The Credit Forecast Report helps you monitor upcoming credit usage from scheduled messages. It provides an overview of the credits expected to be consumed, allowing you to anticipate credit needs and plan ahead to ensure sufficient credits are available for upcoming campaigns.
How to Access the Credit Forecast Report
Follow these steps to access the report:
From the left-side navigation menu, click Reports.
Select the Credits tab at the top of the page.
Locate the Credit Forecast section.
Click View Report to open the report.
Understanding the Credit Forecast Report
The report provides an overview of scheduled credit usage, including the following sections:
Filters
You can use the available filters to narrow down the information displayed in the report:
Credit Type: Filter the report by credit category. You can select a specific credit type or choose All to view every available category.
Contact Sent To: Search for scheduled messages sent to a specific contact.
Filter by Body Message: Search for scheduled messages using the message content.
Credit Usage Summary
This section provides a summary of the scheduled credit consumption.
Credit Type: Displays the type of credits scheduled for use.
Qty: Shows the quantity of scheduled items associated with the credit type.
Usage: Displays the total number of credits expected to be consumed.
Credit Usage Chart
The chart provides a visual breakdown of the projected credit usage by credit type. This makes it easier to identify which credit categories account for the scheduled consumption.
Credit Usage Report
The detailed report lists individual scheduled messages and their corresponding credit usage.
The report includes the following columns:
Scheduled: Displays the date the message is scheduled to be sent.
Credit Type: Identifies the type of credits that will be used.
To: Shows the contact who will receive the message.
Body: Displays the scheduled message content.
Credit Usage: Shows the number of credits expected to be consumed by the message.
You can also click Export to Excel to download the report for further review and recordkeeping.
Making the Most of the Credit Forecast Report
Regularly reviewing your Credit Forecast Report can help you:
Monitor upcoming credit consumption from scheduled messages.
Identify which credit types are expected to have the highest usage.
Review scheduled messages and their corresponding credit requirements.
Plan credit purchases or top-ups ahead of time to help prevent interruptions to scheduled messaging activities.