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Overview

The Transactions tab serves as the financial ledger for your agency. It logs every single economic interaction between you and your sub-accounts, providing a transparent audit trail for revenue and credit flow.
Transactions Dashboard

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Revenue Metrics

The top ribbon displays a high-level summary of your financial performance.

Total Revenue

The cumulative cash value of all plans and credits sold.

Active Users

The count of clients currently contributing to revenue.

Credits Issued

Total volume of AI credits distributed to your user base.

Growth Rate

The percentage increase in revenue over the last period.

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Transaction Log

The main body of the page lists every individual event in chronological order.
Transactions Dashboard

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Data Columns

  • Customer: The unique email and ID of the client involved.
  • Type: The classification of the event (e.g., manually_deducted for adjustments, or subscription_payment for renewals).
  • Amount: The actual currency value (USD) processed, if applicable.
  • Credits: The specific number of AI credits added or removed.
  • Status: Visual indicator of the result: Manual, Success, or Failed.

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Tools & Filters

Use the control bar to analyze your data:
  • Search: Quickly locate specific transactions by typing a client’s email or ID.
  • Filter: Toggle views to isolate specific payment types (e.g., View only Stripe charges vs. Manual adjustments).
  • Export: Click the Export Data button to download the complete ledger as a CSV file for external accounting.