Tracking Account Usage and Billable Transactions
Account Usage page administrators can generate activity reports that show numbers of events, registrations, imports, and test registrations within a specified date range. Administrators can generate the report on the current account or across all sub-accounts. Administrators can export report results to Excel.
Account Usage includes the following details:
- Events = the number of events that were marked with a “Live” Event Status within the specified date range.
If an event was created within the date range, but did not go to a “Live” event status, the event is not counted.
- Billable Registration s = all active and inactive registrations (with a 'Date Completed') that are not marked as “Test”.
Imported registrations do not count until imported registrations become “complete”.
“Complete” means the Date Completed field is populated.
- Imports = all imports, either to create new registrations or to make modifications to existing registrations.
Test imports are not counted in the number of imports.
Test imports occur when the event status is “Testing”.
- Test Registrations = all registrations marked as “Test” on the Registrations > Profile page.
Test Registrations are for information purposes only and not billable.
Generating Usage Reports
1. Enter the date range for which the account usage review will occur. The account usage review can go back as far as August 1, 2008, when the report data was available. The dates specified are inclusive. If the start date is 7/25 and the end date is 8/1, all items with dates greater than 7/24 and less than 8/2 are included in the report result. 2. Enter the account(s) for which the account usage review will occur.
A summary list is presented after report generation. The summary list includes the following:
- Number of Events
- Number of Billable Registrations
Within the Billable Registrations view, Administrators may select from three reports.
- Registration Details contains all registrations for the selection.
- Registrations Summary by Event summarizes billable registrations by event.
- Registrations Summary by Account summarizes billable registrations by account.
- Number of Imports
- Number of Test Registrations
- Meeting Requests
Meeting requests are collected if the optional Meeting Requests sub-module of the Strategic Meetings Management Module is enabled for the account.