Credits Transaction Report

The Credits Transaction Report provides users with a history of changes in balance.

Filtering the Credits Transaction Report

Use the filters to refine your search criteria. Click the Submit button to view the results, or click Clear Filters to reset and start over.

Entity Tabs

These are tabs that give users the ability to view credits transactions from the chosen entity type.

Head Office	Master Agent	Agent
View Credits By: System Transactions Head Office Transactions	View Credits By: Head Office Transactions Master Agent Transactions	View Credits By: Master Agent Transactions Players’ Transactions
Available to: System users Head Office users	Available to: System users Head Office users Master Agent users	Available to all users.
Report will show transactions made by the Head Office.	Report will show transactions made by the Master Agent.	Report will show transactions made by the Agent.

Head Office

Master Agent

Agent

View Credits By:

System Transactions
Head Office Transactions

View Credits By:

Head Office Transactions
Master Agent Transactions

View Credits By:

Master Agent Transactions
Players’ Transactions

Available to:

System users
Head Office users

Available to:

System users
Head Office users
Master Agent users

Available to all users.

Report will show transactions made by the Head Office.

Report will show transactions made by the Master Agent.

Report will show transactions made by the Agent.

Filter	Description
Range	The date and time range can be specified using the provided parameters. Users can search data up to 180 days old. The date picker will be disabled for dates that are 180 days before the current date and for future dates.
Time Zone	Changing the time zone will impact the time zone displayed in the results. Setting the time zone enables Master Agents and Head Offices to view financial information from all Agents in one time zone. The default time zone will be based on the chosen time zone in the Settings page. If the user does not modify the time zone, the default time zone will be set to GMT+0.
Currency	Users can use the currency drop-down menu to filter data by their desired currency. This filter will only be visible in the Head Office and Master Agent entity tabs.
Entity Filters	Users can apply filters to view the data relevant to the entity. For menus with only one option, the option will be automatically displayed and selected. Per the Entity Tab: Head Office - Only one Head Office can be selected. Users can choose multiple or all Master Agents to view. Master Agent - Only one Head Office and Master Agent can be selected. Users can choose multiple or all Agents to view. Agent - Only one Head Office, Master Agent, and Agent can be selected. The Agents drop-down menu is accompanied by a checkbox that allows the user to filter the client's test agents (marked in red). By default, the Show Test Agents checkbox is unchecked. This option will be disabled for clients that do not have test agents on the MG+ system.
Credits By	The transaction types indicate the origin and destination of the credits transferred. For example, when the Head Office user deposits credits to an Agent entity, it is considered to be a Master Agent transaction, as the credit has been transferred from the Master Agent’s balance to the Agent’s balance. The content of the filter will vary depending on the chosen entity tab.

Functionality of the Credits Transaction Report

To adjust the filters for resubmission, click Filter (this may be displayed as an icon or as a link labeled +Filter).

Clicking on the Export button will provide the user with an Excel .CSV file of the table summary.

If a user or entity only has partial network permissions, filtering a specific transaction type will prevent the balance from displaying as a "running balance".

Credits Transaction Report Table One

Column Name	Description
Summary	Summary name of the results.
Currency	The selected currency as set by the filters.
Opening Balance	The balance as of the From date is recorded here.
Closing Balance	This is the balance recorded on the To date.
Balance Change	This is the difference between the opening balance and the closing balance. The balance calculation will be displayed even if no transactions occurred in the chosen range.

Credits Transaction Report Table Two

The grid can display up to 1,000 rows. To view all rows, the user can use the Export function.

Column Name	Description
Transaction Time	The time that the transaction was made.
Credit by Entity / Player	This is the entity that made the transaction.
Performed By	This is the username (or player name) and related entity name that actioned the transaction.
From / To	This is the name of the entity and entity type that the action was performed on (e.g. on a Master Agent transaction list we can see actions that were performed on them by their Head Office and actions that were performed by them on their Agents).
Currency	This is the currency of the transaction.
Balance Change	This is the amount of the credit transaction.
Balance After Change	This is the updated balance after the change.