Peek here to see the magic behind the numbers

OK, so you’ve just received an email from someone on our team (probably me) letting you know that your contract/subscription is up for renewal or maybe it says that the size of your site is over the free storage limit. You start thinking to yourself, is that right? Are those numbers correct? How do I check the accuracy of this information?  Trust me; I’m not offended that these were first thoughts that popped into your head! I understand the hint of doubt and always verify the information that other people send me.  You never know when a number can get transposed, or there is a minor typo!

I’m going to share with you a few quick and easy steps you can take to verify your site “numbers.”  The quickest and easiest way is to check the Administrative Overview on your Dashboard.  Some of you may know what I’m talking about, others are thinking “huh, what is she talking about?”  I’ll show you!

Go to your Dashboard, click on Add.


The following pop-up appears, select Administrative Overview:


Voila! The Administrative Overview is now on your Dashboard! You now know how many “active” users are set up in your site, the size of your database and lots of other great overview information.

Looking for some more detail behind the users? You could create a User Report in the Reports module or Site Administrators can give themselves quick and convenient access to this information by creating an Advanced Search in Setup (where you can make adjustments in Groups and Users, if you wish).  Of course, you can add as many details as you wish into the search but here are the basic filters and columns that I recommend:


Looking to try and reduce the size of your database?  OK, this is one requires a little more effort and where I bring in my “experts.” I can have your Account Manager or someone from our Support Team contact you to talk through your options with you.  We can help work with you to reduce your storage costs by possibly archiving and/or deleting old data from your site.

We know that site management can be just another tedious task but a very important one! We don’t want you to be overwhelmed or over-charged, so feel free to reach out to us and we can share ideas with you to help your site management become more manageable! We are always happy to help!

This entry was posted in Features by Stacey Zearott. Bookmark the permalink.

About Stacey Zearott

Stacey is the Client Success Manager for policyIQ. She has a very strong background in sales and operations with over 20 years in the communications sales industry. Not only does she bring this knowledge and background to the team, but a love of theatre, fun hair and just the need for a daily dose of laughter.

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