Usage and billing dashboards

  • Updated

The Usage & Billing dashboards in the Opti ID Admin Center provide a central location to monitor your usage and billing data for all your Optimizely products.

Currently, it is only available for Optimizely Data Platform (ODP) but will eventually be available for all products.

Prerequisites

  • Must have Opti ID.
  • Must have one of the following:
    • Optimizely Configured Commerce
    • Optimizely Content Management System (CMS)
    • Optimizely Data Platform (ODP)
    • Optimizely Experimentation

View usage and billing data

In the Opti ID Admin Center, go to Usage & Billing.

Filter the data

By default, the dashboard displays usage and billing data for the current year. If you have a multi-year contract, you can adjust this filter to view data from a different contract year. The last time the system refreshed the data displays at the top. Any time you adjust the filters, you must click Reload to apply your new filters.

Click Hide filters to collapse the filters so they do not display on the dashboard.

Download a dashboard

To download the entire dashboard:

  1. Click Dashboard actions > Download.
  2. Complete the following fields:
    • Format – Select PDF or CSV.
      • PDF – Generates one file for the entire dashboard.
      • CSV – Generates a file for each tile within the dashboard.
    • Paper Size – Select Fit Page To Dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, or A5. For more information on A paper sizes, see papersizes.org.
      An additional Orientation option (Portrait or Landscape) displays for Letter, Legal, and Tabloid.
    • Expand tables to show all rows – Select this checkbox to display all rows in each table.
    • Arrange dashboard tiles in a single column – Select this checkbox to display dashboard tiles in a single column.
  3. (Optional) Click Open in Browser to view the results in a new browser tab. This is only available for PDF format.
  4. Click Download.

Similarly, you can download data for a specific dashboard tile:

  1. Click Tile actions > Download data.
  2. Select your desired Format.
  3. (Optional) Expand the Advanced data options section and adjust how to format the data for the download.
  4. (Optional) Click Open in Browser to view the results in a new browser tab. This is not available for all formats.
  5. Click Download.

Reset dashboard filters

To clear the current filter settings and reset to the default filter, click Dashboard actions > Reset filters. The dashboard automatically reloads to display data for the default filters.

Update the time zone

If you want to change the time zone for your dashboard, click Dashboard actions > Each tile's time zone. Select your desired time zone from the drop-down list, then click Update.

Expand dashboard tiles

To expand a tile on a dashboard, click Tile actions > View > Expanded. From the expanded view, use the left and right arrows to scroll through other dashboard tiles.