Guide to the Offer Report

How to use, customize and understand the Offer Report

Genny avatar
Written by Genny
Updated over a week ago

Updated - Feature Release 3.4.2 (November 2023): SubID Flex Report access added to expanded sub menus within Offer and Partner Reports. [Click Here]


Table of Contents


Overview

The Offer Report provides you with a breakdown of your performance by Offer and the Partners promoting that Offer.
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Configuring Your Report

  • Navigate to Reporting - Offer.

  • First, enter the date range and any relevant filters, such as Offer or Account Manager, that your report should consider.

  • Use the Metrics Filters to limit your report to data based on thresholds you set. In the example shown, only Offers with more than 1000 clicks would be included in the report.

  • Save your filters, then click Run Report.


Viewing Your Report

  • Click on any of the clickable data points to expand your view of the data.

  • Click on the specific Offer to view the performance for any Partner running it.

  • Click the vertical dots at the end of any expanded row (showing Partner details) to select further options including:

    • View Partner

    • Open Flex Report

    • Open SubID Flex Report

    • View Custom Revenue & Payout

    • View Custom Caps

    • View Custom Throttle Rate

    • Add Conversion

  • Click the number in the Invalid Click column to see the reasons the clicks were deemed invalid.

  • Click the number in the Click column to see a preview of the first 1000 clicks.

  • To see a list of all clicks, click the Request Report button.

  • A notification will appear when the report is ready, and you can find it by navigating to Reporting - Saved & Scheduled > Requested Report tab.


Saving and Scheduling Reports

  • Click the vertical dots at the top right of the page and select Save to maintain your filters and name the report.

  • Click Load to use your saved reports later.

  • Click Schedule Report to automatically run and email the report based on the schedule you define.


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