Introduction
Up to 30 reports can be saved, edited, and deleted by any user of your affiliate program permitted to access the Reporting Interface.
Instructions
Follow these steps to save a report in the Reporting Interface:
- Use the Choose Report menu to select an existing report or select Build a new report to create a custom report.
- Customize the report by adding or removing columns or adding a filter and click View Report.
- Once your customized report has loaded, click the Save Report button, and select Save as New Report:
- This opens the Save As New Report modal:
- Enter a name for the report and select or create a Report Category.
- Optionally, enter a description for the report.
- 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:
- Select Edit Report Info:
- Make the necessary changes and click Save Changes.
Attention
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.
- Select Delete Report:
- A pop-up will appear asking you to confirm. Click Yes, delete permanently to proceed.
Learn more about the capabilities available in the Reporting Interface.
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