Transaction Analytics
- 16 May 2025
- 5 Minutes to read
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Transaction Analytics
- Updated on 16 May 2025
- 5 Minutes to read
- Print
- DarkLight
- PDF
Article summary
The dashboard offers a comprehensive overview of transaction statuses, including completion rates and trends over time, as well as insights by sender. Users can access a context menu in the upper right corner of each widget to drill down for more detailed data, view summaries, and export information to CSV files. It also analyzes transaction velocity, examining the time taken for transactions to progress through various stages. Additionally, the dashboard tracks transaction volume and status trends across months to identify patterns. For troubleshooting, users may encounter issues due to browser settings that block third-party cookies or iframe content. Solutions include enabling third-party cookies, adjusting browser settings, and consulting IT administrators regarding network restrictions. Users should ensure that privacy settings do not hinder iframe rendering, and may need to disable certain extensions if problems persist.
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Administrators can now utilize our user-friendly analytic dashboards to thoroughly analyze and evaluate the performance of transactions. This innovative feature empowers administrators to gain valuable insights into transactional activities, enabling them to make informed decisions and optimize processes effectively. With these intuitive dashboards, administrators can effortlessly track transaction trends, identify potential issues, and enhance overall transaction efficiency. Additionally, these dashboards provide comprehensive data visualization tools, allowing administrators to visualize transaction data in a clear and concise manner. This enhanced visibility enables administrators to monitor transaction performance in real-time, ensuring seamless operations and maximizing productivity.
This feature is only available for users with Admin or Manager roles, or users with the Reports permission enabled for them.
To enable this feature, contact our Support Team.
This feature is now available in all environments, with the exception of FedRAMP environments. For more information see Unsupported FedRAMP features.
The following dashboards are available through the Reports menu:
Update Schedule
Our Transaction Analytics reports are updated daily in each of the following environments at 5:00AM. Updates include data from up to 1:00AM of the previous day.
The time zones used for these scheduled updates are as follows:
US: Eastern Daylight Time (EDT) during daylight saving time, which is UTC-4. Otherwise, it's Eastern Standard Time (EST), which is UTC-5 1.
EU: Irish Standard Time (IST) during daylight saving time, which is UTC+1. Otherwise, it's Greenwich Mean Time (GMT), which is UTC+0 2.
AU: Australian Eastern Daylight Time (AEDT) during daylight saving time, which is UTC+11. Otherwise, it's Australian Eastern Standard Time (AEST), which is UTC+10 2.
CA: Eastern Daylight Time (EDT) during daylight saving time, which is UTC-4. Otherwise, it's Eastern Standard Time (EST), which is UTC-5
Transaction Performance
This dashboard provides the following:
An overall view of transaction status, including a completion rate
Transaction trends over a specified period of time
Transaction status by sender or transaction
Feature | Description |
|---|---|
'Created between' filter | Automatically sets the date range from the past 30 days to the present day for transaction creation. Users can modify the date range. |
'Sent by' | Shows all senders' email addresses, including sub-accounts. Supports localization. Users can filter transactions by sender. |
'Refine transactions' drop-down | Narrows down transactions by name. Displays transactions for the sender within the 'Created between' date range. Users can enter a full or partial transaction name to refine, and filter by specific words or phrases within the transaction name. |
'Total Created' widget | Provides an overview of the total transactions made by the chosen sender within the specified date range. |
'Sent Ratio' widget | Shows the proportion of dispatched transactions (COMPLETED, ARCHIVED, IN-PROGRESS) relative to the total transactions created by the chosen sender within the specified date range. |
'Completion Rate' widget | Shows the proportion of completed transactions (COMPLETED and ARCHIVED) relative to the total transactions, excluding DRAFT status, for the sender within the specified date range. |
'Failure Rate' widget | Shows the proportion of unsuccessful transactions (DECLINED and EXPIRED) out of the total transactions, excluding DRAFT status, for the sender within the specified date range. |
'All Transactions' bar chart | Shows the total count of transaction statuses based on filters. Supports localization. 'STATUS' is the X-axis. Possible values: DRAFT, IN PROGRESS, DECLINED, EXPIRED, COMPLETED. |
'Transaction Status Trend' line chart | Shows monthly transaction statuses based on creation dates. Uses creation date on the X-axis. Displays current status of transactions initiated on that day. |
'Sent Transaction Status Breakdown' donut chart | Shows the count and percentage of sent transaction statuses based on filters. Supports localization. Transactions are categorized by 'STATUS'. Possible values: IN PROGRESS, DECLINED, EXPIRED, COMPLETED. |
'Transactions Performance Trend' line chart | Shows rates of decline, expiration, and completion for transactions based on selected filters. Uses creation date on the X-axis. Supports localization. |
'Transaction Status Details' | Provides a structured view of raw data for visuals. Users can download data in CSV or Excel format. Sortable columns. Default display of 100 transactions, with pagination options. Supports localization. Columns: Transaction Name, Transaction ID, Sender Email, Status, Created, Updated, Completed. |
Transaction Velocity
This dashboard helps in analyzing the time taken for transactions to move through various stages to completion.
Heading | Description |
|---|---|
'Created between' filter | Default date range is the last 30 days to the current day for transaction creation. Users can change the date range. |
'Sent by' | Displays all senders' email IDs, including sub-accounts. Supports localization. Users can filter transactions by sender. |
'Refine transactions' drop-down | Filters transactions by name. Lists transactions for the sender within the 'Created between' date range. Users can enter a full or partial transaction name to refine, and filter by specific words or phrases within the transaction name. |
'Transaction Velocity Trend' line chart | Shows average time from creation to sent and sent to completed per month. Uses creation date on the X-axis. Supports localization. |
'Transaction Velocity Details' bar chart | Categorizes transactions by 'sent to completed' time and shows aggregate counts. Uses 'completion time category' on the X-axis. Categories: '< 1 Hour', '1 - 6 Hours', '6 - 12 Hours', '12 - 24 Hours', '1 - 2 Days', '2 - 7 Days', '7 - 21 Days', '21+ Days'. Supports localization. Excludes transactions without a completed date. |
'Transaction Velocity Details' | Tabular view of raw data used for visuals. Users can download data in CSV or Excel format. Sortable columns. Default display of 100 transactions, with pagination options. Supports localization. Columns: Transaction Name, Transaction ID, Sender Email, Created, Created to Sent (hours), Sent to Completed (hours). |
Transaction Volume
This dashboard helps in analyzing the transaction volume and status trends across months, which in turn could help to identify patterns and performance trends.
Heading | Description |
|---|---|
'Created between' filter | Default date range is the last 12 months to the current month for transaction creation. Users can change the date range. |
'Sent by' | Displays all senders' email IDs, including sub-accounts. Supports localization. Users can filter transactions by sender. |
'Transactions Volume Trend' line chart | Shows aggregate count of transaction status per month based on creation date. Uses month of transaction creation date. Supports localization. |
'Transaction volume per month' | Tabular view of raw data used for visuals. Users can download data in CSV or Excel format. Sortable columns. Default display of 12 months of data, with pagination options. Supports localization. Columns: Month, Total Created, Draft, Sent, Completed, Declined, Expired. |
Troubleshooting
If your analytics dashboard is not loading correctly (for example, showing an error, remaining blank, or partially rendering), this may be due to browser settings blocking third-party cookies or iframe content. To view our dashboards certain browser permissions are required.
Common Causes:
Third-party cookies are blocked (especially in incognito/private browsing or strict privacy modes)
Browser settings or extensions are preventing iframe content from loading
There are Cross-Origin Resource Sharing (CORS) restrictions affecting iframe rendering
A possible fix for this issue is to enable third-party cookies. For information on how to do this refer to the instructions available for your selected browser.
Some ad blockers, VPNs, or privacy extensions may override browser settings. You may have to temporarily disable them temporarily if this issue persists.
Iframe and CORS Settings
Our dashboards are loaded inside an embedded iframe. If your browser or network configuration restricts iframe rendering or CORS policies try the following:
Make sure your browser is not configured to block cross-origin iframes.
If you're using privacy-focused browsers, ensure that settings like Strict site isolation or Enhanced security mode aren't preventing content from trusted domains.
It is also possible that your corporate network or VPN may enforce strict content policies. Check with your IT administrator if needed.
"Prevent cross-site tracking" is enabled in the browser,
In the Safari
Open Safari and go to Settings (or Preferences).
Navigate to the Privacy tab.
Uncheck the option for Prevent cross-site tracking.
Clear the cache and history and restart the safari
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