Transaction Analytics

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

Use the context menu in the upper right corner of a widget to drill down on the data in that widget. This allows you to obtain a more granular view of your data (by day versus by month, for example). In addition, you use this context menu to view a summary of the displayed data, and export it to a CSV file.

You can also use the Export button to either print your report, or save it as a PDF.

Overview of transaction statistics including status breakdown and performance trends.

Feature	Description
Created date	Automatically sets the date range from the past 30 days to the present day for transaction creation. Users can modify the date range.
Sender	Shows all senders' email addresses, including sub-accounts. Supports localization. Users can filter transactions by sender.
Transaction name	Narrows down transactions by name. Displays transactions for the sender within the Created date range. Users can enter a full or partial transaction name to refine, and filter by specific words or phrases within the transaction name.
Status	Narrows down transactions by status. Displays transactions for the sender within the Created date range. Users can enter a full or partial status name to refine, and filter by specific words or phrases within the status name
'Transactions 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.
'Transaction Status Breakdown' 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 date	Default date range is the last 30 days to the current day for transaction creation. Users can change the date range.
Sender	Displays all senders' email IDs, including sub-accounts. Supports localization. Users can filter transactions by sender.
Transactions Name	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.
Completion Time	Filters transactions by the amount of time it took to complete. Lists transactions for the sender within the 'Created between' date range. Users can enter a full or partial transaction time to refine, and filter by specific words or phrases within the transaction time.
Average Time to Send	Represents the average time between the time the transaction was created and the time the transaction was sent. This time is for the account over all filtered transactions.
Average Completion Time	Represents the average time between the time the transaction was sent and the time the transaction was completed. This time is for the account over all filtered transactions.
'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.
'Transactions Completion Time Breakdown' 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 date	Default date range is the last 12 months to the current month for transaction creation. Users can change the date range.
Senders	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 Breakdown	Categorizes transactions by the number of transactions in each state.
Transaction Volume Monthly Details	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.

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