Monitoring Services Credits Usage

You can use Salesforce reports to monitor the use of services credits. You might find it useful to set up the reports suggested below.

For detailed information about how to create Salesforce reports, see the Salesforce Help.

Overview of Services Credits Balances per Account

Use the Services Credits Customer Purchases report type to build a simple report that gives a breakdown of the services credits purchase records grouped first by Account, and then by Currency. This provides a good overview of the credits balances, showing total number of credits, available credits, allocated credits and expired credits.

Report Outline

Group Rows:

Account
Services Credits Customer Purchase: Currency

Columns

Services Credits Customer Purchase Name
Start Date
Expiry Date
Internal Value per Credit
Number of Services Credits
Services Credits Available
Services Credits Allocated
Services Credits Expired

Overview of Milestones Funded by Services Credits

Use the Services Credits Allocations with Milestone report type to build a report that provides details of any milestones with services credits allocated to them grouped first by Account, and then by Project. This provides a good overview of how services credits are allocated to pieces of work.

Report Outline

Group Rows:

Account
Milestone: Project

Columns

Milestone Name
Services Credits Allocation Name
Milestone: Currency
Milestone: Amount
Services Credits Allocated
Milestone: Actual Date
Milestone: Include in Financials

Filter

Add a filter using the following details:

Field: Milestone: Services Credits
Operator: greater than
Type: Value
Value: 0

Detail Report of the Allocation of Services Credits

Use the Services Credits Customer Purchases with Services Credits Consumptions and Services Credits Allocations report type to build a report that provides details of the allocation of services credits grouped first by Account, then by Customer Purchase, and then by Allocation. This report is useful for auditing purposes, and shows how credits are consumed.