--- title: "View Analytics: Beta" url: "https://developer.incode.com/dashboard-platform-administration/view-analytics/" section: "dashboard-platform-administration" version: "v1.1" status: "live" --- # View Analytics :::info The Dashboard functionality described on this page is in Beta. It is not yet generally available. Contact your Incode representative for more information. ::: The **Analytics** page in Dashboard provides a live view of every session in your Incode environment. You can use it to: - **Explore focused views**: Switch between [pre-built views](#pre-built-views) for **Overview**, **Fraud**, **Conversion**, and **Users**, each with its own KPIs, trends, and maps. - **Track performance**: See key verification, fraud, and conversion metrics as soon as you open the page. - **Filter everything at once**: [Narrow all the data](#filter-your-data) by channel, country, flow, device, ID template, and more. - **Build custom views**: [Build your own views](#build-custom-views) from a library of widgets, including KPIs, charts, maps, and funnels. :::note There is a short delay before new sessions appear in Analytics. ::: The Analytics page includes: - **Tabs**: Tabs for the built-in **Overview**, **Fraud**, **Conversion**, and **Users** views appear first, followed by a tab for each custom view you create. Click **New View** to [add a custom view](#build-custom-views). - **Date picker**: Click the date range in the top right to change it. Select dates on the calendar or one of the preset options: _Yesterday_, _Last 7 days_, _Last 30 days_, _Last 90 days_, or _Last 365 days_. The default is _Last 30 days_. Your selection applies to every view. - **Filters**: Click **Add filter** to [filter the data](#filter-your-data) that appears. Filters apply to every widget in every view. *** ## How It Works Every completed session sends its outcome to Analytics. Analytics gathers these outcomes for your chosen time range and filters, then shows them in the pre-built views and any custom views you build. ```mermaid flowchart LR S[Session] --> W[Workflow outcome] W --> AG[Analytics aggregates] AG --> OV[Pre-built views] AG --> CV[Custom views] ``` You don't need to configure anything. Views populate as soon as you have session traffic. *** ## Pre-Built Views Analytics comes with four pre-built views, each shown as a tab at the top of the page: - **Overview**: Shows a high-level snapshot of the most critical performance metrics. - **Fraud**: Shows how much fraud was caught, trends, detection rates, and geographic distribution. - **Conversion**: Shows approval and rejection rates, trends, and geographic distribution. - **Users**: Shows verification volume, including total sessions and identities, trends, and geographic distribution. ### Work with Widgets Each view is made up of widgets. Depending on the widget, you can: - Hover over a chart, map, or slice to see its exact values. - Click an item in a chart's legend to hide or show it. - Use the toggle or drop-down in a widget's header to change how its data is displayed, such as switching between counts and percentages. - On maps, click the US to see state-level detail. Click the **X** above the US map to return to the world map. *** ## Filter Your Data Filters apply to every view in Analytics. To add filters: 1. In Dashboard, click **Analytics** in the left menu. 2. Click **Add filter**. 3. Select a filter: - **_Country_**_:_ The country associated with the session. Values come from the countries in your own traffic. - **_Device Type_**_:_ The device that ran the capture: _iOS_, _Android_, or _Web App_. - **_Flow_**_:_ The Flow or Workflow that the session ran. Values reflect your [Flows](/dashboard-platform-administration/flows-1/) and [Workflows](/dashboard-platform-administration/workflows-20/). - **_ID Template_**_:_ The type of identity document: _Driver's License_, _Federal ID_, _Identification Card_, _Medical Card_, _Military_, _Other_, _Passport_, _Permit_, _Residence Document_, _Tax Identification_, _Travel Document_, _Tribal Identification_, _Unknown_, _Visa_, or _Voter Identification_. - **_Session Outcome_**_:_ The final status of the session: _Abandoned_, _Approved_, _Failed_, or _Manual Review_. - **_Decision Source_**_:_ _Automated_ if the outcome was decided automatically, or _Manual_ if it was decided by a person through manual review. - **_Channel_**_:_ The integration surface the session came through: _API_, _Mobile_, or _Web_. - **_Issuing State_**_:_ The US state or government body, such as _USCIS_, that issued the identity document. 4. Select the value you want to filter by. You can select only one value per filter. 5. Repeat for all the filters you want to add. You can add each filter once. The filter appears as a badge, such as `Channel: Web`. It is applied automatically and immediately. Click **X** next to a filter to remove it. *** ## Build Custom Views Build a custom view to focus on the data that matters most to your organization. Display that data in one place, in the way that best supports your goals. You can also display data from the pre-built views with a different chart type: for example, as a bar chart instead of a donut chart. :::note Custom views are visible only to the user who creates them. Other users in your organization can't see your custom views. ::: 1. In Dashboard, click **Analytics** in the left menu. 2. Click **New View**. 3. Click **_Untitled view_** and enter a new, descriptive name for this custom view. Every change saves automatically. 4. Click **Add your first widget**. The Add a widget panel opens on the right side of your screen. 5. Choose a data source from the **_Data_** drop-down. 6. Under **_Chart Type_**, select how to display the data. You can select only charts compatible with the data source you selected. 7. Edit the widget's **_Title_** or leave the default. 8. Click **Add widget**. 9. Repeat for all the widgets you want to add. 10. You can configure how the widgets appear in the view by: - Dragging and dropping them. - Resizing them using their handle in the bottom right corner. Click **Edit** ![Icon of a pencil](https://developer.incode.com/assets/c7e8dede-8700-4f17-89b8-5d4dfdcc219b.png#inline) in the top right of any widget to change its **_Data_** source, **_Chart Type_**, or **_Title_**. 11. When you're satisfied with your view, click **X** to close the builder. *** ## Delete Custom Views You can delete custom views you no longer use. Deleting a custom view cannot be undone. 1. In Dashboard, click **Analytics** in the left menu. 2. Hover over the tab for the custom view you want to delete and click **Delete** ![Icon of a trash can](https://developer.incode.com/assets/e480c993-a89d-44c1-ae9b-d8a98334644c.png#inline). 3. In the dialog that appears, click **Delete view**.