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Account summary

Introduction
The account summary page provides summary information and analysis for your Patchworks services, for any given time period. 
If your Patchworks subscription includes bolt-ons (such as Stockr), additional information will be present. Please refer to the relevant Patchworks bolt-on documentation for details. 
Understanding your account summary
The account summary page is shown and then summarised below:
Points of note are summarised below:
#
Item
Summary
1
Current subscription tier
Your current Patchworks subscription tier.
2
Date picker
Select start/end dates for analysis on this page. 
3
Services summary
The total number of active services from the quota allowed for your subscription tier - irrespective of any defined date settings. Click the view services link to navigate to the services page.
4
Transactions summary
The total number of processed transactions from the quota allowed for your subscription tier - irrespective of any defined date settings. Click the manage link to navigate to Patchworks plans & pricing information.
5
Bolt-ons summary
Any Patchworks bolt-ons added to your subscription. Click the manage link to navigate to Patchworks plans & pricing information.
6
Analysis tabs
By default, a services tab is displayed with associated analysis, as described here. If your subscription is associated with a Patchworks bolt-on, additional tabs/analysis may be available - please refer to the relevant Patchworks bolt-on documentation for details. 
7
Daily transactions chart
Chart shows the number of processed transactions per day, for the selected date range. Hover your cursor over any point for more information:
​
8
Daily transactions by service chart
Chart shows the number of processed transactions per day by service, for the selected date range. Hover your cursor over any point for service information: 
​
9
Total transactions by entity chart
Chart shows the total number of processed transactions by the entity synced, for the selected date range. Hover your cursor over any point for more information: 
​
10
Total transactions by service chart
Chart shows the total number of processed transactions by service, for the selected date range. Hover your cursor over any point for more information: 
​

#	Item	Summary
1	Current subscription tier	Your current Patchworks subscription tier.
2	Date picker	Select start/end dates for analysis on this page.
3	Services summary	The total number of active services from the quota allowed for your subscription tier - irrespective of any defined date settings. Click the view services link to navigate to the services page.
4	Transactions summary	The total number of processed transactions from the quota allowed for your subscription tier - irrespective of any defined date settings. Click the manage link to navigate to Patchworks plans & pricing information.
5	Bolt-ons summary	Any Patchworks bolt-ons added to your subscription. Click the manage link to navigate to Patchworks plans & pricing information.
6	Analysis tabs	By default, a services tab is displayed with associated analysis, as described here. If your subscription is associated with a Patchworks bolt-on, additional tabs/analysis may be available - please refer to the relevant Patchworks bolt-on documentation for details.
7	Daily transactions chart	Chart shows the number of processed transactions per day, for the selected date range. Hover your cursor over any point for more information:
8	Daily transactions by service chart	Chart shows the number of processed transactions per day by service, for the selected date range. Hover your cursor over any point for service information:
9	Total transactions by entity chart	Chart shows the total number of processed transactions by the entity synced, for the selected date range. Hover your cursor over any point for more information:
10	Total transactions by service chart	Chart shows the total number of processed transactions by service, for the selected date range. Hover your cursor over any point for more information:

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Last modified 8mo ago