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Retrieve an Account's Usage History

Overview

You can check how many units an account has used at any time by following the steps below.

Retrieving an Account's Usage History

Getting Here: Click Accounts > Usage > Unit-based Usage Monitoring tab.

  1. Select a specific Master Plan Instance or select All to include all MPI's.

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  1. Select a From Date and (if applicable) a Through Date.
  2. Select a Usage Type from the drop down.
  3. Click Retrieve Usage.

The following usage information is displayed:

  • The master plan instance ID.
  • The client-defined master plan instance ID.
  • The plan instance ID.
  • The billed user ID.
  • The accrued user ID.
  • The usage class.
  • The usage type.
  • From/To information.
  • How many units of usage the account has accumulated so far.
  • The rate for each unit.
  • The total charge for any exceeded units.

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Once the Unit Qty. column displays an amount that exceeds a set unit threshold, an event notification is sent if the event is enabled.

To download a the selected usage records to a spreadsheet click the link to Download Usage To Spreadsheet. 

Click the Discard Usage button to permanently delete the usage record.

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