Optimizely Reporting for Opal

Use the Opal Agent Usage dashboard to track how many credits each agent consumes across your product instances. 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.

Access Optimizely Reporting

1. Log in to Optimizely by going to home.optimizely.com. 

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

   

   3. 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. Search by agent ID to view that agent's individual credit consumption. Use this data to monitor and compare credit usage across agents and plan your Opal credit usage. 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 preset time period, or click Custom to set a custom range.

   

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 the following 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 over the table title row and click Tile actions to complete the following 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 resize columns to fit their content. 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 to select the rows you want from the column.
  • Click Freeze to keep the selected rows visible while scrolling.
• Copy values – Click to copy values for the entire table. 

• Resize columns – Click Autosize All Columns to resize columns to fit their content. Click Reset All Column Widths to restore columns to their original size.