Account Summary Report

  • Updated

The Account Summary report is designed to provide essential contract information for each connection. Once set up, you'll be automatically informed about the status of your connections before their contracts roll over. 

The Account Summary Report includes the following details: 

  • Registration 
  • Label 
  • Pricing Plan 
  • Contract Date
  • Automatic Renewal

You can also choose between monthly or quarterly emails. 

To set the Account Summary Report as an Automated Emailed Report, please follow our step-by-step guide How to Set Up an Emailed Report

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