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Quota History

The Quota History page is the auditing view for the quota system. Pick any quota-tracked entity -- a user, device, group, department, or tag -- to see its current balances as cards and a full ledger of every transaction that has moved those balances, from automatic reservations and settlements to manual adjustments.


https://optimidoc.atlassian.net/wiki/download/attachments/42795104/quota-history.png?api=v2

Screenshot: Quota History view

Overview

Quota History shows two things for the selected entity: its active quotas as balance cards, and a paginated transaction ledger. Every deduction, reservation, settlement, reset, top-up, and manual adjustment is recorded with its amount, resulting balance, timestamp, and originator, giving a complete audit trail of how a balance reached its current value.

Open it from Printing > Quota History.


Selecting an Entity

In the Select Entity card, choose a Target Type and then search for the entity:

  • User, Device, Group, Department, or Tag.

Once an entity is selected, its balance cards and transaction history appear below.


Active Quotas

Each quota that applies to the entity is shown as a balance card:

Element

Description

Quota name

The quota as defined in the quota configuration.

Type badge

Hard (red) blocks printing; Soft (grey) only warns.

Reset interval

How often the quota resets (Daily, Weekly, Monthly, Yearly, or None). An Accumulate badge appears when unused balance rolls over.

Usage bar

Proportion used, turning yellow at 70% and red at 90%.

Used / Remaining

How much has been consumed and how much is left.

Initial / Adjusted

The original allocation and any manual adjustment applied.

Period

The start and end dates of the current quota period.

Click a card to filter the ledger below to that quota; click it again (or the X) to clear the filter.


Transaction Ledger

The table lists transactions newest first, with these columns:

Column

Description

Date

When the transaction occurred.

Quota

Which quota it belongs to.

Type

The transaction type (see below).

Amount

The change; credits are green with a +, debits are red.

Balance After

The running balance immediately after the transaction.

Description

A human-readable note (e.g. the job title or adjustment reason).

Created By

The administrator or system process that created it.

Transaction Types

Type

Meaning

Reservation

A temporary hold placed when a job starts, reserving its estimated cost against the balance.

ReservationSettlement

Finalises a reservation once the job completes, reconciling the estimate with the actual cost.

Usage

A direct deduction for a completed print or copy job.

Adjustment

A manual balance change made by an administrator.

Reset

Records the start of a new quota period with its fresh allowance (description "New period started").

TopUp

Records the balance carried over from the previous period when the quota uses the Accumulate mode.

Version note: Reset and TopUp entries are written from the release following 26.07 (fix OP-1530). In 26.07 and earlier, new quota periods started without a ledger entry — balances simply changed between periods.


Filtering and Pagination

  • Date From / Date To -- limit the ledger to a date range using the calendar buttons.

  • Quota filter -- click a balance card to show only that quota's transactions.

  • Clear filters -- the X button resets the active filters.

The ledger is paginated at 20 transactions per page, with the total count shown alongside the page navigation.


Common Tasks

  • Investigate usage -- select the entity, review the balance cards, then read the ledger for a breakdown.

  • Explain a block -- find a Hard quota near zero and trace the recent transactions that consumed it.

  • Audit adjustments -- filter for Adjustment rows and check the Created By and Description columns.


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