Save Reports


Up to 30 reports can be saved, edited, and deleted by any user of your affiliate program permitted to access the Reporting Interface.


Follow these steps to save a report in the Reporting Interface:

  1. Use the Choose Report menu to select an existing report or select Build a new report to create a custom report.
  2. Customize the report by adding or removing columns or adding a filter and click View Report.
  3. Once your customized report has loaded, click the Save Report button, and select Save as New Report:

    save as new report.png

  4. This opens the Save As New Report modal:

    screenshot of save as new report interface.png

  5. Enter a name for the report and select or create a Report Category.
  6. Optionally, enter a description for the report.
  7. Click Save Changes.

Running Saved Reports

All your saved reports are displayed organized by the category you selected in the Choose Report drop-down menu. To run a saved report, select it from the menu and click View Report.

You can also get the API for any saved report.

Managing Saved Reports

Once you are running your saved report, you can edit its name, category, and description, or delete the report. Click Manage Report and follow the instructions below that correspond to the action you want to take:

1. Edit Report: 2. Delete Report:
  1. Select Edit Report Info:

    edit report info.png

  2. Make the necessary changes and click Save Changes.


You cannot make changes to the columns and fields included in the report. If you want to include different data in the report, you will need to create and save a new one.

Learn more about the capabilities available in the Reporting Interface.

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