Generate aggregated reports on brought-in clients, generated revenue, and orders

Content:

To analyze the performance of the affiliate system and view aggregated data (customers, revenue, and orders) generated by your sponsors, follow these steps.


Procedure

1. Access the administration section dedicated to Report generation.

2. When prompted to select the Report Source, choose Affiliates.

3. Configure the Dimensions (grouping criteria) to aggregate the data. To view totals for each sponsor:

  • Add the dimension Affiliate Name.
  • (Optional) If you want to see trends over time, add the dimension Sale Month.

4. Configure the Metrics (values to count or sum) you want to display:

  • Add the metric Referred Customers.
  • Add the metric Generated Revenue.
  • Add the metric Generated Orders.

5. (Optional - Date Filters) If you want to limit the report to a specific period, use available date filters such as Registration Date (for customers) or Order Date (for sales).

6. Start generating the report to view the aggregated results table.

The report will show one row for each Affiliate Name (or for each Sale Month, depending on chosen grouping), with aggregated totals of Referred Customers, Generated Revenue, and Generated Orders.