How to Navigate a Report : Helpdesk

How to Navigate a Report

The following tutorial serves to cover the more minute details of reporting. Since most reports have a very similar structure, this tutorial will explain certain aspects of the functionality of said structure that were not covered on other tutorials.


Featured below is essentially the main menu for reporting. Navigating this menu is integral to creating an accurate report. Each function will be explained in detail.


The first step is to always Apply a Specific Date Range. This means setting a start date and an end date for your report. Certain reports (like Hourly and Click) allow you to set in specific hours as well as days. You can select from the calendar or choose one of the six shortcuts: Today, Yesterday, Last Week, Month to Date, Last Month, and Year to Date.


Next, you can apply filters. Filters allow you to target certain data based on Offer, Affiliate, Advertiser, etc. Filters are covered pretty thoroughly in other reporting tutorials. You can also access the Settings section by clicking on the section head or clicking on the Settings button on the main menu for reporting. Settings allows you to change the Timezone and Currency. Click Save when finished.


Now you are ready to run your report. You can run your report on the platform by clicking Run Report, or you can export it directly by clicking Export. Everflow restricts in-platform tables to 5,000 rows, so if you wish to look at more than 5,000 rows you should click Export before clicking Run Report. If you click Export after Run Report, you will only get the 5,000 rows of data because it is exporting a table already created on the platform. If you click Run Report your data will automatically load on the platform. If you click Export you will have to fill out the pop up below. This feature will allow you to email the data to any number of recipients. Here, you create a Name for the report, select a Format (either CSV or JSON), set Email Notifications, designate Email Recipients, and add Notes. Click Create when finished.


Now the data will be emailed to you in your preferred format. If you need to call up this report later, you can save the Filters/Settings and load them in the future. All you need to do to save a report is click the Save button, designate a Report Name, and click Save below. Now the custom Filters and Settings you have just set in place are saved under that report.


You can load these old reports and create new ones out of them. All you have to do is click Load and select which report you would like to call up. Then click Load to the bottom right. It is important to note that the Load function only calls up Filters and Settings, not the specific date range. If you are looking to open a report from the past with a specific date range you will have to load it and then manually enter the date range. 







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