Account Summary

The Account Summary displays billing related information at account level, for a selected site or sites.

The report can be exported to a Excel file by clicking the 'Export' button located in the top right corner. 

• Related Articles

• Billing Summary

  The Billing Summary displays billing information at site and term level. It includes information such as with booking ID, total billing, invoice, credit note and outstanding amount.

• Booking Summary

  The Booking Summary Report displays booking related information for a selected site, term, and program. It includes the total number of confirmed and pending bookings, as well as actual attended numbers on a daily basis. The report can be exported to ...

• Account Holder Report

  The Account Holder Report displays the contact details for all account holders linked to a selected site and term. This report includes information such as email, mobile number, and address of the account holders. The report can be exported to a CSV ...

• How to view booking history of an account?

  To view the booking history for an account, go to the "Booking" tab of the desired account. Past bookings (including pending booking requests) of all attendees in the account are displayed.

• How to view change history of an account?

  Admin users are able to view logs for changes made to an account by going to the account profile, then click ‘Show History’ as shown below.