Instructions for Using the "Accounts with Billing Issues" Report (Lookerstudio)

The Accounts with Billing Issues report identifies clients with incorrect billing settings, where the account management does not align with the billing profile. This includes both active and inactive accounts. The purpose of this report is to correct billing settings within the DSP company profiles.

Frequency:


Steps to Use the Report

  1. Download the Report:

    • Access the report and download it in Excel format.
  2. Remove Duplicates:

    • In the Excel file, remove duplicates in Column B. This will give you a list of companies that need your attention.
  3. Check Companies:

    • Review the companies one by one to identify billing issues.
  4. Ignore Internal Accounts:

    • Skip internal company names such as Eskimi, NULL, or test as they don't require changes.

How to Know if a Company’s Billing Settings Are Correct

Companies can be categorized as Mixed (both self-service and managed accounts), Self-service, or Managed.

1. Mixed Type (Self-service and Managed Accounts)

2. Self-service Type

Summary for Correct Billing Setup:

3. Managed Type


How to Choose the Main Account for Billing

If there are multiple accounts, here's how to select the main billing account:


Troubleshooting: Notification When Saving Changes

If you receive a notification while trying to save changes, it means some accounts need to be added to the Auto-billing list.
Select the relevant users and save changes.

Here is an example of notification:

Here is an illustration where the users have to be selected:


Summary for Correct Billing Setup (Self-service Example):

For self-service clients:


By following these steps, you can effectively identify and resolve billing issues in client accounts, ensuring correct and compliant billing settings.


Revision #2
Created 1 October 2024 12:41:00 by Aiste
Updated 1 October 2024 13:24:20 by Aiste