choose 'Credit Overview' report type.

  3. Select the start date and end date.

  4. Include header line, and select the credit not status to include in the report if desired.

  5. Head over to the Report tab to export the report.

  6. Click on the report to download the file.


☺️ Have any questions or need support? Reach out to us on our email. We're here to help!

Did this answer your question?