Overview
The Payments dashboard shows trends and aggregate data related to payments made via the Element451 platform.
Accessing the Dashboard
The Payment dashboard can be found via the Insights sub-menu. The Insights module can be accessed from the Data + Automations dropdown in the top navigation.
Dashboard Features
The Payment dashboard displays year-over-year comparisons, weekly changes in payment data, and a wide variety of demographic information from payers.
Data can be viewed by overall performance, in specific time frames, and/or within a subset of student records.
Global Controls
Payment type: Select between deposits and application fees to see the variety of metrics for a particular type of payment.
Application Name: Filter your data for one or more applications.
To and From Date: Sets the date range filter for the dashboard.
Previous Period To and From Date: Sets the date range filter for the Previous Period data for comparison.
Segments: See your email/sms performance by calculated segment.
Demographics: Filter your data by state, term, major, or student type.
Segment Filters
The Payments report can only be filtered by certain dimensions by default. The segment filter is a great way to filter the report by dimensions that matter to you. Create a segment in the People module, and set it as a calculated segment.
Please allow 24 hours for new calculated segments to appear and filter correctly in Insights.
More on using segments and Insights together.
Metric Glossary
All metrics are calculated based on the specific datetime of a particular payment action.
Metric | Definition |
Payments Received | The number of payment actions taken given the selected parameters. |
Payment Amount | The dollar amount for payment actions taken given the selected parameters. |
Discount Codes Entered | The number of payment actions where a discount code was used. |
Discount Amount | The dollar amount of discounts applied where a discount code was used. |
Troubleshooting & FAQ
Why is there no data?
There are a variety of reasons an Insights report is blank. Try the following quick fixes:
Reset the report. Visualizations may be filtering the report. Check the date controls. If the date is too far in the past, it may pre-date your activity in Element451.
Check what fields are being used.
If data is still missing, there may be issues with your data in Element. Check out this guide for data cleanup.
How often does the Payments dashboard update?
The Campaigns dashboard currently refreshes once a day at 12:00 am Eastern.