# Recurly: Account Overview

## Description

* Each record represents an account, enriched with metrics about their associated transactions.

## Supported Data Sources

* <img src="https://fivetran.com/integrations/recurly/resources/recurly.svg" alt="" data-size="line"> Recurly

## Columns

| Type     | Name                            | Description                                                                                                                 |
| -------- | ------------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| STRING   | account\_id                     | Primary key for the account.                                                                                                |
| DATETIME | account\_created\_at            | Timestamp of when the account entry was created.                                                                            |
| STRING   | account\_city                   | City in the world the account is associated with.                                                                           |
| STRING   | account\_code                   | The unique identifier of the account. This cannot be changed once the account is created. Provided during account creation. |
| STRING   | account\_company                | The company related with the account.                                                                                       |
| STRING   | account\_country                | Country in the world the account is associated with.                                                                        |
| STRING   | account\_email                  | Email address associated with the account.                                                                                  |
| STRING   | account\_first\_name            | First name associated with the account.                                                                                     |
| BOOLEAN  | account\_is\_tax\_exempt        | The tax status of the account. true exempts tax on the account, false applies tax on the account.                           |
| STRING   | account\_last\_name             | Last name associated with the account.                                                                                      |
| STRING   | account\_postal\_code           | Postal code in the world the account is associated with.                                                                    |
| STRING   | account\_region                 | Region in the world the account is associated with (usually would be state if it was a U.S. account.)                       |
| STRING   | account\_state                  | Current state of the account.                                                                                               |
| STRING   | account\_username               | A secondary value for the account.                                                                                          |
| INTEGER  | total\_transactions             | Total amount of unique transactions issued to this account.                                                                 |
| INTEGER  | total\_invoices                 | Total amount of unique invoices issued to this account.                                                                     |
| DECIMAL  | total\_charges                  | Total amount of charges issued to this account.                                                                             |
| DECIMAL  | total\_credits                  | Total amount of credits issued to this account.                                                                             |
| DECIMAL  | total\_balance                  | Gross amount of all transactions made with this account.                                                                    |
| DECIMAL  | total\_discounts                | Total amount of discounts issued to this account.                                                                           |
| DECIMAL  | total\_taxes                    | Total amount of taxes issued to this account.                                                                               |
| INTEGER  | total\_charge\_count            | Total number of charges issued to this account.                                                                             |
| INTEGER  | total\_credit\_count            | Total number of credits issued to this account.                                                                             |
| INTEGER  | transactions\_this\_month       | All transactions on this account from this current calendar month.                                                          |
| INTEGER  | invoices\_this\_month           | All invoices on this account from this current calendar month.                                                              |
| DECIMAL  | charges\_this\_month            | All charges on this account from this current calendar month.                                                               |
| DECIMAL  | credits\_this\_month            | All credits on this account from this current calendar month.                                                               |
| DECIMAL  | balance\_this\_month            | Gross amount of all transactions made on this account from this current calendar month.                                     |
| DECIMAL  | discounts\_this\_month          | Discounts issued on the account from this current calendar month.                                                           |
| DECIMAL  | taxes\_this\_month              | Taxes issued on the account from this current calendar month.                                                               |
| DATETIME | first\_charge\_date             | Date the first charge on the account was issued.                                                                            |
| DATETIME | most\_recent\_charge\_date      | Date the most recent charge on the account was issued.                                                                      |
| DATETIME | first\_invoice\_date            | Date the first invoice on the account was issued.                                                                           |
| DATETIME | most\_recent\_invoice\_date     | Date the most recent invoice on the account was issued.                                                                     |
| DATETIME | next\_invoice\_due\_at          | Date the most recent invoice on the account is due at.                                                                      |
| DATETIME | first\_transaction\_date        | Date first transaction occurred on the account.                                                                             |
| DATETIME | most\_recent\_transaction\_date | Date most recent transaction occurred on the account.                                                                       |


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://endash-guidance-docs.gitbook.io/cigro-data-templates/data-model-templates/recurly-account-overview.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
