Usage Details

General

The usage details tab is designed to give you an easy to read view of your software usage on a month-to-month basis. To view your usage simply access the My Account > Billing & Statements > Usage Details tab. Once accessed you will be directed to the following page:

Breaking it Down

The Usage Details are setup in an easy to read table format. Simply select the month you wish to view using the drop-down menu in the upper left-hand corner of the page, and the appropriate information will generate in the table below. The table is comprised of a daily accounting of loan account creation, deletion, archival, resurrection, restoration, and data storage. An example of effectively using this tab would be tracking account creation to determine which marketing methods yield the most new loans.

Additionally, if you would prefer to view the information in graph format, select the toggle icon in the upper right-hand corner of the page. Once selected, you will be able to view your usage for the selected month in graph format.


How did we do?


Powered by HelpDocs (opens in a new tab)