EF Helpdesk

This guide covers the key features of Everflow's Reporting and Analytics, helping you navigate and utilize filters, column customization, and other tools effectively.

Overview

All Everflow reports under Reporting and Analytics are highly customizable to fit both your unique business needs and your role in the organization.

They help you dive deep into your data, gain valuable insights across various dimensions of your business, and contextualize those findings.

So let's go through some of the ways to customize the ways you can view, filters, and break down your data.

Basic Settings

Time Zone and Currency

Use the dropdown menu to change your time zone and currency.

Report Actions

Click the three dots menu

to:

Save your report for later

Open a saved report

Set up automatic email reports

Request a report that is too large to download

Copy Link to Report to share with other Network Users

Show API Request of the report to copy the exact call for API data pulling

User Share Offer(s) Details (available only in the Offer report) to create a recipient list of all Partners currently running the Offers through Communication Hub

Filters

Filters help you focus on specific data. To use them:

Click the funnel icon

to see all filters

Apply filters for dimensions like Offer, Partner, date range, country, and more.

Use Metric Filters to set thresholds (e.g., only show Offers with >1000 clicks).

Combine multiple filters for highly specific data views.

Remember to click Run Report to update the report with added or removed filters.

Filter Reference

Filter Name‍

Description

Offer

Filters data based on specific offers (your promotional campaigns)

Advertiser

Narrows results to show data from particular advertisers (also known as Brands)

Partner

Filters data to show information from specific affiliate partners, publishers, or influencers

Offer Group

Allows filtering by grouped Offers (campaigns)

Coupon Code

Filters data based on specific Coupon Codes used

Smart Link

Filters results based on smart link performance

Partner Tier

Narrows data to show results from partners in specific tiers

Tracking Domain

Filters data based on specific tracking domains used

Offer URL

Allows filtering by the specific URLs associated with Offers

Partner Manager

Filters data to show results managed by specific partner managers

Account Manager

Narrows results to show data managed by particular account managers

Sales Manager

Filters data to display results associated with specific sales managers

Account Executive

Allows filtering of data based on assigned account executives

Partner Billing Frequency

Filters results based on how often partners are billed

Label

Enables filtering by custom labels applied to various elements

Business Unit

Filters data to show results from specific business units or departments

Why Filters Matter:

Isolate specific campaign elements for detailed analysis
Identify top performers and underperforming segments
Focus on data relevant to your current analysis or decision-making needs
Save time by filtering out irrelevant data

Graph

The graph provides a visual representation of your data, making trends and patterns easier to spot:

Choose two metrics to compare (like clicks and sales)

Choose from various metrics like Clicks, Conversions, Revenue, Payout, and more.

See trends over time

Spot unusual changes quickly

Show results to others easily

Detailed Report

Table Actions

Click the vertical dots

to:

Export the table as a CSV or JSON

Customize Columns to include or remove specific metrics

Show API Request will display the details to make the call with applied filters in the selected formatting

Column Customization

Use the Column Customization option in Table Actions to prioritize which metrics are shown first or next to one another.

Drag elements up or down to customize the display order of metrics.

This feature allows you to focus on key metrics or view related metrics side-by-side for improved analysis.

Columns

Many columns, such as Clicks and Total CV, offer the option to click a button to see a click/conversion report in a new tab.

Clicking on the number in the Invalid Clicks column displays a graph with error messages explaining why clicks were determined Invalid (through the Click report).

Tips for Effective Reporting

Customize Your View: Use Column Customization to create a report layout that makes sense for your business needs.
Prioritize Key Metrics: Drag and drop column options to keep important metrics visible and group related data together.
Regular Analysis: Schedule reports to be sent to your email for consistent performance reviews.
Dive Deep: Use the click-through options on columns like Clicks and Total CV to investigate specific data points.
Compare Performance: Utilize the Variance Report to track improvements or declines across different time periods.
Custom Reporting Metrics: Create custom metrics with your own formula to be added to reports.

Explore Related Content

Expand your reporting capabilities with these other helpful reports.

➔ Partner Report: See how your Partners are doing.
➔ Advertiser Report: Check how your advertisers are performing (unless you are an Advertiser yourself).
➔ Offer Report: Track how your campaigns aka Offers are working.

These reports will help you better understand marketing performance. As you get comfortable with them, you can try more advanced features.

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