Transactions Dashboard
The Transactions Dashboard is designed to give quick insight into the performance of your Rokt Transactions integration as well as insight into what factors are driving this performance. The trending chart allows you to view trends and compare important metrics.
Access
You can access real-time reporting to monitor the performance of all key metrics. The data is refreshed hourly. It’s indicative and revenue will be confirmed in your RCI statement.
- Log in the One Platform.
- Click on Reports in the left navigation bar.
- You will arrive directly on the Performance menu, which is where you will find the performance reports.
Modifying the Time Period and Increment
Custom Time Period
To program a custom start and end time click the "Date" section in the date range selection menu and choose your desired dates in the "From" and "To" date pickers.
Pre-defined Shortcuts
To use a pre-defined time period, click on "Shortcuts" in the date range selection menu. From this menu, you can then select the following options:
- Today: Data available for the current calendar date up until the time of your selection.
- Yesterday: Data for the previous calendar date.
- This week: Data for the first day of the current week (Sunday) up until the time of your selection.
- Last 7 days: Data for the previous 7 days. Does not include the current calendar date.
- Last week: Data for the first to last day of the previous calendar week.
- This month: Data for the first day of the current calendar month up until the time of your selection.
- Last 30 days: Data for the previous 30 days. Does not include the current calendar date.
- Last month: Data for the first to last day of the previous calendar month.
- This quarter: Data for the first day of the current calendar quarter up until the time of your selection.
- Previous quarter: Data for the first to last day of the previous calendar quarter.
- Last year: Data for the first to last day of the previous calendar year.
- This year: Data for the first day of the current calendar year up until the time of your selection.
Changing the Time Zone
You can adjust the time zone of your selected time period by clicking on the current time zone at the bottom of the date range selection menu and selecting your preferred time zone from the list.
Note on Previous Time Period
Note: When viewing a single metric on the trending chart, a dotted line will be shown as a comparison against the immediately previous time period. For example:
- If you're looking at a 24hr time period for the 5th of April, the previous time period will show 24hrs for the 4th of April.
- If you're looking at a 7 day time period for the last 7 days (30th March to 5th April), the previous time period will show the previous 7 days (23rd March to 29th March).
- If you're looking at a 31 day time period for the month of March (1st to 31st), the previous time period will show the previous 31 days (30th January to 29th February).
Modifying the Currency
At the top right hand side of the page, you can modify the currency that will be used to display all monetary metrics.
Viewing Multiple Metrics
By clicking on the summary tiles at the top of the page, you can select and de-select additional metrics to be shown on the trending chart.
When multiple metrics are shown on the trending chart, the previous time period comparison will be hidden.
The first and second metrics shown will have their Y-axis labelled on the left and right hand side of the screen, respectively. Any additional metrics will not have their Y-xis labelled on screen.
Filter by Segment
The "Segments" filter in the top right hand corner of the screen allows you to filter the data displayed in the Transactions Dashboard.
The available filters include Age, Gender, Device and Country.