The Accounts interface allows viewing individual accounts and drilling down into account properties, property history, and all associated accounts events.
The columns of the Accounts page are account properties. Which columns are visible on the Accounts page can be adjusted by the column picker, on the top right corner. Additionally on the Accounts page, Calculated Columns can be created.
Why don’t I see an accounts section in my navigation?
Accounts is only turned on if you have an entity type which corresponds to accounts. Accounts are entities to which one or more accounts belong. Depending on your entity relationships, your accounts may actually be on the Users screen. If you do not have Accounts turned on, this was an intentional decision during setup.
While users can have user properties and user events, each account has unique set of account properties distinct from the account’s user properties. The account also has all of the associated user’s events.
Account properties are identical to User Properties but operate on the account level. Appuri recommends familiarizing yourself with the linked User Properties section of documentation if you have any questions.
The main content on the Accounts page is the list of accounts. This list will continue to load additional rows of Accounts as you scroll. Each column is an accounts property, and these columns can have their visibility toggled on or off on the column toggle sidebar, available on the top right.
The count of accounts is also on the top right. You can download a CSV list of accounts by clicking the download button. The number of accounts here will change as new accounts are created, or temporarily decrease as you filter down the Accounts on this page.
There is one way to filter accounts, and one way to sort accounts. You can filter each accounts property by turning on the filters UI by clicking the funnel button on the top right. Now, on each column you can filter one or more columns and only matching accounts will be present. Alternatively, you can click on a single column to sort the column by first to last (such as by lowest to highest, alphabetical, or date, depending on the column type). These two methods can be combined. For more details for what filters are avalible on each data type for the account properties, refer to this table on the documentation for the Users page.
Clicking on each account will bring up the Account Details screen. Account details allows you to dive deep on a single account. Account Details has all the account properties and associated user events. There are 3 sections to the Account Details screen.
First, the top section is for pinned KPIs.
Next, the left section is for account properties.
Last, the right section is for account events.
In the top section, any account property can be pinned. If the account property is a number, percentage, or currency it will show the current value and start building a chart with the historic values of this value as it changes over time. If the user property is a datetime, string, or boolean, Appuri will show the current value.
In the left section, account properties are listed. By hovering over a property, it can be pinned to the top section as a KPI for every time you come to the Account Details page for any account. If you hover over an accounts property, you may also see a clock symbol if the property has changed at least once for this account. Clicking on the clock symbol will bring up the history of this event property, the dates, and updated values. Thus, the history of the property can be seen. If you have many account properties, you can search to find the property you are looking for.
If an account has never had a property set, it will not be present in this account property list.
In the right section, account events are listed in reverse chronological order, so newest events are at the top. Each event has 3 values shown by default, first the timestamp associated with the event, second the category of the event (such as the source reporting the event), and lastly the event name. Events from different sources associated with this account will all be present here.
Events from all users associated with this account will be present in the event list. For more details on user events, see User Details.
Account properties can be set from within a data source, but this often requires code changes and won’t be retroactive, meaning only future users or returning users will have these new user properties set.
There are several advantages account properties have over event properties. Account properties can include aggregates such as the Lifetime Value (LTV) of an account, the total number of purchases, or average purchase size, or number of events of a specific type in the last 30 days. All of these examples include aggregating multiple User Events into a single User Property.
Additionally, account properties are visible on the Accounts page as columns and can be used for filtering, the historic values of user properties are recorded.
At present, account properties cannot be used in KPIs or Segments.
There are two ways within Appuri to create new accounts properties.
- Create a Calculated Column to use excel-like functions (basic to intermediate users)
- Note that calculated columns based on account events have the ability to summarize events for all users associated with the account.
- Create a Job or Query to define a new accounts property (advanced users)
Using either of the above methods can create new account properties visible on both the Accounts Details and Accounts screen.