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:

#ItemSummary

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

8

Daily transactions by service chart

9

Total transactions by entity chart

10

Total transactions by service chart

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