SheerID Performance Dashboard

  • Updated

The Performance Dashboard is a powerful tool that offers at-a-glance data and allows you to download reports and visual graphics of all your programs.

The initial run of the Performance Dashboard reflects real-time data, but once loaded, the data is cached. The Performance Dashboard can be refreshed every 5 minutes, all other standard reports refresh every hour, and custom dashboards may have up to a 6-hour delay. Making any changes to the dashboard, such as adjusting a filter, will also generate fresh real-time results.

All data represented in the Performance Dashboard are based in UTC time.

To access the performance dashboard:

  1. Log in to MySheerID as a user with the Reporting permission
  2. Click on Reporting in the left nav

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Find additional reports, including demo dashboards, in the dropdown on the upper left. See our reporting glossary for an explanation of terms used in downloadable reports.

Filtering the Data

You can easily filter the dashboard by clicking in the fields along the top. Options available are any combination of:

  • Date range
  • Program Name
  • Eligibility
  • Country
  • Segment aka Community

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When filtering by years on the performance dashboard, the start date will be the beginning of that calendar year, rather than 365 days from the current date. To extract data that encompasses January 1 of a previous year, set the date filter to "months" and utilize 12 month increments.

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