View Analytics: Classic

The Analytics page in Dashboard, when set to the Classic version, provides a set of Tableau-based reports on your Incode environment. You can use it to:

• Review your performance: See volume, conversion, approval, and fraud metrics for your Flows and Workflows.
• Monitor funnels and capture attempts over time: Track how sessions move through each step and how many capture attempts users make.
• Review business verification results: See eKYB verification outcomes for business details and beneficial owners.
• Review identity verification results: See eKYC verification outcomes for an individual's identity details.
• Filter everything at once: Narrow the data on any tab by client, flow, device, or country.

The Analytics page includes four tabs: Performance, Monitoring, eKYB, and eKYC.

Performance

The Performance tab reports on your onboarding sessions. It includes its own set of sub-tabs: Overview, Completion, Approvals, Fraud & Risk, Transactions, Data Dictionary, and Help.

Use the filter bar at the top of the tab to narrow the data by Client ID, Flow, Device Type, and Country Code.

Overview

The Overview sub-tab shows four cards:

• Volume: How many sessions entered, started capture, and completed your onboarding process.
• Conversion: How sessions converted at each stage, from capture started through completion.
• Approval: How many sessions were approved, and at what rate.
• Fraud: How accurately your Flow or Workflow told genuine users and bad actors apart, and how many bad actors it stopped.

Completion

The Completion sub-tab shows two cards:

• Completed Onboardings: How many sessions completed your onboarding process, as well as the percentage of completed sessions.
• Funnel Analysis: Where sessions drop off across your onboarding steps, for a Flow or Workflow you select.

Approvals

The Approvals sub-tab shows two cards:

• Approved Onboardings: How many sessions were approved or rejected, and the percentages of each.
• Rejected Sessions: How many sessions were rejected, broken down by reason.

Fraud & Risk

The Fraud & Risk sub-tab shows two cards:

• Fraud & Risk: How accurately your Flow or Workflow accepted genuine users and rejected bad actors.
• Attacks from Bad Actors: How often bad actors attacked your Flow or Workflow, and how often those attacks were caught.

Transactions

The Transactions sub-tab shows a breakdown of your billable transactions: completed sessions, and sessions that did not complete but still triggered a process ID.

Data Dictionary

The Data Dictionary sub-tab lists every field used across the Performance tab's sub-tabs, with its scope, type, and definition. Use it as a reference if you're not sure what a metric measures.

Help

The Help sub-tab provides detailed documentation for Analytics, including how to find the page in Dashboard, how to request access for teammates, and an example of how to interpret the data.

Monitoring

The Monitoring tab reports on funnel timing and capture attempts. It includes two sub-tabs: Funnel Timeline and ID Attempts.

Use the filter bar at the top of the tab to narrow the data by Client ID, Flow, and Device Type.

Funnel Timeline

The Funnel Timeline sub-tab shows the Funnel Timeline Analysis card. Use the Country Code and Type of ID drop-downs in the card's header to narrow its data.

ID Attempts

The ID Attempts sub-tab shows the ID Attempt Timeline card, with its own Type of ID drop-down. It includes four charts:

• Front ID Attempts Timeline: How many times users attempted to capture the front of their ID, over time.
• Back ID Attempts Timeline: How many times users attempted to capture the back of their ID, over time.
• Selfie Attempts Timeline: How many times users attempted a selfie capture, over time.
• No Front & Back ID Attempts Timeline: How many sessions had no front or back ID capture attempt at all, over time.

eKYB

The eKYB tab reports on business verification results. Use the filter bar at the top of the tab to narrow the data by Country, Date Range, Client ID, and Flow.

The tab shows a count of eKYB sessions for the selected date range, followed by cards for each verification check:

• Business taxID: Verified or Unverified.
• Business Name: Verified, Approximate Match, or Unverified.
• City Verification: Verified, Approximate Match, or Unverified.
• Postalcode Verification: Verified or Unverified.
• Legal Status: Activated, Unfitted, or Deactivated.
• Business unique beneficial owner (UBO 1–4) verification: Verified, Approximate Match, or Unverified, for up to four beneficial owners or legal representatives.

Each card breaks its result down by day and includes a By total daily sessions toggle.

eKYC

The eKYC tab reports on individual identity verification results. Use the filter bar at the top of the tab to narrow the data by Country, Date Range, Client ID, and Flow.

The tab shows a count of eKYC sessions for the selected date range, followed by cards for each verification check:

• Tax ID: Exact or No Match.
• Tax ID Level: Low, Medium, or High risk.
• Name Match: Exact or No Match.
• Date Of Birth Match: Exact or No Match.
• Postal Code Match: Exact or No Match.
• State Match: Exact or No Match.
• City Match: Exact or No Match.
• Overall Level: Low, Medium, or High risk.

Each card breaks its result down by day and includes a By total daily sessions toggle.