Whether you're seeking detailed reports for reconciliation or simply need to monitor your credit and debit transactions, our user-friendly Transaction Analysis tool is designed to simplify your access to campaign send transactions, commonly referred to as credits. The user-friendly features and convenient date range option, allow you to easily select your preferred time frame and dive into your campaign transactions within that period. Plus, you can tailor your viewing experience by choosing specific formats as well as a few other filtering options. Ready to dive in?

Navigating the Transaction Analysis Reporting Feature

To access the Transaction Analysis feature, click “Billing & Transactions”, in the drop down menu under your username, and then “Transaction Analysis”, on the left hand side.

Select the date range, then click “Search”. The transactions for all Product Formats during that time frame will populate with counts for:

  • Starting Balance

  • Credits Added

  • Credits Used/Transferred

  • Ending Balance

Clicking on “View All” will provide an aggregate for all formats during that time period.

If a Product Format has activity within the selected time frame it will be blue. When clicked on, you will see additional activity data.

In this example, we’ll select “Letter Standard” to view the additional activity data available for that format.

All of the transaction entries that took place within the date range will be listed. Depending on your usage, there could be multiple pages. To download the report in .CSV format, click on the download icon, in the top left, under “Back to Summary”.

Within this view, you can filter the data further by selecting any of the options from the three drop down menus in the blue header area at the top. 

First is Operations. This filter allows you to view either Credit transactions and Debit transactions.

Next is Type. Here you’re able to select between Campaign Drop, Refund or Transfer.

Last is Source, where you’ll select either Postalytics (for credit transfers) or one of the campaigns listed in the drop down menu.

At any point, these views can be downloaded using the download feature. Offline, you'll be able to share with your colleagues or use the reports for ad hoc analytics.