Before you begin: This user guide shows you how to use and interpret the new Data Load Status dashboard. The Data Load Status dashboard enables more granular monitoring of daily fetches for every connection of every data source. Only users with the Super Admin role have access to this dashboard. The dashboard is comprised of five tabs:
Navigate to the Dashboard
1] Login to TapClicks and on the Data menu, click Data Load Status.
Needs Attention Tab
2] When you navigate to the Data Load Status dashboard, you are taken to the Needs Attention tab. This tab is a summary of issues from the other tabs, which may need your attention.
Connections with credential or Smart Connector configuration errors
3] The top section of the Needs Attention tab contains the connection problems due to credential errors and Smart Connector configuration errors, listed by data source. The columns are as follows:
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Data Source: this is the white-labeled name of the data source (controlled in “Preferences”).
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Connection: this is the connection for the data source that is attempting to pull data.
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Lookback Period: this indicates how much data we try to fetch for new assignments (Initial Load) and for existing assignments (Periodic Load).
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Last Successful Fetch: the last time a fetch was successful for this service.
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Last Fetch Attempt: the last time a fetch was attempted for this service.
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Status: details about the credential failure for this connection.
4] To see the status of any error, hover your mouse over the status icon in the far right column.
5] You can sort the list on any column by clicking the column header.
6] You can search for a specific data source using the search box at the top.
Connections with issues to be investigated by TapClicks
7] The next section down contains non-credential connection errors. These errors can only be fixed by TapClicks. Please contact customer support to get these resolved.
8] You can sort and search this list as above.
Assignments with credential errors
9] The next section down contains the assignment problems due to credential errors, listed by data source. The columns are as follows:
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Data Source: this is the white-labeled name of the data source (controlled in “Preferences”).
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Assignment: this is the assignment from the data source that had an error.
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Client: this is the TapClicks client record that the assignment above is tied to.
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Item ID: this is the underlying identifier for the assignment.
- Last Successful Fetch: The last time a fetch was successful for this service.
- Details: this cell will indicate more details about the issue (highlighted in image below).
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Status: details about the assignment failure for this connection.
10] You can sort and search this list as above.
Assignments with issues to be investigated by TapClicks
11] The last section contains non-credential assignment errors. These errors can only be fixed by TapClicks. Please contact customer support to get these resolved.
12] You can sort and search this list as above.
Daily Data Load Status Tab
13] Click the Daily Data Load Status tab at the top to navigate there.
Today's Data Load
14] The columns are as follows:
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Data Source: this is the white-labeled name of the data source (controlled in “Preferences”).
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Status: the status of the fetch for the given service data source (highlighted in the image below). There are three options:
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Pending - the fetch for this service is currently pending behind a fetch that is in progress.
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In Progress - today’s daily fetch for this service is in progress.
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Complete - today’s daily fetch for this service has completed.
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Start Time: the time that the fetch for this service started; if empty, then this fetch has not started.
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Completion Time: the time that the fetch for this service completed; if empty, then this fetch is in progress.
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Duration: the duration of the fetch in hh:mm:ss.
15] You can sort and search this list as above.
Recent Daily Loads
16] The next section down is a summary list of the status of the most recent daily loads. The columns are as follows:
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Daily Fetch Date: the date that the daily fetch record is associated with.
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Start Time: the time that the fetch for this service started.
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Completion Time: the time that the fetch for this service completed; if empty, then this fetch is queued.
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Duration: the duration of the fetch in hh:mm:ss.
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Completed: If the given fetch has complete
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No - today’s daily fetch for this date has not completed.
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Yes - today’s daily fetch for this date has completed.
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17] You can sort and search this list as above.
Daily Loads (Last 14 days)
18] The bottom section has a bar graph display of how long each daily fetch took to complete. Hover your mouse over the bar graph to see each day's duration.
Connection Status Tab
19] Click the Connection Status tab at the top to navigate there. The columns are the same as the top section of the Needs Attention tab.
Assignment Status Tab
20] Click the Assignment Status tab at the top to navigate there. This tab shows the statuses of individual assignments that are connected to your clients. Even if the service successfully fetches data, there is a possibility that some data sets could not be obtained for certain assignments.
Assignment Status bar graph
21] Hover your mouse over the bar graph to see each assignment's status.
22] The statuses are as follows:
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Success: the number of assignments for this service that were successful.
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Credential Errors: the number of assignments for this service that failed due to a credential issue.
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Other Errors: the number of assignments for this service that failed due to an issue that TapClicks needs to investigate.
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Pending: the number of assignments for this service that still have yet to fetch data for the current daily fetch.
Assignment Status table
23] Scroll down to see the Assignment Status table. The columns are as follows:
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Data Source: this is the white-labeled name of the data source (controlled in “Preferences”).
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Assignment: this is the assignment from the data source.
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Client: this is the TapClicks client record that the assignment above is tied to.
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Item ID: this is the underlying identifier for the assignment.
- Last Successful Fetch: the last time a fetch was successful for this service.
- Details: this indicates how much data we try to fetch for new assignments (Initial Load) and for existing assignments (Periodic Load). These should be up to date, but if your client is seeing N/A for a field, please submit a bug ticket and we’ll execute the update as a bug flavored enhancement.
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Status: details about the assignment failure for this connection.
24] You can sort and search this list as above.
Notifications Tab
| NOTE: The notifications section applies to the entire TapClicks instance. Any emails you enter here will receive the notifications. They do not need to be a user on the instance. |
25] Click the Notifications tab at the top to navigate there.
26] Enter one or more email notifications, each separated by a comma, in the Email address(es) textbox.
| NOTE: Any Super Admin can update the comma separated list. It is best practice to not replace anything in this distribution list, but to add new records to the existing string so your colleagues don't miss any data. |
27] Enter the maximum number of email notifications to send per day in the bottom textbox.
What's next?
For more information about the Data Load Status page, check out our FAQ: https://support.tapclicks.com/hc/en-us/articles/4405689786139-FAQs-Data-Load-Status-Dashboard. If you need more assistance, our Customer Care team is standing by to help at customercare@tapclicks.com.