Account Creation – Graphical Report

The Account Creation – Graphical View report:

• Shows the number of accounts created over the selected period
• Allows you to compare the current period's data with:
  • The directly preceding period (for example, if the current period is this month, you can compare with last month)
  • The same period last year

At the top of the page, you can:

• Change the date range for the current data.
• Select whether to show:
  • No comparison
  • Data for the directly preceding period
  • Data for the the same period last year
• Segment the data by account state

In each tile, you can:

• Hover over or click the data or chart to see additional information.
• Click and continue hovering over the tile, then click to open the View Data window for the selected data category.
  In this window, you can:
  • See more detailed data, including (for some categories) a list of the accounts that comprise the total shown in the tile.
  • Change the sort order.
  • Show and hide fields.
  • Change the number of rows displayed.
  • Download the data.