About this report
See the total number of accounts that have an active plan assigned to them. Get more granular by filtering by date range, frequency, primary location, plan, and type of account. This chart only includes plans that have already started, not plans scheduled to start in the future.
Interacting with the report
You can interact with the report in two ways:
1. Filter the report to get more granular with the data. The filters are located above the report and allow you to customize the date range, frequency, primary location, plan, and type of account.
2. Hover over the report to see exact numbers. For this report, hovering over the line chart allows you to see the exact number of accounts with a plan assigned to them for each given date on the x-axis.
Exporting the report
To export the report, you can click the Export button at the top right of the report and select from either an XLS file or a CSV file. Once you select an option, the report will download immediately to your computer.