Report on account usage

✦TL;DR

Track Flexi Credit usage in the reporting center. View your available balance, Flexi Credits consumed per day, Flexi Credits used by each user and context agent, and a full credit ledger of usage, top-ups, and expiries.

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The account usage dashboard in the reporting center shows how your organization uses its pool of Flexi Credits. Use it to track your available balance, see how many Flexi Credits are consumed each day, find out which users and context agents use them, and review every charge, top-up, and expiry in the credit ledger.

Prerequisites

Before you begin, make sure:

• You're an admin user in Atlan. Member users can't view the account usage dashboard, even if admins allow members to view reports.
• Your organization uses Flexi Credits. The dashboard isn't available otherwise.

Open account usage dashboard

1. From the left menu in Atlan, click Reporting.
2. Click Account usage.

tip

You can also open the dashboard from Context Agents Studio. In the credits card, click View report.

View your Flexi Credit balance

The Credits card at the top of the dashboard shows how many Flexi Credits are available to your organization.

1. Hover over the headline balance to see Flexi Credits allocated, used, expired, and available.
2. Review the bar and legend to see how used Flexi Credits are split between Used by context agents and Conversational AI. For a breakdown by agent, see Credits by agent.
3. Review any banners below the bar:
   • Expired Flexi Credits: Shows how many unused Flexi Credits have expired. Expired Flexi Credits no longer count toward your available balance.
   • Overage: Shows how many Flexi Credits your organization has used beyond its allocated pool. Enrichment is still available. Contact your customer success manager to settle the overage or buy more Flexi Credits.
4. (Optional) To ask for more Flexi Credits, click Request more credits. This opens a new support request.

note

Unused Flexi Credits don't roll over. For more information, see Contract years.

Track Flexi Credits consumed

The Credits consumed card shows how many Flexi Credits were used each day.

1. On the dashboard, go to the Credits consumed card.
2. Click 7 days or 30 days to choose the period. The headline shows the total Flexi Credits used over that period.
3. Review the daily bars. Each bar is split by what used the Flexi Credits: the Description, Readme, and SQL Intelligence agents, and conversational AI. Look for spikes, such as a large enrichment run, and check whether usage is trending up or down.
4. Review the Credits by Consumer table below the chart for the total each agent and conversational AI used over the period. Atlan context agents are marked with the Atlan logo.

The card covers up to the last 30 days. For longer periods or other cuts of Flexi Credit consumption, query the credit ledger in your Atlan Lakehouse.

View Flexi Credits by user

1. On the dashboard, go to the Credits by user card.
2. Review the Flexi Credits each user has used for conversational AI over the last 30 days. The card lists the top 10 users.
3. (Optional) To see all users, click Show all. To collapse the list, click Hide.

Credits by user covers conversational AI only. Flexi Credits used for enrichment are counted against the context agent that did the work. To see them, view Flexi Credits by agent.

View Flexi Credits by agent

1. On the dashboard, go to the Credits by agent card.
2. Review the Flexi Credits each context agent has used for enrichment over the last 30 days, such as the Description, Readme, and SQL Intelligence agents. Atlan context agents are marked with the Atlan logo. The card lists the top 10 agents.
3. (Optional) To see all agents, click Show all. To collapse the list, click Hide.

For what each agent charges, see the Flexi Credits rate card.

Review credit ledger

The Credit ledger card lists every change to your Flexi Credit balance, newest first. Each line shows the Date, Description, Debit, Credit, and running Balance. The latest balance matches your available Flexi Credits.

1. On the dashboard, go to the Credit ledger card.

2. Review the lines. The ledger includes these types:

   Line	Description	Column
   Usage	Flexi Credits used by context agents and conversational AI, grouped by month.	Debit (−)
   Credits added	Flexi Credits added to your balance. Marked Top-up.	Credit (+)
   Credits expired	Unused Flexi Credits that expired. Marked Expired.	Debit (−)
   Credits removed	Flexi Credits taken back from your balance. Marked Removed.	Debit (−)
   Opening balance	Flexi Credits carried over from the previous credit system as one balance. Marked Migrated and pinned at the bottom.	Credit (+)

3. To drill into usage, click a month to show its days, and then click a day to show its transactions:

   • Conversational AI: The number of questions answered across your instance that day. Expand the line to see the split between Quick and Deep answers.
   • Context agent runs: One line for each enrichment run, named by its collection, with the number of assets enriched. Click View assets to see the assets in the sidebar.
   • Ad hoc edits: One line for each agent, covering assets enriched from asset profiles that day.

4. (Optional) To filter the ledger, choose an option from the Show dropdown:

   • Everything: All lines.
   • Top-ups & expiries: Flexi Credits added, expired, or removed.
   • Context Agents: Usage by context agents only.
   • Conversational AI: Usage by conversational AI only.

See also

• How Flexi Credits work
• Flexi Credits rate card
• Context Agents Studio
• Collections