Account Status Summary

Go to Reports and select Account Status Summary.

Account Status Summary provides a tabular view of the account statuses by billing month. Click the number next to the status name you are interested in viewing to access the associated detailed report. The default month filter on the report is the current month.

The Account Status Summary report displays the following fields.

Field	Description
Status	The account statuses options of: Accounts Opened (Account Open Month filter is applied) Accounts Closed (Account Closure Date filter is applied) Not Activated Accounts (Report Month filter is applied) Active Accounts (Report Month filter is applied) Inactive Accounts (Report Month filter is applied) Closure in Process (Report Month filter is applied) Total Accounts (Report Month filter is applied)
Count	The number of accounts in that account status.
YTD Count	The number of accounts in that account status year-to-date (YTD). The value displays the total to date based on the month selected in the month filter.
Total Count	Total count of accounts to date and from the beginning of the relationship.
Approved Volume	Our underwriting team decides the approved monthly volume.

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