Reporting

Measure the success of your Identity Marketing Programs quickly and easily— all from the MySheerID platform.

Overview

The SheerID reporting dashboard is your one-stop shop for your verification tracking data.

To access the dashboard, click the Reporting icon in the left-hand navigation menu. Your initial view is an aggregate picture for all of your programs, including verification and trend visualizations.

Reporting Dashboard

Verifications

When you first access the dashboard, you will see your total verifications across all programs by result, method, and segment. To view data for a specific offer program, choose the program name from the dropdown menu in the top left-hand corner of the dashboard.

You can also filter the data based on segment, verification results, country, or date. See Filters for details.

Note: All accounts have access to a demo performance dashboard that is populated with simulated data, giving you a feel for the types of data and reports that are available within the performance dashboard. To access the demo dashboard, choose Demo Dashboard from the dropdown menu in the upper left corner of the Reporting section.

Filters

From the main dashboard view, there are several filters that you can apply to drill down into specific programs.

Program Filter

Click the dropdown caret next to Dashboard to view data for a specific offer program. Data for the selected program will be shown, if available.

Program Filter

Advanced Filters

Slice and dice your key metrics by important program attributes including:

  • Segment
  • Program
  • Country
  • Result
  • Campaign

Click Advanced Filters to reveal additional filtering options.

Note: Application of the Campaign filters allows you to slice your verification data based on the values sent for the utm_campaign metadata key. N/A is used for verifications without a value for this metadata key. See Campaign Tracking to learn more about automatically tracking UTM parameters for your program.

Advanced Filters

Date Filter

Click the date picker in the upper right-hand corner to choose a beginning and end date for your report.

Date Filter

Campaign Tracking

To help you see impact of your marketing efforts on verification volumes we provide the following visualizations:

Campaigns
Use this chart to see the ratio and amount of verifications which originated from each of your campaigns, as measured by usage of different values for the utm_campaign metadata key. N/A indicates no value for this key is included with the verification.

Your Campaigns

Daily verifications by Campaign
Use this chart to see how your campaigns performed over time.

Daily Verifications by Campaign

To analyze how your program performs over time, and how changes impact results by comparing verifications, we provide the following data visualizations in the dashboard:

Daily Verifications
See daily verification volume over time.

Daily Verifications

Year-over-year
See year-over-year verification volume.

Year Over Year

Month-over-month
See month-over-month verification volume.

Month Over Month

To download these data in CSV format for import into your own business intelligence tools, click the Report Center button in the upper right-hand corner of the dashboard (see below).

Report Center

The Report Center, accessed through the button in the upper right-hand corner of the reporting dashboard, provides several options for creating, viewing, and downloading verification reports.

Having accessed the Report Center, you will find two tabs, Reports and Scheduled.

In the Reports tab all reports created in your account over the preceding 30 days are listed. Past reports will show date and completion status, and can be selected for download or deletion.

Past Reports List

The Scheduled tab contains a list of all scheduled series of reports and their next run dates. See Schedule Reports below.

To generate new verification reports, click the Create New button in the upper right-hand corner of the Report Center page.

There are two options for creating new reports:

On Demand Reports

Creating an On Demand report generates a one-time report for immediate availability. For this option, click Create New from the Reports tab. You will then select a date range for the report, and choose whether to include or exclude be Personally Identifiable Information (PII), which is excluded by default.

Note: If you do not have Customer PII permission you cannot request or download reports that include PII. If you do have this permission, you will be prompted to provide a reason for creating a report (either On Demand or Scheduled) that includes PII. See reporter permissions to learn more.

You can also choose to be notified via email upon completion of the report. The email will include a link to your report, but you must log in to MySheerID to access it.

Create On-Demand Report

Upon making your selections and clicking Generate, your new report will be added to the Reports list, showing an “in progress” status while generating and downloading automatically when complete. If you have navigated away from Report Center, your new report will be available when you return through the download icon.

Scheduled Reports

Scheduled reporting is a new reporting alternative that allows you to create a series of reports to be generated automatically at recurring intervals of your choosing.

To create a Schedule of reports, click on the Scheduled tab in Report Center and then click on the Create New button. Select the date range you want these reports to capture, as well as when and how frequently you want to receive them.

For example, the image below shows creation of a weekly report that will include data for the previous seven days, and which will be generated every Monday.

Schedule Weekly Report

Options for inclusion of PII and email notification are the same as for On Demand reports.

Upon making your selections and clicking the Generate button, your new schedule of reports will be listed in the Report Center under the Scheduled tab. Here you can view the details of all active report schedules and see when their next reports will be run. Once a scheduled report is run, it will be added to the Reports list with all other past reports.

Scheduled Reports List

You can also discontinue a report schedule by deleting it from the Scheduled list. To delete a report, hover over the report in the listing, and click the bin icon.

Delete Scheduled Reports

To search for verification details on a specific customer, click the Search icon in the left-hand navigation menu.

See Search for more information.

Benchmark Reporting

To view your account’s performance compared to others, click More Data at the top of the page and select one of the Benchmark reports.

See Benchmark Reporting for more information.

Legacy Dashboard

To view legacy dashboards such as the Performance Dashboard and ROI Impact Dashboard, click More Data at the top of the page.