Reporting with the Overdraft Tracker

At this time, the Overdraft feature is constantly being improved. Overdrafts are shown in the chart, and the activity log can be exported to a downloadable CSV file.

This basic functionality is included with Z2 higher plans, and extensive new functionality will be coming soon as an add-on to all plans.

Entitlement: List view

This is the main page to get a useful downloadable report on customers or entitlements in overdraft mode.

The list has column options showing the "Overdraft Seats Used" that can be added so you can easily see what's happening. You can also filter that column to show more concise usage data for export.

Export the data from the top of the page to get a useful report for the team to use to drive opportunities.

Entitlement: Details page

You can drill down into each entitlement and also see the state of the overdraft shown on the details page.

Entitlement: Activity log

If you review the activity log on a specific entitlement, you can also see the activity based on activations and any overdraft usage will be shown under the "seats used" column, and anything in overdraft mode will have a small "up" arrow icon next to it for easy reference.

Export the data from the top of the page to get a useful report for the team to use to drive opportunities.

Overdraft Tracker in the End User Portal

Your end-users will also be able to see when they get into overdraft mode as part of the activity log on the end-user portal page. You can also disable that view if required.

This will be visible if you keep the “Activity log” diagram switched on for EUP.

Webhook usage for Overdraft Tracker

You can subscribe to a Webhook to track entitlements in the "overdraft" state.

• Group: Activations

• Name: seat.activated

• Payload to include:

  "id": "act_xxxx",
  "productId": "prod_xxxx",
  "entitlementId": "ent_xxxxx",
  "seatId": "xxx",
  "seatName": null
  "overdraft": true OR false