The accounts overview page provides multiple ways to view your connected accounts. By default, the All accounts tab is selected. However, the other tabs organize accounts according to their status. Each tab includes the number of accounts with that status. When a tab is selected, the results in your accounts list are updated automatically. You can then narrow these results further by using the filter feature on each tab.

Status tabs and workflows

Selecting different status tabs on the account overview page automatically updates the filters and columns displayed. The interactive table below provides an overview and description of the columns associated with each tab. Many of the columns listed below can also be sorted by clicking on the column heading in the Dashboard.

Filters

Each tab provides a list of accounts based on a shared status, but you can use filters to narrow the results further. When a new filter is applied, the account list is updated automatically.

Filtering accounts by country.