Optimizely Reporting for Opal

Access your dashboards and reports for Optimizely Opal using Optimizely Reporting through your Opti ID account.

Prerequisites

• You need an Opti ID account.
• Your Opti ID user account needs a role for an Opal instance.

Site navigation

1. Log in to Optimizely Reporting at the following URL: https://home.optimizely.com/. 

2. Select Optimizely Reporting or use the product switcher in the global navigation bar.

   

   3. After you log in, scroll down and click the Opal Agent Usage dashboard for Optimizely Opal, or select Opal from the Product drop-down list. 

   

View Opal agent usage

The Opal Agent Usage dashboard displays a table that lists the agent IDs (@names) in your product instances and the total number of credits each agent consumed. The Agents > Setup > Details section in your Opal instance displays the agent ID. 

By default, the Opal Agent Usage table displays the total credits agents consumed in the last seven days. You can search by agent ID to view their individual credit consumption. This lets you monitor and compare credit usage across agents and plan your Opal credits usage accordingly. The table also displays the Opal Agent, the primary agent for chat and feature interaction.

Filter data 

1. Click Agent ID > is any value, and select one or more agents from the drop-down list. 

   

2. Click Usage Date > Last 7 Days, and choose a time period from the preset time periods or click Custom to set your own custom time period.  

   

3. Click Update. When you adjust the filters, you must click Update again to apply your new settings. 

   

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

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.    

Download the dashboard

To download the dashboard:

1. Click Dashboard actions > Download.

   

2. Complete these fields:
   • Format – Select PDF or CSV.
     • PDF – Generates one file for the dashboard.
     • CSV – Generates a file for each row in the dashboard.
   • Paper Size – Select Fit Page To Dashboard, Letter, Legal, Tabloid, A0, A1, A2, A3, A4, or A5. For 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 browser tab. This is only available for PDF format.
4. Click Download.  

Download data, sort, freeze, and resize columns in the data table

Hover your cursor over the table title row and click Tile actions to complete these actions:

• Download data – Complete the following:
  • Click Download data.
  • Select your desired Format.
  • (Optional) Expand the Advanced data options section and adjust how to format data for the download.
  • (Optional) Click Open in Browser to view the results in a browser tab. This is not available for Excel spreadsheet format.
  • Click Download.
• Resize columns – Click Autosize All Columns to rearrange the width of the columns according to your desired size. Click Reset All Column Widths to restore columns to their original size.

• Change view – Select Expanded to display the results in a floating table, or Full Screen to view them in a full-screen layout. 

  

Hover your cursor over the header row for either column (Agent ID or Total Credits Consumed). Click the sort icon to sort the tables in ascending and descending order. Click Column Options to complete the following actions: 

• Freeze – Complete the following:
  • Drag your cursor and select your desired rows from the column.
  • Click Freeze to keep these rows visible when you scroll through the table.
• Copy values – Click to copy values for the entire table. 

• Resize columns – Click Autosize All Columns to rearrange column width according to your desired size. Click Reset All Column Widths to restore columns to their original size.