Product: VDRPro
Applies to: All managers
The Usage dashboard provides details about VDR usage that is reflected in the bills your organization receives from Intralinks. You can see your organization’s commercial terms with Intralinks, daily data usage (number of pages and for your Intralinks bills.
Note: If you have questions about billing, send them to Intralinks using the email address on your invoice.
Information on the dashboard is updated once every 24 hours. The dashboard shows information for the past 30 days. However, you can select a shorter or longer timeframe.
Depending upon your organization’s contract terms with Intralinks, some information in this article may not apply to you.
The Usage dashboard is divided into three sections: the Contract Information section, the Overview graph, and the Daily Usage Breakdown table. For Deal Prep VDRs, the dashboard has a Usage overview section, and separate sections for Pages, Storage, and Users.
Deal Prep VDRs are used to set up a VDR without a contract. A VDR with a preparation status is a phase in the VDR lifecycle after a contract has been signed.
Considerations about data usage and space
It is important to monitor overall usage in this dashboard. When you need to understand which documents are taking up more or less of your space, use the Document Count report. For information about this report, see Reviewing page counts - Document Count report.
Some files can include items or configurations that cause the file to take more space than expected. There are many reasons why files can take up more space than expected, for example:
- Text files that are converted to PDF - even small-sized text files may contain large amounts of data that will take a considerable number of pages in a PDF version.
- Files that contain hidden data or links to external content may pose a risk of inadvertent oversharing of information. These files, often Excel and PowerPoint, can occupy more storage space than is apparent from their visible content. Native document inspectors can identify and remove these configurations.
For these reasons, it is always a best practice to to be aware of the size of the data set that you are preparing for upload.
Accessing the usage dashboard
-
- From within the VDR, select the Insights & Reporting tab at the top of the screen.
- Click the Usage tab.
For non Deal Prep VDRs, you can use filters to display information for shorter or longer timeframes. The following filters appear on the upper right side of the screen:
- 7 Days
- 30 Days
- 3 Months
- All
The range of dates included in each timeframe option is displayed in the selection list. If data is not available for a particular timeframe option, that option is dimmed. Deal Prep VDRs show data for the interval between the VDR creation date until the last day data was updated.
Keep in mind that the data on the dashboard is updated once every 24 hours, and the filtered information is accurate as of the last update. Activity that occurs after the most recent dashboard update is included the next time the dashboard is updated.
The Contract Information section
The Contract Information section provides an at-a-glance view of your Intralinks contract and actual usage. If your contract covers more than one VDR, the information displayed is for all VDRs included in the contract. The Contract Information section is not available for Deal Prep VDRs.
Only users with the Manager Plus, Hidden Manager Plus and Manager Ltd roles can view the Contract tab.
The Total Uploads is the current level of daily usage. The day starts at 12 AM (midnights) and ends at 11:59 PM (EST).
The Billing Metric is specified on the contract. The metric may be the number of pages uploaded to the VDR(s); the size of the files uploaded, in megabytes or gigabytes; or the number of users who have access to the VDR. If the billing metric is Pages, an information button is displayed in the Overview section that displays additional information.
The Included Quantity is the number of pages or people, or the total file size you can add to the VDR without incurring additional overage charges. Current Usage show the actual usage since the VDR was launched. Not Used shows any remaining quantity available, if any, before overage charges may be applied; if an overage occurs, the title changes to Overage, and the overage amount is displayed.
The Contract Period is the time range covered by the contract.
The Overview graph
The Overview graph is a visual representation of your organization’s usage over the past 30 days. The graph shows actual usage, the included quantity, and any overages.
The Daily Usage Breakdown
The Daily Usage Breakdown provides a detailed day-to-day view of the information in the Overview graph. The information is displayed in a table format. The Daily Usage Breakdown section is not available for Deal Prep VDRs. Click the down arrow to expand the chart.
The Total Uploads is the usage, determined by the total volume of uploads for the day.
The Included quantity is the defined by your contract. Overages are calculated once usage exceeds this quantity.
The Daily Increase is the difference between the current day's and the previous day's usage.
The Monthly Overage is the sum of all daily overages in a billing cycle.
Usage tab in Deal Prep VDRs
The Usage tab is available in Deal Prep VDRs. Because a contract has not been signed, data for all billing metrics is shown, which can help you estimate usage when the VDR is in the Open phase and choose the best option for your deal.
In addition, a separate graph is displayed for each metric type - pages, storage, and users. By default, data is shown from the time activity has begun on a VDR until the current date, however, you can control the period of time shown in the graph.