Dashboard

1min

Dashboard enables users to view key metrics on their usage of Data Inbox. The Dashboard screen will allow a user to select a Date Range for documents uploaded and view statistics regarding document processing, datapoint extraction, assignment, and review. 

To access your Dashboard, select the 3-dot icon on the bottom left of Data Inbox. Click Dashboard from the menu screen.

Dashboard
Dashboard

  1. Last Updated Date:
    • The as of date for all statistics displayed in Dashboard.
    • Anything done in Data Inbox after the last updated date will be reflected the following day.
  2. Date Range:
    • Users can select a historical date range of the past 30, 90, 180 days or Calendar Year to Date.
  3. Pages Processed:
    • The total number of pages across all documents that have been uploaded or reprocessed in Data Inbox within the specified Date Range.
  4. Datapoints Created:
    • The total number of data points automatically extracted by Patterns from any documents that were processed within the specified Date Range.
    • Note: Manually created data points are not included in this statistic.
  5. User Activity:
    • Shows the list of users that have been assigned documents to Review by a manager or team leader.
      • The Assignments column shows the number of documents still awaiting review by the assigned user.
      • The Reviewed Docs column shows the number of documents that have been marked as Reviewed by the assigned user.
  6. Manual Edits:
    • The number of manual changes made by a Human in the Loop (HITL) to data points that were automatically extracted by a Pattern.
  7. Reprocessed Documents:
    • The number of documents that were reprocessed within the specified Date Range.
  8. Document Assignment:
    • This pie-chart breaks down the number of documents that have been Assigned and the number of remaining Unassigned Documents for documents processed within the specified Date Range.