Purpose
This procedure outlines how to access the User's Actions & Outcomes dashboard, filter results by date range, and review key metrics, including Revenue Saved, outcome counts, Volume Saved, and user activity.
1
Configure the Insight View
- Click View Insights to open the User's Actions & Outcomes modal.
- In the Date Range picker, select the desired start and end dates to define the reporting period.
2
Analyze Detailed Metrics
- Click the Revenue Saved card to view the detailed breakdown.
- Review the breakdown, then click the Close icon to return to the main modal.
- Click an outcome count, such as No Issue, to view the merchants associated with that outcome.
- Review the merchant list, then click the Close icon to return to the main modal.
- Scroll the data table to the right to view additional metrics, including Volume Saved and Revenue Saved.
- Once the review is complete, click the Close icon to exit the User's Actions & Outcomes modal.
ⓘNote: Outcome counts are clickable throughout the dashboard. Select any outcome count to drill into the underlying merchant list and review the associated records.
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