Account Admins can easily track their account usage throughout the contract period.
Step 1: Navigate to Usage
From the left-hand navigation menu, click Usage to open the Usage Metrics Dashboard.
Step 2: Review Key Metrics
The dashboard provides insights into:
Licenses & Clients: Licenses allocated/purchased, total unique clients.
Sessions & Activity: Total sessions recorded, session volume by type (Task, self-serve and dispatch sessions), usage by module type.
Engagement Insights: Module-based breakdown (if purchased), top user (client/staff) activity, and top sub-account activity.
Step 3: Adjust Date Range
By default, the Start and End Dates match your contract period.
Click the calendar icon to select a custom timeframe.
After updating, click Apply to refresh the report.
Step 4: Export Reports
Click Download PDF in the top right corner to export a snapshot of the current report.
