> For the complete documentation index, see [llms.txt](https://docs.peakcommerce.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.peakcommerce.com/product/partner-portal/customer-management/account-and-subscription-summary-reports.md).

# Account and Subscription Summary Reports

To advise a customer well — or to act on a subscription for them — you first need a clear, current picture of where that account stands. The partner portal gives you live account and subscription summaries pulled from billing, so what you see matches what the customer is actually billed.

## Account summary

**My Accounts** lists every customer assigned to you, each row backed by a real-time read from the billing system:

* **Account name** and **account number**
* **Billing status** (for example, Active)
* **Current balance** (with currency)
* **Active subscription count**
* **Assignment** — whether the account reached you by a territory rule or a manual grant

Open an account to drill into its detail: **Bill To** and **Sold To** contacts (name, email, phone, address), the account's subscriptions, and an **Invoices** tab listing open invoices. Contact fields are editable inline when your permissions allow.

## Subscription summary

From an account's detail you can review each subscription and its rate plans, then open one to manage it. With the **Change Customer Subscriptions** or **Cancel Customer Subscriptions** permission, you can drive an upgrade, downgrade, or cancellation on the customer's behalf through a partner journey.

For roll-up performance and earnings across your whole book of business — rather than a single account — use **Partner Channel → Channel Analytics**.

## Who can see this

These summaries are scoped to your assigned accounts: you only see accounts assigned to you through Territory Rules and manual grants, enforced server-side. Visibility and edit rights come from your **Partner** profile.

## Gotchas

* Figures are read live from billing. If a value is blank or shows a dash, the billing integration may be momentarily degraded — your assignment list still loads.
* Acting on a subscription requires the specific portal-action permission; viewing a summary does not grant the right to change or cancel it.

## Related

* [Customer Search](/product/partner-portal/customer-management/advanced-customer-search.md)
* [Partner Portal Overview](/product/partner-portal/partner-portal-overview.md)
* [Portal Action Permissions](/product/using-peakcommerce/profiles-and-permissions/portal-action-permissions.md)


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