> For the complete documentation index, see [llms.txt](https://help.citrusad.com/retail-media-interface/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.citrusad.com/retail-media-interface/retailer-wallet-management/viewing-wallet-performance.md).

# Viewing wallet performance

{% hint style="info" %}

## **Early access!**

If you're here before April 15, you need to request access to our early access for retailers. Early access for retailers begins March 26. Contact support to opt-in.
{% endhint %}

The **Performance** tab provides insights into wallet balances and activity over time, all available from the retailer team.

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FquEABLUbx6AX39XOlKMl%2FCleanShot%202026-03-20%20at%2010.46.233.png?alt=media&amp;token=11493427-a96b-4c9c-8a4b-0e8dac43f614" alt=""><figcaption></figcaption></figure>

The performance tab displays all wallets in a searchable, filterable table.

| Filter          | Description                                                                    |
| --------------- | ------------------------------------------------------------------------------ |
| **Wallet Name** | The display name of the wallet                                                 |
| **Team**        | The supplier team that owns the wallet                                         |
| **Status**      | Current wallet status (Active, Running Low, Out of Balance, or Archived)       |
| **Currency**    | The wallet's currency. Only shown in platforms with multiple wallet currencies |
| **Date Range**  | Date range used to filter the wallet balance and activity history areas        |

#### Balance chart

View how a wallet's balance has changed over a selected time period. Use this to understand spending patterns and when funds were added.

You can view the trend over time, which is shown by default (image above), as well as the cumulative comparison graph, which visualizes collective balance.

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2FydVYwoLAHLu1TBdusmbZ%2FCleanShot%202026-03-20%20at%2010.49.442.png?alt=media&amp;token=3525a68c-77d8-4eb8-9fcf-a78495fd6271" alt=""><figcaption></figcaption></figure>

#### Activity history

Review a detailed log of all wallet transactions, including:

* Fund additions
* Campaign spend
* Balance adjustments

Use the export function to export to CSV.

<figure><img src="https://19206235-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmxYbXHcdDvQ7toxAu8ql%2Fuploads%2F5lLUZU6e38n9mCMh5yQM%2FCleanShot%202026-03-20%20at%2011.36.072.png?alt=media&amp;token=6edf1ea2-ee46-4472-b8bb-fd6dc639b59a" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The Performance tab is available to retailers only. Suppliers view their own wallet performance in their dashboard.
{% endhint %}

***

### Tips for success

* **Filter to a specific team:** So you can focus on a specific team's balances and performance
* **Filter to running low wallets**: To view spending trends and remaining throughput


---

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