🔐 Step 1: Go to Your Home Page
Ensure you're logged in with Admin user rights.
📊 Step 2: Access Engage Billing
In the left-hand sidebar, open the "Insights" drop-down.
Click on "Engage Billing" from the drop-down menu.
📅 Step 3: Set Date Filters
Use the date selector to filter the report to your desired time range.
👉 Important: After selecting your dates, make sure to click Apply - this refreshes your view with the filtered data.
🧾 Tip for billing reconciliation: To reconcile your usage against your latest invoice, set the date filter to Last Month before running the report.
▶️ Step 4: Run and Download Report
Run the report
Once complete, click the three-dot button (•••).
Select "Download results".
💾 Step 5: Choose Your Format
Choose the file format you prefer (e.g., CSV, Excel).
