Pendo defines an account as a collection of visitors associated to a specific or multiple groups. You can find account data throughout Pendo, and you can access specific account metrics through People > Accounts in Pendo.
This article reviews how to interpret the Overview tab on the Accounts page in Pendo. To learn about the Account Reports tab, see Account reports.
Note: If your accounts have hierarchy, such as accounts and sub-accounts, you can switch to a multi-level account structure, also known as a parent account. To learn more, see Managing multiple level accounts.
The Overview tab on the Accounts page provides a summary of account data based on your selected filters at the top of the page: segment, date range, and app.
Below the filters, you can find a few high-level metrics. Keep in mind that these metrics adjust with any selected filters:
Number of accounts. This is the total number of unique accounts that have had at least one unique, active visitor within the selected date range.
Average daily time on app. This is the average amount of time each account spends on your app(s) on a daily basis.
Frequency. Broken into three categories (low, medium, and high), this graphic shows you how often your app is used. Frequency is calculated based on the number of days where a visitor sent any event in the previous 30 days (up until yesterday; not including today). This metric first filters by the selected date range (for example, last 90 days), then looks at the frequency of the visitors from each account who sent at least one event during that date range over the last 30 days.
- Low if a visitor was active at least 1, but no more than 4, of the last 30 days.
- Medium if a visitor was active at least 5, but no more than 12, of the last 30 days.
- High if a visitor was active at least 13 of the last 30 days.
Visitors who sent no events during the selected date range aren't included.
Line chart. This page also provides a line chart that shows the total number of accounts, events, or time on app on a daily, weekly, or monthly basis (depending on your date range filter) over the selected date range. Select the dropdown menus in the chart title to update the data.
If you have more than one app selected in your filters, you can select an app from the legend to view or hide that app’s data from the chart. You can also hover over the line chart to view the specific totals and date ranges.
Below the line chart, you can find the Accounts table that contains an account list based on your selected filters. By default, the table shows the following columns:
- Account ID. The ID value that’s passed into Pendo through your install script and associated with visitors on your site. This ID uniquely identifies an account, and you can select this value to view more details about the account. To learn more, see Account details.
- Last Visit (All Apps). The timestamp of the most recent Page load, Feature click, or Track Event on your site from a visitor in that account, regardless of whether that particular Page or Feature has been tagged as an activity on your site or not.
- Number of Days Active. The total number of days that visitors in this account were active in the selected date range.
- Number of Events. The total number of events visitors in that account have sent, including Page loads, Feature clicks, Track Events, and Guide Events.
There are several actions above the table as well:
- Show all accounts. When the checkbox for Show all accounts, including those with no events in the selected date range is enabled, this setting populates accounts with no events in the table. This allows you to view accounts that you've previously uploaded custom metadata for, even if Pendo hasn't captured any events for them yet.
- Create Account Report. If you review a specific list of accounts frequently, you can save the list as a report. Once you select this option, you can name the report and find it by selecting the Account Reports tab at the top of the page. To learn more, see Account reports.
- Upload CSV. If you need to update custom metadata values for accounts in bulk, use the Upload CSV icon. To learn more, see Manage custom metadata fields.
- Download CSV. If you need to download a particular set of accounts, select the Download CSV icon. You can also use this set of users to create a custom segment with a CSV file; to learn more, see our article on Segments.
- Edit Columns. If you want to update the columns that appear in the table, select the columns icon in the top-right of the section. All modifications are reflected in the account report or CSV file if you choose to take either of these actions. This also updates the columns in the Visitors table on the Visitor Details page.