The following guide shows the basics of creating an affiliate report.

Step #1

To get to the page to create an affiliate report, simply go to Reporting, then Affiliate.

The affiliate report is broken down into three different categories: Summary, Performance, and the table of data. Summary shows important metrics such as clicks, total conversions, conversion rate, as well as payout/revenue metrics. Performance is a chart that shows how different metrics have been behaving. You can change the metric displayed on the graph by changing the Metric drop down menu. The table shows the raw data on the individual affiliates. You can order the table by any of the columns by clicking on the metric you would like to order it by.

Step #2

To create an accurate report, begin with setting a date range. We set it to encompass the last 56 days.

Pro tip - There are shortcuts for picking date ranges at the top. The shortcuts are Today, Yesterday, Last Week, Month to Date (MTD), Last Month, Year to Date (YTD).

Step #3

The next feature worth mentioning is Filters.  Filters allows you to narrow the data in the table by selecting certain metrics to be included in the report.

The following list are the filters available:

  • Offer
  • Advertiser
  • Affiliate
  • Creative
  • Offer Group
  • Campaign 
  • Affiliate Manager
  • Account Manager
  • Billing Frequency
  • Business Unit

We selected a few offers (Bigmac Android, Clash of Clans Android, Pet Rescue Saga, and Quickbooks Online) and a few of the advertisers (Intuit, King, and Machine Zone) to set as filters for the report. Click Save when finished. The filters will be listed underneath the date range, Filters, and Run Report button.

The next tab is Settings. This controls the Timezone and Currency of the report. Click Save when finished.

Step #4

Now that all the dates, filters, and settings have been adjusted, it is time to run the report. Do so by simply clicking Run Report.

The report now encompasses the last 56 days but only with the specific affiliates and advertisers that were chosen in the filters.

Step #5

Another useful feature of reporting is the Export function. You have the ability to download these reports in either CSV or JSON. Simply click on the Export function and select either CSV or JSON, then your download will begin.