Okendo issues store credit directly to your customers' Shopify accounts, so Shopify holds the full record of every balance and transaction. Shopify's native store credit reports are where you track what's been issued and redeemed, and the outstanding balance you owe customers.
✅ Before you begin
New Shopify Analytics must be turned on in your Shopify admin.
Store credit must be enabled for your loyalty program. See Enable store credit for your loyalty program.
In this article, you will learn about;
Finding the store credit reports
In your Shopify admin, go to Analytics > Reports.
Under Categories, select Finances.
Open Store credit transactions or Outstanding store credit balance.
Both reports use the same controls in the right-hand panel:
Control | What it does |
Period | The date range the report covers |
Compare | Compares results against a previous period |
Currency | The currency values are shown in |
Metrics | The values the report calculates |
Dimensions | How results are broken down, such as by month or customer |
Visualization | Shows results as a table or chart |
Filters | Narrows results to specific records |
Tracking store credit transactions
The Store credit transactions report lists every time store credit is added to, used from or expires from a customer's account. Use it to see where credit came from and how it was used.
Metrics
Metric | What it shows |
Credited store credit | Store credit added to customer accounts |
Debited store credit | Store credit customers have spent |
Expired store credit | Store credit that expired before it was used |
Dimensions
Dimension | What it shows |
Month | The month the transaction happened |
Store credit ID | The unique ID of the store credit transaction |
Customer name | The customer who received or used the credit |
Customer email | The customer's email address |
Store credit event | The type of transaction, such as an adjustment |
Store credit source | The app that issued the credit, or the staff member's name if it was added manually |
Order name | The order the credit was used on, if any |
💡 Use Store credit source to separate credit issued by Okendo from credit your team added manually or other apps issued.
Tracking your outstanding store credit balance
The Outstanding store credit balance report shows the total store credit your customers hold over time. This is your store credit liability: the value you owe customers that they haven't spent yet.
Metrics
Metric | What it shows |
Starting store credit balance | Total balance at the start of each period |
Credited store credit | Store credit added during the period |
Debited store credit | Store credit spent during the period |
Expired store credit | Store credit that expired during the period |
Exchange rate impact | Change in balance caused by currency conversion |
Ending store credit balance | Total balance at the end of each period |
Store credit balance net change | The difference between the starting and ending balance |
Results are broken down by Month. You can show them as a line chart, and turn on Cumulative to see running totals or Show annotations to add context to the chart.
💡 For month-end reporting, compare Ending store credit balance with your accounting records to reconcile your store credit liability.
Building a custom store credit report
If the standard reports don't answer your question, you can edit either report and save it as your own.
Open Store credit transactions or Outstanding store credit balance.
In the right-hand panel, select + next to Metrics, Dimensions or Filters to add or remove fields.
Adjust Period, Compare and Visualization as needed.
Select Save as and name your report.
Your saved report appears in Analytics > Reports so you can return to it anytime. Some examples:
Okendo Loyalty credit issued by month: Store credit transactions with Month and Store credit source, filtered to Okendo.
Top customers by credit spent: Store credit transactions with Customer name and Debited store credit, sorted highest first.
Credit used on orders: Store credit transactions with Order name, filtered to transactions that have an order.
💡 Advanced users can edit the query at the top of the report directly, using the store_credit_transactions and store_credit_summaries data sets.
FAQs
Q: Why can't I see store credit reporting in Okendo?
A: Store credit lives in your customers' Shopify accounts, not in Okendo. Okendo issues the credit, but Shopify records every balance and transaction, so Shopify's reports are the most accurate source.
Q: I can't find the store credit reports in Shopify. Why?
A: Both reports require new Shopify Analytics. Turn it on in your Shopify admin, then check Analytics > Reports > Finances.
Q: How do I see only the store credit issued by my loyalty program?
A: In the Store credit transactions report, add the Store credit source dimension or filter, and select Okendo.
Q: Can I export the data?
A: Yes. Open the report and use More actions to export it.