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Analytics

Deep dive into document generation performance with our comprehensive three-layer analytics system.

Overview

The Analytics page provides detailed insights into your document generation activity through three complementary views:

  • Wallet: Track your subscription quota and credit usage
  • Health: Monitor success rates, errors, and performance
  • Insights: Understand usage patterns and optimize costs

Accessing Analytics

  1. Click Analytics in the sidebar navigation
  2. Use the time period selector to choose your analysis window
  3. Switch between tabs to view different analytics layers

Wallet Analytics

Subscription Quota

Your subscription plan includes a monthly allocation of documents. The quota resets on your billing cycle date.

The quota card shows:

  • Used: Documents generated this billing period
  • Remaining: Documents left until reset
  • Days Until Reset: Time until your quota resets

Premium Credits

Premium credits are prepaid credits that:

  • Never expire
  • Used after subscription quota is exhausted
  • Can be purchased in credit packs

Usage Projection

Based on your recent activity, we project:

  • Daily Rate: Average documents per day
  • Days Until Depletion: When you might run out of resources
  • Recommendation: Suggestions if you're running low

Billing Breakdown

See how your documents are billed:

  • Subscription Quota: Included in your plan
  • Credit Pack: From purchased credits

Health Analytics

Status Breakdown

Track your document generation outcomes:

  • Completed (green): Successfully generated
  • Failed (red): Generation failed
  • Cancelled (gray): Cancelled before completion

The success rate donut chart gives you an at-a-glance view of your operational health.

Error Breakdown

When documents fail, see which categories are most common:

CategoryDescription
Template ErrorInvalid template configuration
Data ValidationInput data didn't match template requirements
Render ErrorPDF/Excel generation failed
TimeoutProcessing took too long
System ErrorInfrastructure issue
Quota ExceededNo credits available

Each error category shows:

  • Count of occurrences
  • Percentage of total errors
  • Trend indicator (up/down/stable vs previous period)

Processing Time

Understand how fast your documents are generated:

MetricDescription
AverageMean processing time
MedianTypical processing time (50th percentile)
P95Processing time for 95% of documents
P99Worst-case processing time

Processing Time Trend

Line chart showing how processing times change over your selected period.

Format Metrics

Compare performance by output format:

  • PDF generation times
  • Excel generation times
  • Average file sizes
  • Success rates per format

Insights Analytics

Top Templates

See your most-used templates ranked by:

  • Usage Count: Total documents generated
  • Success Rate: Percentage completed successfully
  • Rank: Position in your template lineup

Cost Attribution

Understand where your credits are being spent:

  • Credits used per template
  • Estimated USD cost
  • Percentage of total usage

This helps you identify:

  • High-volume templates that might benefit from optimization
  • Templates that consume the most resources
  • Opportunities for consolidation

Peak Usage

Optimize your workflow by understanding when documents are generated:

Peak Day: Which day of the week sees the most activity Peak Hour: What time of day is busiest

The distribution charts help you:

  • Plan capacity for busy periods
  • Schedule bulk generations during off-peak times
  • Understand team work patterns

Volume Trend

Track your usage over time with a dual-axis chart showing:

  • Documents generated per day
  • Credits consumed per day

Time Period Selection

Choose from predefined periods:

  • Last 7 days: Recent activity
  • Last 30 days: Monthly view
  • Last 90 days: Quarterly trends
  • This month: Current billing period
  • Last month: Previous billing period

Exporting Analytics

Export your analytics data in multiple formats:

CSV

Raw tabular data perfect for:

  • Spreadsheet analysis
  • Custom calculations
  • Data integration

JSON

Structured data for:

  • API integrations
  • Custom dashboards
  • Automated reporting

Excel (.xlsx)

Formatted workbook with multiple sheets:

  • Summary: Key metrics at a glance
  • Wallet: Quota and credit details
  • Health: Status and error breakdowns
  • Insights: Template performance data
  • Raw Data: Individual document records

PDF Report

Professional formatted report ideal for:

  • Stakeholder updates
  • Monthly reviews
  • Compliance documentation

Dashboard Widgets

Quick insights are also available on your main dashboard:

Quota Widget

Shows at-a-glance:

  • Subscription quota progress
  • Premium credit balance
  • Warning if running low

Success Rate Card

Displays:

  • Current success rate percentage
  • Trend vs previous period
  • Quick health indicator

Recent Failures Card

Lists:

  • Most recent failed documents
  • Error categories
  • Quick links to investigate

Best Practices

  1. Monitor Daily: Check the dashboard regularly to catch issues early
  2. Review Weekly: Analyze the insights tab to optimize templates
  3. Track Trends: Use volume trends to predict quota needs
  4. Export Monthly: Generate PDF reports for record keeping
  5. Address Errors: Investigate error categories to improve success rates
  6. Plan Ahead: Use projections to purchase credits before running out

Data Retention

Live Data (Last 30 Days)

  • Full document details
  • Individual job records
  • Download links available

Archived Data (30+ Days)

  • Aggregated metrics
  • Template usage statistics
  • Success/failure rates

When viewing analytics spanning both periods, you'll see a badge indicating the data source.


Common Questions

How often is data updated?

Analytics refresh automatically with a 2-minute cache. Click the refresh button to get the latest data.

Why is my success rate lower than expected?

Check the Error Breakdown section to see which categories are causing failures. Common issues include:

  • Invalid variable data
  • Template configuration errors
  • Network timeouts for large documents

How do I improve processing time?

  • Optimize template complexity
  • Use smaller images
  • Reduce page count where possible
  • Consider splitting large documents

Can I get historical data older than 90 days?

Yes, export data regularly to maintain your own historical records. The API also supports custom date ranges for programmatic access.


Related: Dashboard | Document Logs | Billing