Account Tracking Detail Report

This report shows billing status of client accounts during a selected date range.

This report should not be used to track future billing status. A change in user billing status cannot be recorded until it actually changes, at which point it will becomes a reportable part of the user history.

Report statistics include:

Whether a user account was billable or in a trial period at the beginning of a selected date range.
Whether a user account was newly billable at any point between a selected date range.
Whether a user account was in a trial period at any point between a selected date range.
Whether a user account was disabled at any point during a selected date range.
Whether a user account was billable or in a trial period at the end of a selected date range.

NOT included in this report are:

Accounts with a disabled status for the entire selected date range
Accounts for which the current state is non-billable at time the report is run
Accounts that were deleted before the selected date range
Accounts with only admin access (no client access)

Non-billable users are not included in this report.

View & Download the Report

On the organization menu at the top of nVoq Administrator, select an organization that includes the accounts you want to review.
Navigate this menu by using the Expand All button to open all organizations, by clicking the > arrow next to each organization level to open it, or by typing an organization name in the Filter text field.
Go to the Reports page in nVoq Administrator either by clicking on the Reports box on the home page OR on the Reports icon in the sidebar.
On the Reports page, on the Report drop-down menu select Account Tracking Detail.
Select a Date Range (start and end date) for which you want to include results, then click the Apply button when you're done.
See Date Range Picker for more information.

Click the refresh icon in the blue bar to view the report data.
Any change to a filter (in the gray area below the blue toolbar) causes the icon to pulsate once with a red dot. Click on the refresh icon to update the list of items on the page. A retrieval of items within the selected filters starts when the icon is clicked. Once this retrieval starts, it cannot be stopped.
Optionally, click on the download icon in the blue bar to download a comma-separated values (CSV) file of the report data

Reports-Download

Account Tracking Detail Report Columns

Click on any column header on the page to sort information in ascending or descending order.

Username

The identification used by the account holder to log in to the client. The accounts listed will include all accounts in the organization selected in the organization menu at the top of the page.

Accounts that have been deleted are listed with the word [deleted] next to the username. (Accounts that were deleted before the selected date range are not included on the report.)
Non-billable users are not included in the report.

First Name

The account holder's first name.

Last Name

The account holder's last name.

Organization

The organization listed here is one level below the organization selected in the organization menu at the top of the page. For example, if you selected a company level organization at the top of the page, the division organizations below it are listed here. (However, if a group is selected in the organization menu at the top of the page, the group name is listed here.)
If the organization listed is a higher level than group, the data includes billing status for users in all groups below the level shown. For example, if a company level organization is listed here, the report shows billing status for users in all groups below that company.

Billable at Start Date

This column shows a "1" if the user account had a billable status on the beginning date of the selected date range.

Trial at Start Date

This column shows a "1" if the user account was in a trial period on the beginning date of the selected date range.

New Billable Between Date Range

This column shows a "1" if the user account transitioned to a billable status for the first time during the selected date range. If the account later transitioned out of billable status (back to trial or to disabled) and then back to a billable status, the transition back to billable status would NOT report a "1" in this column. An account can be listed as both New Billable and New Trial on this report.

New Trial Between Date Range

This column shows a "1" if the user account was in a trial period at any time during the selected date range. Any time an account is set to be in a trial period it is considered a "new trial". An account can be listed as both New Billable and New Trial on this report.

Disabled Between Date Range

This column shows a "1" if the user account was disabled at any time during the selected date range. (Accounts that had a disabled status for the entire selected date range are NOT included on the report.)

Billable at End Date

This column shows a "1" if the user account had a billable status on the end date of the selected date range.

Trial at End Date

This column shows a "1" if the user account was in a trial period on the end date of the selected date range.

Total at End Date

This column shows a "1" if the user account had either a billable status or was in a trial status on the end date of the selected date range.