What does the Account Summary Report show?
The Account Summary Report gives contract information for each connection — registration, plan, contract date and automatic renewal — and can be scheduled as a monthly or quarterly email.
The Account Summary Report gives contract information for each connection on your account, so you're informed about the status of your connections before their contracts roll over.
Also known as / customers also ask: account summary report, contract renewal report, pricing plan report
What information is in the Account Summary Report?
- Registration
- Label
- Pricing Plan
- Contract Date
- Automatic Renewal
Where do I find the Account Summary Report?
Run it per asset from Fleet Management > Account Summary. It's also available as an automated emailed report, monthly or quarterly.
How do I schedule the Account Summary Report as an email?
- From the sidebar, select Reporting, then Emailed Reports.
- Choose Account Summary Report from the report list.
- Select whether you'd like it emailed monthly or quarterly.
- Choose the assets or groups you'd like the report to cover.
- Save your report settings.
This article doesn't cover general emailed-report setup in detail — see how to set up an emailed report.