Transactions & reporting

The wallet provides a full transaction history plus rolled-up monthly and daily summaries, all of which can be filtered, sorted and exported.

Detailed Activity

The Detailed Activity table shows every transaction on your wallet, including top-ups and individual usage events.

• 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.

Monthly Summary

The Monthly Summary rolls activity up into a per-month view:

• 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 breaks activity down day by day, showing:

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

Like the Monthly Summary, by default it filters from the start of the current month.

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: click All Transactions, Usage or Top-Ups in the quick filter buttons above the table.

To sort: click a sortable column header (for example, Amount) once for ascending and again for descending.

To export to CSV:

1. Apply the filters and quick filter you want exported.
2. Click the Export button above the table.
3. A CSV file downloads containing the currently displayed rows.

Export respects your current filters and date range.