Client Dashboard

The Client Dashboard shows up-to-date statistics about all client projects that you have permission to access. In addition to the summary information at the top of the page, you can view different aspects of the data by individual project or by multiple projects and see a prediction of the next month's collection rate based on the current collection trajectory.

Client Administrators can view this dashboard on their Client page by clicking DASHBOARD or selecting and then Client Dashboard.

The following figure shows an example Client Dashboard.

1. Summary information at the top of the page includes the following client-specific information.
   • Active Projects - total number of active projects and archived projects. Deleted projects are not included in this total.
   • Active Users - total number of active users within the client.
   • Collected - total amount of data collected. This also includes deleted data.
   • Processed - the amount of data processed. This also includes deleted data.
   • Hosted - total hosted data, including data in the database, search index, and document files in active projects. This total includes loaded documents and concealed documents.
2. Overview provides the total hosted data for the last month and current month. This data includes loaded documents. Based on the hosted data for the previous and current months, we provide an estimated size for the next month's data.
   
   • To normalize the previous month's total, take the previous month's total data and subtract the size of any excluded data (deleted projects).

     previous normalized month = (previous month - excluded data)
     

   • To determine the growth rate, take the current month's total, subtract the previous month's normalized total, and then divide the result by the previous month's normalized total.

     growth rate = (current month - previous normalized month) / previous normalized month
     

   • For the estimated size for next month, take the current month's total and add the result of the growth rate times the current month's total data.

     prediction for next month = current month + (growth rate x current month)
     

3. Hosting Size Breakdown shows hosted data by SQL Database, Search Index, and Document Files as a percentage of the total. Toggle these labels to view and hide the data types. You can view the percentages for multiple projects or individual project.
   
   • SQL Database represents the total processed hosted bytes in the database.
   • Search Index represents the total processed hosted bytes in Elasticsearch.
   • Document Files represents the total hosted bytes in file hosting that were promoted for review.
     
4. Last 30 Days Usage shows the usage for data Collected, Processed, Promoted, and Hosted in SQL database, search index, and document files during the last 30 days. The horizontal axis represents the past 30 days and the vertical axis shows the storage amount (in GB). Toggle the labels to view and hide the usage types. You can view the percentages for multiple projects or individual project.

5. Data Hosted by Project describes the hosted data by project. Each row contains the following information for a single project. Deleted projects might appear if there is a wait period set (typically 30 days) before deletion.

   • Project - project name

   • Created Date - creation date for project
   • Hosted Size - total amount of hosted data per project
   • Users - total number of users with access per project
   • Document Count - total number of documents, excluding deleted documents
   • Project Status - current project status, Active, Deleted, or Archived
   • Archived Date - archived date for project, if applicable

   You can sort, filter, and export this table information. Refer to Export data hosted by project details for more information.

Related: Project Dashboard