View the Credit usage report

Short summary

Use the "Credit usage report" to review monthly credit usage, plan credits, and Pay As You Go charges for your Company.

When to use this feature

Use this report when you want to:

• Review credit usage by month.
• See usage by category, such as Users, Documents, Workspaces, Communication, Automation, and Other.
• Check whether usage is covered by your plan.
• Download the current report.

Step-by-step instructions

1. In the Business Portal, go to Menu → Billing → Credit usage.

!Screenshot: Open Credit usage report

1. Open the "Period" dropdown.

1. Select the month you want to review. Future months are disabled.

1. Review the report table:

• "Category"
• "Action / item"
• "Usage"
• "Unit"
• "Rate (per unit)"
• "Credit used"

1. Review the summary footer for totals, plan credits, credit balance, and Pay As You Go amount.

1. Select "Download report" to download the current report.

Notes & limitations

• Only the Company Owner can view the "Credit usage report".
• The default period is the last month.
• The current month can be selected and is labeled "In progress".
• If there is no usage for the selected period, the report shows "No usage recorded for this period".
• If overage pricing is missing, credits are shown, but currency is omitted.
• "Rate (per unit)" is derived from usage and credits used.
• "Download report" includes the current period filter and report columns.

Troubleshooting

Q: I can’t access the Credit usage report.

A: Only the Company Owner can view it.

Q: I can’t select a future month.

A: Future months are disabled.

Q: Why does "Rate (per unit)" show "-"?

A: This happens when usage is 0 for that row.

Q: Why don’t I see a currency amount for Pay As You Go?

A: If overage pricing is missing, the report shows "Missing overage pricing - contact support" and omits currency.

Q: Why is the current month marked "In progress"?

A: The current month is still partial, so its usage can continue changing.