Learning more about your performance and commissions

Who is this article for?

This article will be useful to you if you are a partner on PartnerStack looking to use Reporting to get an in-depth look at how your partnerships are performing and where your commissions are coming from.

Reporting gives you the ability to view and download comprehensive data on your earned commissions, where the commissions are coming from, and a lot more. This can help you learn what is working well and what isn't so that you can improve your performance. 

To find Reporting, log into your PartnerStack account and click the Reporting tab in your top menu bar. 

If you're looking for statistics specific to one of your programs, check out your program's Performance tab.

Reporting dashboard overview

The Reporting tab consists of new performance reports and old legacy reports:

• The partnership performance report provides a centralized view of key performance metrics associated with each partnership. It enables you to track and analyze metrics such as clicks, signups, paid customers, revenue, and commissions.
• The link performance report provides detailed insights into the performance of your links across all partnerships. It tracks downstream data from clicks within the specified timeframe, capturing customer actions, transactions, and commissions generated by those clicks.
• The commission report provides a centralized view of all your earnings across all partnerships.

Partnership performance report

The partnership performance report provides a centralized view of key performance metrics associated with each partnership. It enables you to track and analyze metrics such as clicks, signups, paid customers, revenue, and commissions.

Partnership performance report columns

• Partnership: The unique name of the partnership
• Partnership status: The current status of the partnership, e.g., "Active" (ongoing partnership) or "Program Ended" (concluded partnership)
• Measure date (Day, Week, Month, Quarter, Year): The timeframe when the events occurred
• Team member: The member of your team who drove this click, customer, transaction, etc.
• Clicks: The number of clicks within the specified timeframe
• Unique clicks: The number of distinct clicks within the specified timeframe
• Signups: The number of customers created within the specified timeframe
• Paid customers: The number of paying customers within the specified timeframe
• Transactions: The number of completed transactions
• Revenue: The total amount of money earned through completed transactions
• Pending commissions: The total commissions earned but not yet approved, or those approved but awaiting payment.
• Paid commissions: The total commissions that have been approved and paid.

Partnership performance groupings

Grouping your partnership performance report allows you to focus on specific metrics you would like to dive into. You can apply up to two levels of grouping at a time to gain deeper insights.

The partnership performance report can be grouped by the following categories:

• Group by Partnership to evaluate performance metrics based on individual partnerships.
• Group by Team member to assess the performance and contributions of individual team members.
• Group by Measure date (Day, Week, Month, Quarter, Year): to identify performance trends over different periods.

Link performance report

The Link performance report allows you to generate insightful reports on your affiliate, referrer links, and landing page performances. You can analyze data such as clicks, unique clicks, signups, paid customers, transactions, revenue, pending commissions, and paid commissions.

Link performance report columns

• Partnership: The unique name of the partnership.
• Link: The unique tracking link provided by the partnership program.
• Landing page: The webpage where your link directs potential customers.
• Referrer page: The webpage where you have placed your link to drive traffic.
• Team member: The member of your team who drove this click, customer, transaction, etc.
• Click date: The timeframe when the events occurred.
• Clicks: The number of clicks within the specified timeframe.
• Unique clicks: The number of distinct clicks within the specified timeframe.
• Signups: The number of customers created within the specified timeframe.
• Paid customers: The number of paying customers within the specified timeframe.
• Transactions: The number of completed transactions.
• Revenue: The total amount of money earned through completed transactions.
• Pending commissions: The total commissions earned but not yet approved, or those approved but awaiting payment.
• Paid commissions: The total commissions that have been approved and paid.

Link performance groupings

Grouping your link performance report allows you to focus on specific metrics you would like to dive into. You can apply up to two levels of grouping at a time to gain deeper insights.

The link performance report can be grouped by the following categories:

• Group by Partnership to evaluate performance metrics based on individual partnerships.
• Group by Link to analyze performance metrics specific to individual links.
• Group by Landing page to access data based on the landing pages associated with links.
• Group by Landing page full URL to access data based on landing pages, including link parameters.
• Group by Referrer page to view performance metrics based on the pages where links are shared.
• Group by Team member to assess the performance and contributions of individual team members.
• Group by Link click date (Day, Week, Month, Quarter, Year): to identify performance trends over different periods.

Commission report

The Commission report provides a centralized view of all your earnings across all partnerships, allowing for deeper insights. This report streamlines workflows by consolidating key details, such as commission amounts, customer data, offer names, and Sub IDs.

• Created date: The date when the commission was earned
• Partnership: The name of the partnership
• Team member: The member of your team who drove this click, customer, transaction, etc.
• Offer name: The offer name provided by the partnership
• Commission status: The status of the commission (e.g., pending, approved, scheduled). Click here to learn more about commission statuses
• Customer name: The name of the customer associated with the commission
• Customer email: The customer's email is associated with the commission
• Customer key: A unique identifier for the customer
• Customer location: The customer's location
• Product key: A product key associated with the commission
• Action: The action associated with the commission (e.g., purchase, signup)
• Sub ID: A sub ID you have added to your links associated with the commission. Click here to learn more about Sub IDs
• Click date: The date when the click occurred
• Click location: The country where the click happened
• Link: The unique tracking link provided by the partnership program
• Referrer page: The webpage where you have placed your link to drive traffic
• Landing page: The webpage where your link directs potential customers
• Commission: The amount of the commission associated with the event
• Commission key: A unique identifier for the commission
• Target type: The event type triggering the commission (e.g., click, customer, transaction, lead, deal, manual commission, challenge

Using filters, groupings, and sorting

Performance data can be filtered, grouped, and sorted to help you narrow your focus. Filters may vary slightly depending on which report you are viewing, they are designed to enhance your analysis. Multiple filters, groups, and sortings can be selected at once to customize your report further.

Applying filters

1. Navigate to your Reporting tab
2. Click on the report you wish to explore
3. Click on the Filters button in the top right corner
4. Search and select the filters you wish to apply
   1. You can apply multiple filters to refine the data
5. To modify your filters, you can either clear a single filter or reset all filters at once

Applying groupings

Two grouping levels can be applied at a time for more detailed insights. Available groupings will differ slightly depending on which report you are viewing.

1. Navigate to your Reporting tab
2. Find the report you wish to explore and click on it
3. Click Group by in the top right corner
4. Select your Primary grouping
   1. Optional: If desired, select your Secondary grouping

Drill-Downs

Drill-downs allow you to access more granular data within your performance reports. This feature is useful for exploring the specific records behind summary statistics.

Note: Drill-downs are not available for the Clicks and Unique Clicks metrics

1. Navigate to your Reporting tab

2. Find the report you wish to explore and click on it

3. Apply any relevant filters, groupings, and select your desired date range

4. Click on the statistic (number) you'd like to drill into

5. Click Export data

6. You’ll receive an email within 30 minutes with a link to download the drill-down CSV file

Sorting columns

Columns can be sorted in ascending and descending order by clicking on the column header.
Your performance data can be simultaneously sorted by up to 3 columns at a time to allow you to customize the data shown.

1. Navigate to your Reporting tab
2. Find the report you wish to explore and click on it
3. To sort by multiple columns, hold down the Shift key and click on the headers of the columns you want to sort
4. Ensure you hold Shift while clicking each column header to maintain the sorting across multiple columns
5. To undo the multiple-column sorting, simply click on an unselected column header without holding Shift; this will revert to single-column sorting

Exporting report data

Data can be exported from your Reporting tab by following the steps below.

1. Navigate to your Reporting tab
2. Select a report you would like to export
3. Apply filters, groupings, and select a specific time frame (data range)
4. Click the three stacked dots in the top right corner
5. Click Export in the drop-down menu
6. You will receive an email within 30 minutes with a link to download the CSV

Ready to check out your reporting? Sign in to PartnerStack