Listing Accounts
Use the following instructions to list health metrics for existing accounts on the Producer Portal.
• | Click Accounts & Users > Accounts. The Accounts Health page opens. |
On the Accounts Health page, you can filter the account list by account type, scores, and health status. See Filtering the Account List for more information. The list contains the following information:
Column |
Description |
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Account Name |
The account name. |
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Account ID |
Unique identifier of the account. |
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Products |
The score of all consumed products to the total number of consumable items. |
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Consumption |
Total of all consumed products for an account vs the actual quantity. Consumed products include:
See Account Product Health for more information about how consumption is counted. |
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Renewal Health |
The Renewal Health score is a weighted calculation of days until expiration and the consumption value. See Account Renewal Health for more details on how the renewal score is calculated. |
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Account Health |
The Account Health score is a combination of Consumption and Renewal Health scores: (Renewal Score+Consumption Score)/2. |
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Watchlist |
Select the icon to add or remove an account from the watchlist. - Unwatched - Watched |
To view a particular account, click its Account name. On the Account <account name> page, you can view details of the health metrics and alerts.
Note:You can sort the list by Account name, Account ID, Consumption, Renewal Health, or Account Health.
See Also