Dashboard

Use our Dahsboard to track the health of your integration and discover all the things you would improve.

If, in your specific scenario, you delete connections immediately after synchronization, then the only relevant chart or table for you will be the Overall evolution and the Webview performance tab.

General

Start your day right: our general dashboard gives you a comprehensive overview of your domain's performance, perfect for a quick morning coffee read!

It is a perfect dashboard to get an answer to the following question: What is the use on my domain?

Overall evolution

This chart represents the evolution of users, and accounts, on the last 3 months. If you click on the pixel, you'll open a chart with the evolution of the last 360 days.

Connections state

This chart is a photograph. It aggregates all connection states on a domain. It includes all the sources that are activated on a domain. For example, if both the OpenApi source and the DirectAccess are activated on the Boursorama connector, both statuses will appear on this chart. This can help you to determine if you have some actions to do on your domain or not. For example, if the number of SCARequired is up to 10%, you should follow our guide to make them drop.

Most used connectors

This displays the most frequently used connectors. The compilation of this ranking is only using connections with error-free statuses.

Bank / Wealth

Experience the power of our default dashboard: our bank product is activated across all domains, allowing you to access our comprehensive dashboard as soon as you log in!

It is a perfect dashboard to get an answer to the following question: What is the use on the Bank/Wealth product?

Most used Bank/Wealth connectors

This displays the most frequently used connectors which have the bank and bank wealth capability. We compile this ranking using only the connections with error-free statuses.

Account types

This chart aggregates all account types that are currently synchronized on your domain.

Aggregate amount

This displays the aggregated amount of all accounts synchronized on your domain. A value is displayed for each currency retrieved on your domain.

Pay

This dashboard is only visible if the Pay product is activated on your domain.

It is a perfect dashboard to get an answer to the following questions:

  • What is the use of the Pay product?

  • At what stage do our payments get stuck?

Initiated payments

This is the number of payments initiated during the selected period. It includes all payment statuses (done, rejected, expired, etc.).

Successful payments

This is the number of payments that were successfully processed during the selected period. It includes all payments with a status of "done". Reminder: a payment may have been initiated before the selected period but successfully processed during it.

Successful payments amount

Good news! It has the same definition as successful payments, but it also displays the amount of the payment.

Finalized payments state

This displays the finalized statuses of the payments. Here is a description of each status:

StatusDescription

done

The payment has been executed and confirmed by the bank.

expired

If there is no definitive status after x days, the payment will expire.

rejected

The payment has been refused by the bank or the user.

accepetedNoBankStatus

The first controls succeed, but the bank will not return more info.

Ongoing payments state

This displays the status of payments being processed during the selected period. Here is a description of each status:

StatusDescription

created

The user has validated the payment.

pending

The payment is awaiting bank approval.

validating

The payment may still be declined by the bank or fail due to a technical issue.

error

The payment was unsuccessful due to a technical issue.

Rejected payments

This displays the status of the payments which have been rejected during the selected period. Here is a description of each status:

StatusDescription

NoAnswerFromCustomer

The customer has left the process.

CancelledByUser

The payment has been canceled by the user.

InvalidEmitter

The Iban of the user is not valid.

NoSpecifiedReason

The Iban of the user is not valid.

Webview performance

Please refer to the related section to get more information about the Webview performance dashboard.

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