---
title: "Account Overview"
slug: "account-overview"
updated: 2026-05-06T15:55:23Z
published: 2026-05-06T15:55:23Z
canonical: "support.jacquard.com/account-overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.jacquard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account Overview

To navigate to the Jacquard Reporting Platform, click on **Reports** in the upper navigation bar and then click **Dashboard**. You’ll then land on the **Account Overview** dashboard.

![](https://cdn.document360.io/663534ca-c143-4b52-8f5a-2e2baec2b1b6/Images/Documentation/dashboard1.png?sv=2026-02-06&spr=https&st=2026-11-14T21%3A54%3A31Z&se=2026-11-14T22%3A54%3A31Z&sr=c&sp=r&sig=CUMU8o86vDSEmOSopPnVFkz5bpg9dA35sQGVhq5prMo%3D)

The Account Overview gives a high-level picture of performance across your entire account. It includes:

- Optimisation results
- Cumulative and monthly engagement metrics
- Touchpoints
- Overall activity metrics
- Channel breakdown

## Using filters to adjust displayed data

Each module’s data is filterable and is controlled by the dropdowns beneath the Account Overview headline in the upper portion of the dashboard.

You can filter your data by **Project name**, **Campaign name**, **Date**, or **Campaign type**. Simply click on the dropdown you wish to use and adjust the fields or tick the boxes in each before clicking **Add filter** or **Update filter**.

![](https://cdn.document360.io/663534ca-c143-4b52-8f5a-2e2baec2b1b6/Images/Documentation/image(38).png?sv=2026-02-06&spr=https&st=2026-11-14T21%3A54%3A31Z&se=2026-11-14T22%3A54%3A31Z&sr=c&sp=r&sig=CUMU8o86vDSEmOSopPnVFkz5bpg9dA35sQGVhq5prMo%3D)

The uppermost module of the Account Overview is the **Optimisation results** module. It contains a table showing key KPIs broken down by distribution channel and tracked metrics. Each row represents a metric tracked across all relevant campaigns for that channel. The **Engagement rate** column reflects the appropriate rate for each metric (click rate for a clicks metric, open rate for an open metric, etc.).

![](https://cdn.document360.io/663534ca-c143-4b52-8f5a-2e2baec2b1b6/Images/Documentation/optimisationresults1(1).png?sv=2026-02-06&spr=https&st=2026-11-14T21%3A54%3A31Z&se=2026-11-14T22%3A54%3A31Z&sr=c&sp=r&sig=CUMU8o86vDSEmOSopPnVFkz5bpg9dA35sQGVhq5prMo%3D)

## Exporting data

You can use the **meatballs menu ( ••• )** in the corner of any module to export the results into a CSV, XLSX, or JSON file.

![](https://cdn.document360.io/663534ca-c143-4b52-8f5a-2e2baec2b1b6/Images/Documentation/image-1775501290926.png?sv=2026-02-06&spr=https&st=2026-11-14T21%3A54%3A31Z&se=2026-11-14T22%3A54%3A31Z&sr=c&sp=r&sig=CUMU8o86vDSEmOSopPnVFkz5bpg9dA35sQGVhq5prMo%3D)

## Selecting metrics in graphs

The legend on the graphs in the Account Overview are clickable. Clicking on any item in the legend will toggle the associated data points on the graph on and off.

For example, if we click on **num_opens** in the legend of the graph below, we’ll get a better view of the other metrics.

![](https://cdn.document360.io/663534ca-c143-4b52-8f5a-2e2baec2b1b6/Images/Documentation/image-1776438556699.png?sv=2026-02-06&spr=https&st=2026-11-14T21%3A54%3A31Z&se=2026-11-14T22%3A54%3A31Z&sr=c&sp=r&sig=CUMU8o86vDSEmOSopPnVFkz5bpg9dA35sQGVhq5prMo%3D)

With **num_opens** toggled off, the Y axis adjusts and the remaining metrics expand to fill the graph.

![](https://cdn.document360.io/663534ca-c143-4b52-8f5a-2e2baec2b1b6/Images/Documentation/image (2).png?sv=2026-02-06&spr=https&st=2026-11-14T21%3A54%3A31Z&se=2026-11-14T22%3A54%3A31Z&sr=c&sp=r&sig=CUMU8o86vDSEmOSopPnVFkz5bpg9dA35sQGVhq5prMo%3D)

> [!NOTE]
> Why the Y axis may look unevenly spaced
> 
> In certain instances where opens and click data share a graph, the Y axis may appear unevenly spaced. This is because opens and clicks differ by an order of magnitude. The Jacquard Reporting Platform uses a power scale, which gives smaller values more room so both series stay readable in one view. The graph below provides an example of what this might look like in the platform.
> 
> 
> 
> ![](https://cdn.document360.io/663534ca-c143-4b52-8f5a-2e2baec2b1b6/Images/Documentation/image(44).png?sv=2026-02-06&spr=https&st=2026-11-14T21%3A54%3A31Z&se=2026-11-14T22%3A54%3A31Z&sr=c&sp=r&sig=CUMU8o86vDSEmOSopPnVFkz5bpg9dA35sQGVhq5prMo%3D)