Interface Dashboard
The Interface Dashboard gives you insight into short- and long-term
trends in your organization’s download activities and performance. It
provides convenient visualizations to help you analyze download data,
identify common issues or inefficiencies with download files. Use these
insights in conversations with employees and carriers to improve download
quality, so that more files are processed and fewer go to Suspense.
Click the Info
button 
for details on the data that populates on your
Interface Dashboard. A tooltip displays information on how long your data
is retained, as well as your settings for data aggregation and purging.
In most cases, data more than 365 days old is aggregated at a daily level
and data more than 1,827 days (five years) old is purged. These defaults
are managed by Applied, independent of the options in Interface
System Settings. If you have questions or concerns regarding these
settings, please contact Applied Customer Support.
The Dashboard charts populate differently for
non-aggregated and aggregated data. By default, your non-aggregated data
populates based on Download activity (that is, at the transaction level).
Your aggregated data populates based on your Aggregated
Level value.
Customizing your view
You can filter the data that populates in the
charts and the way values are calculated, depending on the date ranges,
transaction types, and/or carriers you want to view. Your selections do
not save; they revert to their defaults each time you access the Dashboard.
Select
how you want to view the data in the charts:
Select
Custom Range
to define a date range, or select the number
of days for which you want to view data.
If you select Custom Range,
the date fields default to the earliest and latest dates for which
you have data available. To change them, click the x in either field and enter a start date or a Through
date.
Select
to view All Transaction
Types or a specific transaction type.
Select
to view transactions for
All Carriers or a specific carrier.
Click
Apply Filters
to apply your selections to all charts.
Charts
The Dashboard charts provide graphical representations
of key download metrics, including total Download transactions, counts
and percentages of transactions sent to Suspense, and historical trends
in these metrics. To help you pinpoint any recurring issues with download
quality, you can also view the top reasons transactions are sent to Suspense.
The Carriers
By Suspended Transaction chart and the Reasons
for Suspense charts display the top ten carriers and reasons by
default. Use the View Data By
and Filter By options to filter
the data that displays.
For a full-screen view of a chart, click on
it. When you are finished, click the
Back button to close the full-screen view.
Carriers By Suspended Transactions/Carriers By Suspense Ratio
This stacked bar chart shows the total number
of transactions that processed and went to Suspense for each carrier.
Hover over a bar to display the count and percentage of suspended or processed
transactions for that carrier in a tooltip.
Reasons for Suspense
This bar chart shows the reasons downloaded
policies were sent to Suspense. Hover over a bar to display the total
number of transactions sent to Suspense for that reason.
Suspended Transactions By Date/Suspense Ratio By Date
This line chart displays trends in number or
percentage of download transactions sent to Suspense over time. Hover
over a data point to display the count and percentage of transactions
that went to Suspense.