Tracking Account Usage and Billable Transactions
On the Account Usage page, administrators can generate activity reports showing numbers of events, registrations, imports, and test registrations within a specified date range.
The report can be generated on the current account or across all sub-accounts.
Results can be exported 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 does not count.
- Billable Registrations = all active and inactive registrations with a 'Date Completed' that are not marked as “Test”.
- Imported registrations do not count until the registration becomes "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 do not count 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.
- Test registrations are not billable.
Generating Usage Reports
1. Enter the date range for which you would like to review account usage going back as far as August 1, 2008, when the report data was available.
2. Note that the dates specified are inclusive.
3. Note that if the start date is 7/25 and end date is 8/1, then all items with dates greater than 7/24 and less than 8/2 are included in the report result.
4. Enter the account(s) for which you would like to review usage.
You will be presented with a summary list that includes the following:
- Number of Events
- Number of Billable Registrations
- Within the Billable Registrations view, you may select from three reports:
- Registration Details contains all registrations for your 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.