Analytics Dashboard
This dashboard is the default process for the eSign portal, here the user will be able to see different statistics for the eSign platform.
| Everything in this dashboard needs specifics entitlements to be shown, there may be users without access to everything shown here. |
Last update date
The user can see when the data of each widget was fetched, simply by pressing the settings icon on the widget.
| If a filter is applied to the widget this option will be disabled. |
Filtering Data
You can filter the statistics shown on screen using two different methods.
Dashboard Toolbar
Using this method every widget will suffer from the filter chosen.
| If a widget has a a filter applied the dashboard filters of the same type will be overridden. |
Date Filter
To filter by date, press the filters button like the image below shows.
On the newly open sidebar you will be able to select a date by a dropdown selector with a couple of default options or by selecting a custom data range on the calendar.
After selecting the desired date range, press the apply filters button.
Now the dashboard will only show data relative to that time frame, you can see if a filter is applied by the filters chip.
Widget Filter
Using this method only the widget on which this is used, will have the data change.
| If this method is used the widget will override any dashboard filters of the same type. |
Date Filter
To filter a specific widget by date the user needs to first open the filter menu by clicking on the filter icon.
Then the user can either select one of the default values on the selector or pick a custom date range by opening the calendar.
After selecting a date press apply, the widget data should now be updated according to the filter.
| The user can tell that a widget has a filter applied by the badge on the filter icon. |
Refreshing Widget Data
The user can refresh the data of the statistics shown by pressing the refresh icon on the dashboard toolbar.
After pressing the icon every widget show goes to a loading state and refreshes the data shown.
Download Usage Data
Allowed users will be able to download Usage Data from the eSign platform.
To do so the user needs to click the download icon on the download toolbar.
After a bit a modal should pop up, here the user should choose the pretended year for the data download, from the available years on the selector.
To initialize the download the user needs to press the download button.
After doing so the modal should close and after a while a download should pop up on the browser, in some cases the user may be prompted to allow the website to save files to the pc, if such pop up appears the user should press allow.