View Parent Account Data

To view parent account data, do these steps:

  1. Select Dashboard from the sidebar menu.
  2. Click the My Account tab to display account data.
  3. Select the Include Sub Accounts to display parent and sub-account data.
  4. Select a Date Range option:
    • Today
    • Yesterday
    • Last 7 Days
    • Last 30 Days
    • Month-to-date
    • Previous Month
    • Custom Date