--- title: "Account Tracking Summary Report" slug: "administrator-help-account-tracking-summary" updated: 2024-06-19T14:16:23Z published: 2023-09-20T18:38:27Z canonical: "support.nvoq.com/administrator-help-account-tracking-summary" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.nvoq.com/llms.txt > Use this file to discover all available pages before exploring further. # Account Tracking Summary Report This report displays a count of users in an organization with specific billing statuses 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: - The number of users in an organization that were billable or in a trial period at the beginning of a selected date range. - The number of users in an organization that were newly billable at any point between a selected date range. - The number of users in an organization that were in a trial period at any point between a selected date range. - The number of users in an organization that were disabled at any point during a selected date range. - The number of users in an organization that were billable or in a trial period at the end of a selected date range. The following are not included in the counts on this report: - 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) ****Statistics for non-billable users are not included in the report.**** ## View & Download the Report 1. 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****[](https://support.nvoq.com/administrator-help-organization-menu-2)**text field. ![organization-menu](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/organization-menu.png) 2. 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. ![sideNav-home-reports-open](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/sideNav-home-reports-open.png) 3. On the Reports page, on the **Report drop-down menu** select **Account Tracking Summary**. ![Reports-Report-menu](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Reports-Report-menu.png) 4. 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**](/v1/docs/date-range-picker) for more information.![generic-date-range-picker-open.png](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/generic-date-range-picker-open.png.png) 1. 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. ![Reports-Refresh-red](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Reports-Refresh-red.png) 2. Optionally, click on the **download icon** in the blue bar to download a comma-separated values (CSV) file of the report data.![Reports-Download](https://cdn.us.document360.io/03b5534a-5f9a-42ce-852d-08bf09105da4/Images/Documentation/Reports-Download.png) ## Account Tracking Detail Report Columns **Click on any column header on the page to sort information in ascending or descending order.** ### 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 usage information for users in all groups below that company. - An organization that includes accounts may be listed with *zero* accounts if all of the accounts within it are non-billable (whether because they are in a trial period, have the Non-Billable toggle enabled, or because they are disabled). ### Billable at Start Date This column shows the number of accounts that had a billable status on the beginning date of the selected date range. ### Trial at Start Date This column shows the number of accounts that were in a trial period on the beginning date of the selected date range. ### New Billable Between Date Range This column shows the number of accounts that transitioned to a billable status *for the first time* during the selected date range. If an 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 it is not counted in this column. Accounts can be counted as both New Billable and New Trial within a date range. ### New Trial Between Date Range This column shows the number of accounts that were 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". Accounts can be counted as both New Billable and New Trial within a date range. ### Disabled Between Date Range This column shows the number of accounts that were disabled at any time during the selected date range. (Accounts that had a disabled status *for* *the entire selected date range* are NOT included in the count.) ### Billable at End Date This column shows the number of accounts that had a billable status on the end date of the selected date range. ### Trial at End Date This column shows the number of accounts that were in a trial period on the end date of the selected date range. ### Total at End Date This column shows the number of accounts that had either a billable status or was in a trial status on the end date of the selected date range.