Account Status – Graphical View

The Account Status – Graphical View report:

• Shows the number of existing accounts over the selected period

• Allows you to compare the current period's data with:

  • The directly preceding period (for example, if the current period is this month, you can compare with last month)

  • The same period last year

At the top of the page, you can:

• Change the date range for the current data.

• Select whether to show:

  • No comparison

  • Data for the directly preceding period

  • Data for the the same period last year

In each tile, you can:

• Hover over or click the data or chart to see additional information.

• Click and continue hovering over the tile, then click to open the View Data window for the selected data category.
  In this window, you can:

  • See more detailed data, including (for some categories) a list of the accounts that comprise the total shown in the tile.

  • Change the sort order.

  • Show and hide fields.

  • Change the number of rows displayed.

  • Download the data.