eCompass

Learn how to use eCompass™.

Welcome to eCompass by Digital River

eCompass, an advanced analytics platform by Digital River, provides your business with powerful insights into its sales and operations. This sophisticated data analytics tool is engineered to uncover the driving forces behind your company's success and pinpoint areas for enhancement.

Understanding your business's performance is key to maintaining a competitive advantage and reaching your objectives. Our eCompass system is designed with that in mind, offering an intuitive way to access and dissect a wealth of data for well-informed decision-making.

Capabilities of eCompass

eCompass has various features designed to streamline your business analytics and enhance decision-making.

  • Real-time data analytics: With eCompass, tap into real-time data across your sales channels for up-to-the-minute insights, enabling responsive and dynamic decision-making.

  • Custom reporting: Create custom reports tailored to your business needs, ensuring you get the data most relevant to your operational and strategic questions.

  • User-friendly dashboards: Access our user-friendly dashboards that visually represent your data, making complex information easy to understand.

  • Security and compliance: Ensure your data remains secure with eCompass's built-in security features, adhering to global data protection and privacy regulations.

  • Collaboration tools: Share insights and collaborate with your team directly within the platform to ensure that decision-making is informed and cohesive.

  • Integration capabilities: eCompass is fully integrated with Digital River API, Commerce API, and Global Commerce, allowing a unified view of all business operations.

By leveraging these capabilities, eCompass empowers businesses to navigate their data easily, unlocking valuable insights that drive growth and efficiency.

Getting started with eCompass

To begin leveraging the full potential of eCompass, follow these simple steps:

Request access to eCompass

Embarking on a journey towards enhanced data-driven decision-making for your business starts with gaining access to eCompass. This powerful platform is designed to offer insights and analytics essential for navigating today's complex business environment efficiently. Whether you aim to optimize your sales processes, enhance marketing strategies, or streamline operational efficiency, eCompass stands ready to assist. Below, we outline a simple process to request an eCompass account, ensuring you're on the path to unlocking your business's potential.

How to Request an eCompass Account

To request an eCompass account and start your journey towards smarter, data-driven decision-making, follow these steps:

  1. Navigate to the Solution Center: Visit the Solution Center and click Log in.

  1. Log in to the Solution Center: Provide your email address and password, then click Log in.

  1. Create a new case: Click the Create Case button to initiate your eCompass account request.

  1. Fill in the required information:

    • Client/Account: Input your account name.

    • Site ID: Enter the specific site ID associated with your account.

    • Subject: Provide a concise subject, such as "eCompass access request."

    • Description: Give a brief explanation of your request. For instance, you might say, "I want to access eCompass. My email address is jdoe@acme.com."

  2. Submit your request: Once all the necessary information is provided, click Submit.

After processing your request, Digital River will establish your eCompass account and invite you to activate it. Note that these credentials enable access to the Digital River Dashboard if you use the Digital River API.

Understanding Your eCompass and Digital River Dashboard Access

Upon receiving your eCompass credentials, it's important to understand the scope of access they provide:

  • eCompass access: Your credentials allow you to log in to eCompass, where you can leverage analytics and insights to drive decision-making within your business.

  • Digital River Dashboard access: The same credentials enable access to the Digital River Dashboard, should you use the Digital River API, offering a unified experience for managing your digital commerce operations.

However, it's critical to note:

  • Global Commerce access: These credentials are not valid for accessing Global Commerce.

Browser requirements

Configure your browser settings correctly to ensure a smooth experience while accessing eCompass. The following sections show you how to configure specific browser settings, which will help ensure compatibility and functionality. Adjust your browser settings as described to avoid any access issues.

Configuring Edge

To ensure that eCompass operates smoothly on Microsoft Edge, it's important to adjust certain settings within the browser. Proper configuration can eliminate common issues such as blocked content and functionality restrictions, making your navigation through eCompass hassle-free. Follow the steps outlined below to configure your Microsoft Edge browser for the best experience on eCompass.

  1. Go to Settings > Privacy and security.

  2. Set Cookies to Don't block cookies.

  3. Turn off Block pop-ups.

  4. Go to Settings > Edge

  5. Turn on Allow Cross-Website Tracking.

  6. Choose one of the following options:

Configuring Safari

Specific settings need adjustment to ensure a seamless experience on eCompass via Safari. The process below outlines the steps to configure Safari for optimal performance with eCompass. Follow these instructions to enhance your browsing experience and ensure the platform's full functionality.

Mobile:

  1. Go to Settings > Safari > Advanced.

  2. Turn off Block All Cookies.

  3. Tap Feature Flags and turn on all CSS flags.

Mac:

  1. Go to Safari > Settings > Privacy.

  2. Turn off Prevent cross-site tracking.

Activating your account

  1. Go to eCompass.

  2. To sign in to eCompass, enter your business email address and password, then click Sign in.

  1. When signing into eCompass for the first time, you can choose between SMS or Google Authenticator for MFA and complete the setup to sign in. Each method offers unique benefits:

    SMS:

    • Convenience: Almost everyone carries a mobile phone, making it easy to receive SMS messages without needing additional devices or apps.

    • Ease of use: Receiving and entering a code from an SMS is straightforward, requiring no technical knowledge.

    Google Authenticator app:

    • Increased security: Authenticator apps do not rely on potentially interceptable communication channels, making them more secure against interception or SIM swap attacks.

    • Offline access: These apps generate codes without needing an internet connection or mobile service, offering flexibility, especially when traveling or in areas with poor signal.

    Choosing between SMS or the Google Authenticator app depends on your preference for convenience versus security and your access to a smartphone capable of running Authenticator apps.

Once you're signed in, you'll have full access to the eCompass and other resources designed to help you effectively manage and analyze your sales data.

Signing in to eCompass

  1. Go to eCompass.

  2. To sign in to eCompass, enter your business email address and password, then click Sign in.

  1. Follow the MFA prompts (SMS or Google Authenticator) to validate your user account.

Accessing the eCompass documentation

To access the eCompass documentation, you must sign in to eCompass, and click Documentation under Support in the eCompass navigation bar.

Reviewing and changing your personal information

To ensure your information on eCompass remains accurate, follow these simple steps:

  1. Access Your Settings:

    1. Navigate to your profile by clicking your name in the upper right corner of the eCompass portal.

    2. Choose Settings from the drop-down menu to view your information.

  1. Review your personal information:

    • Verify your personal information is correct.

    • If you need to update your personal information:

      1. Go to the Solution Center, sign in, and click Create Case.

      2. Provide the following information:

        • Client/Account: Enter the name of your client or account name.

        • Site ID: Enter your site ID.

        • Subject: Enter a brief description of the issue.

        • Description: Provide a short description of what you want to change. For example, "Change my email address from jdoe@acme.com to jsmith@acme.com, and change my last name from Doe to Smith."

      3. Click Submit. You will be notified when your information changes.

  2. Reset your MFA settings:

    • The eCompass application requires multifactor authentication (MFA) to ensure maximum security. You can choose your phone number or Google Authenticator to set up MFA. If you need to reset your MFA settings, click the Reset button. eCompass will display the Sign-in page. Once you've signed in, eCompass will prompt you to reset your MFA settings.

Customizing your view

To create a new custom view, follow these steps:

  1. Filter the content on your dashboard and apply filters to the map accordingly.

  2. Enter a name for your custom view.

  3. You can select the Make it my default checkbox if you want your custom view to be the default one.

  4. You can also select the Make visible to others checkbox to make the custom view available to others who can see the original view.

  1. Click the Save button. Once you save a custom view, it will be available under My Views.

Understanding data retention

eCompass offers you access to sales and performance data for an extensive period of up to the last 25 months, ensuring you have a comprehensive historical perspective to inform your strategies.

You can use the dashboard's toolbars and filter features to customize the data displayed to suit your analysis needs. Each section includes graphical representations like maps, line charts, and bar graphs, with tooltips providing detailed figures upon hovering. This guide also clarifies questions about the dashboard's features and how to interpret the data presented, ensuring you derive the most value from your financial performance overview.

Signing out

To sign out of eCompass:

  1. Click your name in the upper right corner of the screen.

  2. Select Sign out from the drop-down menu.

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