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When you select Credit Transaction History as the source type, the Source tab layout is as shown below here.
Figure 1 - The Source tab when Credit Transaction History is selected as the Source Type
- Selected variables - Lists the variables that are selected for the rule. Click Select Variables to open an overlay where you can select the variables that are to be included.The available variables are those listed in the Core Fields folder in the Panel Variables toolbox.
- Expression - if you wish to include only a sub-set of the data in the rule, click Edit and create the required filter expression.
- Date filter - if you wish to include only data that was created within specific dates, check the box and select the desired start and end dates. Note that if the box is checked, both date fields must be filled.
- Relative date filter - the Relative date filter allows you to export data from time intervals specified relative to the scheduled export time. This functionality will be useful when you data exports are running as recurring tasks.
- Data to be included - in the event you are running a recurring task, you may wish to include only data that is new or changed since the previous time the task was run as this could reduce considerably the volume of data to be transferred. Select as appropriate.