View Group Balance Details

In the Group Summary page, either select a balance under one of the balance panels or select a balance under All Balances to view the details of the selected balance.

Balance Details shows the information listed for each balance.
Table 1. Balance Details
Value Description
Used A chart indicating the used and remaining balance. No chart is shown if the balance is unlimited. The remaining balance amount and total balance amount is listed under the chart.
Total The total available balance amount broken down by the threshold limit amount and the total unexpired rollover amount.
ID ID that identifies the balance.
Type Type for the balance; for example, periodic. If the balance is private or a debt balance, that will also be indicated here.
Billing Type Billing Type for the balance; for example, Postpaid.
Start Time For balances that have a Start Time and Expiry defined, indicates the start time and date.
Expiry Time and date when the balance expires.
Period For periodic balances, the period interval for the balance; for example, 1 month.
Class ID ID of the balance class.
Class Name Name of the balance class.
Template ID ID of the balance template that identifies details about the balance.
Associated Offer The offer associated with the balance if it is a debt balance. Click the offer summary to view the details of the offer.
Hidden If the balance is a hidden balance, this property displays as Yes. If the balance is not a hidden balance, this property does not display.
Thresholds For balances that have a threshold, the table shows the threshold ID, Name, Type, Amount, and Notification setting. For more information, see the discussion about balance thresholds.
Rollovers For balances that include rollover amounts, the table shows the following information:
  • Amount — The total available balance amount for this period. This includes both the balance and rollover amounts.
  • Rollover Amount — The available rollover amount for this period.
  • Rollover Init Amount — The initial rollover amount for the current balance period.
  • Threshold Limit — The total amount initially available for this period. This includes both the balance and rollover amounts.
  • Rollover End Time — The rollover amount's end date and time.
  • Start/End Time — The balance period's start/end date and time.
For more information, see the discussion about rollovers in MATRIXX Pricing and Rating.

For aggregated balances, the Usage Breakdown section displays the balances for the related members and subgroups in a pie chart. This section displays only when there is more than one member balance plus a subgroup balance and there is usage. Click the items in the legend to toggle their display. Hover over the sections of the chart to list their details. By default, the Usage Breakdown section displays a maximum of four member balances, four subgroup balances, and eight sections in the pie chart.