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Introduction

The Insights Dashboard provides a unified view of user onboarding, endpoint performance, transaction activity, credential adoption, and scheduled reporting across your organization.

Prerequisites

  1. You must have a Tenant Admin account
  2. Insights Dashboard flag must be enabled.

Insights Dashboard Overview

The Insights Dashboard includes the following tabs:
  1. User Matrix
  2. Endpoint Activity
  3. Transaction Insights
  4. Credentials
  5. Reports
Each tab includes dedicated analytics, visual charts, and export options designed to help administrators understand system usage and performance.

1. User Matrix

The User Matrix provides a complete overview of user onboarding, enrollment, and growth trends.

Key Components

  • Onboarding Overview – Tracks total users, credential enrollment, and enrollment percentages.
  • Onboarding Growth – Shows user onboarding trends over selectable time periods.
  • Users Growth – Displays how many users were added over time.

Purpose

Use this section to monitor adoption, identify onboarding delays, and generate onboarding-related reports. For detailed documentation, see: “Understanding the User Matrix in Insights”

2. Endpoint Activity

The Endpoint Activity tab provides real-time visibility into endpoint health, performance, and growth patterns.

Key Components

  • Active Endpoint Health – Displays endpoint health categories (Healthy, Critical, Unknown, Offline, etc.).
  • Endpoint Growth – Tracks how many endpoints were added over a selected timeframe.
  • Endpoint Status – Shows the count of active vs. inactive endpoints.

Purpose

Use this tab to monitor operational devices, troubleshoot issues, and export endpoint health data. For detailed documentation, see: “Endpoint Activity in Insights”

3. Transaction Insights

The Transaction Insights tab provides analytics on system transactions such as access attempts, authentication events, and other recorded activity.

Key Components

  • Total Transactions – All logged transactions over the selected timeline.
  • Successful vs. Failed Transactions – Tracks access and authentication outcomes.
  • Transaction Trend Charts – Visual timeline of activity.
  • Filters – Filter by date range, location, endpoint, or transaction type.

Purpose

Use this tab to audit usage behavior, identify anomalies, and understand authentication patterns. For detailed documentation, see: “Transaction Insights Overview”

4. Credentials

The Credentials tab provides insights into how users are enrolling and using credentials.

Key Components

  • Total Credentials – All credentials created or active.
  • Credential Types – Breakdown by Face, Passkey, Badge, or other supported types.
  • Enrollment Trends – Charts showing growth in credential adoption.
  • Status Overview – Active, expired, or unused credentials.

Purpose

Use this tab to monitor credential adoption, manage user readiness, and export credential analytics. For detailed documentation, see: “Credential Analytics in Insights”

5. Reports

The Reports tab includes tools for generating, scheduling, and downloading reports.

Key Components

  • Scheduled Reports – Automatically generated at set intervals.
  • Generated Reports – Previously created reports available for download.
  • Report Filters and Schedules – Configure frequency, recipients, and report details.

Purpose

Use this tab to automate reporting and provide data summaries for compliance, audits, and leadership review. For detailed documentation, see: “Reports in Insights”

How the Tabs Work Together

These tabs provide a complete analytics ecosystem:
  • User Matrix shows who is onboarded.
  • Credentials shows what credentials they use.
  • Transaction Insights shows how they interact with your system.
  • Endpoint Activity shows the health of devices they use.
  • Reports lets you export and automate all this data.
Together, they create a holistic view of your organization’s operational and security status.