Transactions & reporting

The wallet provides a full transaction history plus rolled-up monthly and daily summaries. They sit in the Wallet transactions section of the Wallet settings page (Settings → Finance & usage → Wallet), which has three tabs: Daily summary, Monthly summary and Detailed Activity.

Detailed Activity

The Detailed Activity tab shows every transaction on your wallet, including top-ups and individual usage events. Its columns are Date, Type, Total Amount, Quantity and Related.

Above the table are Search, a type dropdown (All transactions, Top ups only or Usage only), Filter, Sort, Export, Refresh data and Toggle Full Screen.

• By default, the table filters to the current month from the 1st onwards.
• Each row links to the source record where possible:
  • Email usage links to the email or campaign.
  • Text message usage links to the profile or campaign.
  • Calls (VoIP) currently do not link to a profile, as target details are not stored per call.
• Top-up rows offer Download invoice, which downloads the invoice for that top-up as a PDF. If it can't be generated, the message Unable to generate invoice PDF appears. See Quick top-up (fees, GST, receipts & invoices) (Document ID: 318) for what the invoice contains.

Monthly summary

The Monthly summary tab rolls activity up into a per-month view. Its columns are Month, Emails, SMS, Calls and Spent:

• Shows the total count of each channel sent (Emails, Text messages, Calls).
• Shows the total spend for the month.
• The current month is live-updated as activity occurs; previous months are fixed once the month ends.

The Monthly summary currently shows usage spend only — top-ups are tracked separately in the Daily summary.

Daily summary

The Daily summary tab breaks activity down day by day. Its columns are Date, Emails, SMS, Calls, Spent, Top-ups and Transactions, showing:

• The number of each channel sent.
• The amount spent on usage.
• The amount topped up.

By default it filters from the start of the current month. The tab has its own filter.

Filtering, sorting and exporting

To filter by date:

1. Click the date filter at the top of any table.
2. Choose a preset range, or pick custom From and To dates.
3. The table updates automatically.

To switch the Detailed Activity view: choose All transactions, Top ups only or Usage only in the type dropdown above the table.

To sort: use Sort above the table, or click a sortable column header (for example, Total Amount) once for ascending and again for descending.

To export to CSV:

1. On the Detailed Activity tab, apply the filters and type you want exported.
2. Click Export above the table.
3. The export runs in the background. The message Wallet transaction export requested confirms the export is being prepared, and you are notified when it is ready — the file does not download straight away.

Export respects your current filters and date range.