The Alto service usage dashboard allows you to track your usage of chargeable services, including E-Sign and Verification checks.
By default, the dashboard is filtered to This month, enabling you to monitor usage during your current billing period. You can adjust the date filter to view usage across any time period.
Note
We’re gradually replacing Alto’s Classic reports with the more insightful and flexible Analytics
Reports in Analytics are organised into dashboards. Each dashboard contains multiple tabs, with each tab displaying a collection of reports (charts, KPIs, and tables).
Accessing the Alto service usage dashboard
- Click Reports on the main navigation bar
- In the dropdown menu, click Analytics
- Click the Alto service usage dashboard
Once your dashboard is open, you can click the ellipsis (three dots) in the top right hand corner to:
- Present dashboards in a clear, visual format for meetings
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Schedule reports to be sent automatically to your inbox or team
Plus, you can hover over a chart, KPI, or table and click the ellipsis (three dots) in the top right hand corner to:
- View underlying data to explore and export detailed information
What does this dashboard show?
The Alto service usage dashboard provides a structured view of your service usage, allowing you to:
- Track usage of E-Sign envelopes - A group of one or more documents sent together for electronic signature in a single request)
- Track usage of Verification checks - Identity, AML, and source of funds checks
- Monitor activity within your current billing period
- Understand how usage is distributed across branches and users
- Identify trends in service usage over time
When would I use this dashboard?
You might use the Alto service usage dashboard to:
- Monitor usage against your monthly allowance
- Identify users or branches with high service usage
- Track E-Sign activity (sent, completed, voided, declined)
- Review verification checks and their status
- Support billing reviews and cost management
Tabs within this dashboard
E-Sign
Tracks usage of E-Sign envelopes. Usage is accurate as of yesterday’s close of business.
- Sent envelopes - Envelopes sent within the selected date range
- Completed envelopes - Envelopes completed within the selected date range, regardless of when they were sent
- Voided envelopes - Envelopes voided within the selected date range, regardless of when they were sent
- Declined envelopes - Envelopes declined within the selected date range, regardless of when they were sent
- Top 10 senders - Who are the top senders of envelopes
- Envelopes sent by branch - Envelopes sent within the selected date range by branch
- Envelopes sent by source - How envelopes were sent during this period: Adhoc, Terms of Business, or Lettings Progression
- E-Sign usage table - Details of envelopes sent within the selected period
Verification checks
Tracks usage of verification checks (e.g. ID, AML, Source of Funds). Usage is accurate as of yesterday’s close of business.
For billing, charts show total usage volume. Your invoice will calculate the charge of any usage above your subscription allowance, based on your number of standard licences.
- Completed ID and AML checks - Charged at £7 +VAT per check (outside of subscription allowance)
- Completed Source of Funds checks - Charged at £7 +VAT per transaction
- AML only checks - Charged at £4.50 +VAT per check
- Top 10 requesters - Who are the top requesters of verification checks (includes incomplete checks)
- Checks by status - The check is billed in the month Thirdfort complete its report, regardless of when the check is sent to your client
- Completed checks by type - Completed checks are billed in the month when Thirdfort generate the report, regardless of when the task is sent to the client
- Completed checks by branch - Number of completed verification checks by branch
- Table of verification checks - The event date is updated based on the task status. For In Progress checks, this will be the date the task was sent to the client, or the date they began the process with Thirdfort (whichever is more recent). For Completed checks, the date is when the report was completed by Thirdfort
Did you know...
You can learn more about the different features of Alto Analytics on Alto Skills - click here to find out about our standard Analytics features or click here for advanced Analytics
If you have other questions about Analytics, you can book a 30 minute Q&A session here with one of our Solutions Specialists to find out more
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Related Help Centre articles that you may find useful.
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Related e-Learning/video training as part of Alto Skills. Alto Skills offers self-paced digital learning in the form of skills.