Introduction

The PH dashboard gives you the opportunity and flexibility to view your partner reporting data in a variety of ways. This easy to use interface is self-service and provides global reporting with real-time clicks and near real-time transaction data that can be used to optimize your partner marketing campaigns on the fly.

Overview Tab

The Dashboard Tab provides a snapshot of your program performance with key performance indicators (or KPI’s) listed on the page. This includes Clicks, Commissions, Conversion Comparison, Order Value, Earning/Clicks, Payment, Popular devices, and real-time. Adjust the date range to view various timeframes of data instantly in the visual graph below. Previous period data and a comparison to the current period are calculated in the small bubble by each.

Real-Time Data Ticker

The real-time data ticker will measure clicks per second in real time.

Reporting Tab

The reporting tab in the PH dashboard allows you to view your partner performance data at both high and granular levels as well as provides a variety of pivots to filter your reports. You can also adjust which tracked currencies are displayed as well as select a single output currency to streamline currency values.

Grouping

The ‘Group By’ dropdown menu allows you to choose the metric you would like to have reflected in the Reporting Graph. This also means that any pivot categories you add will be sorted and prioritized by this metric.

There is also a ‘Grouping’ dropdown in the Reporting Table that allows you to see an even further breakdown of your activity by day, week, and month. All you need to do is select the grouping option, click on the row of the metric you would like a breakdown of, and the report will display in the ‘Conversion Items’ table below.

Multi-Pivot Category Filters

Multi-Pivot Category Filters – Adding multiple pivot categories allows you to fine tune the data you are viewing. You can now add these pivots modularly and remove them on the fly without disrupting the presentation of your data. Categories include:

  • Publisher
  • Campaigns
  • Products
  • Pubrefs (Campaign Token)
  • Adrefs (Partner Token)
  • Country
  • Conversion Type
  • Device
  • Traffic Source

Downloading Your Reports

There are several ways you can export your partner data.

To download a copy of the report, click on the blue button in the ‘Reporting Table’ and select the report you would like to export. This report by default will be sent to the email listed in your account settings, however you can also manually input an email of your choosing in the indicated field under “Download Options.” Once you have done so, click on the ‘Download’ button associated with either the Pivot or Items-level report you wish to output via email.

Other reporting export options include CSV files, as well as JSON and XML API links you can grab directly from the Report Download Options interstitial. Simply copy and paste the link in you browser window for a direct download.

Reporting API

More advanced users can take advantage of the Partnerize API to construct custom API pulls. See full documentation with all available end points and attributes here at Apiary.

Frequently Asked Questions

What are the differences between ‘Pending’ and ‘Approved’ transactions in my Reporting Table?

These types of transactions were implemented with our near real-time sales reporting feature. This means you can monitor your campaigns in near real-time, enabling you to optimize your partner account for increased revenue opportunities by viewing pending transactions that have not yet been billed to the customer referred by your partner link.

For more information on near real-time reporting and how it works, please read more here.

How can I change the timezones for my reporting?

All data can be displayed in the time zone of your choosing and you can select which day of the week your reporting starts for any preset weekly reports. To modify your day of week or time zone settings:

  • Go to Settings > Publisher
  • Under Account Settings, choose an option from the menu for Reporting Time Zone and Week Start
  • Scroll to the bottom of the page and click Apply