The Summaries page in your Canary Service Panel ties together your triggers with the events they generate in Canary. When you create a new summary, you'll select at trigger, a time period, and the specific data stream monitored by that trigger; Canary then lists all the events generated in that given time frame when your payments data changed enough to trip that trigger.
To create a new summary in Canary:
- Open the Canary Service Panel, then click Summaries.
- Click Add New +.
- In the Event Summary tab, give your summary a title.
- Under Trigger Details, search for a trigger by name or click the text box to select one of your triggers from the drop-down menu.
- Click the Period filter to select a time period; set a custom date range or select from the default options (Today, Last 7 days, or Month to date).
- Select a Data Stream based on the selected trigger's configuration.
- To save the summary for future use, click the save icon beside the summary title.
In the Event Summary tab where you configured your new summary, a graph will appear displaying the actual values of the metric monitored by your chosen trigger over the set time period. In other words, if you designed a summary looking at data from the last week for a trigger than monitors your authorization rate, the graph will chart your authorization rate over the last seven days; any point on the graph representing a value that tripped the trigger and created an event will appear as a data point.
Click Trigger Details to view the configuration details for the trigger selected in your summary. If you need to make any changes to the trigger, click the pencil icon, edit the configured fields, then click the save icon.
Summary Data Streams
To configure a summary in Canary, you must select 1-2 data streams from the potentially numerous data streams monitored by the selected trigger. Data streams are created and identified by the filter options and filter parameters assigned to the trigger.
For example, consider a situation in which you create a trigger monitoring for when your authorization rate drops below 80%. For this trigger, you apply the Card Brand filter with the following parameters checked: Amex, Visa, and Mastercard. In doing so, you're telling Canary to monitor authorization rates for three different data streams (i.e. all transactions made with Amex, Visa, and Mastercard payment cards separately). If you later create a summary for that trigger, you'll need to select which card brand data streams you want to view event data for.
After you configure a summary, you can click the Events Lists tab to view an inbox-style table of the events relevant to the selected trigger, time period, and data stream. Click a row in the table to view additional context and details around the event in the Event List page of the Canary Service Panel.
Updated about 1 month ago