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Create Custom Reports in Data Lab

Before you begin: Refer to Data Lab Introduction before continuing with this article.

Step 1: Pick a visualization

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!
  1. From the left navigation menu, select engage-icon__v69b8313.svg [Engage] → Reports.

  2. Select Data Lab.

  3. Choose 1 of 13 visualizations to start your custom report.

    • You can add multiple visualizations of the same data, one visualization with different data, or switch between charts as you build your report.

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Step 2: Name your report and set a date range

  1. With your first visualization selected, give your report a name by selecting Untitled in the top-left corner.

  2. Below the report name, you can select or enter a date range, and, if needed, the comparison date range.

  3. Next to the date range, you can select for which programs and channels this report should show data. These filters will apply to all visualizations in the report.

    • Select ellipsis-h-solid__1_.svg [More] in the filter bar to add additional filters.

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Step 3: Modify the visualization

  1. You can name your visualizations by selecting Untitled and entering what you want to call the visualization.

  2. Next to the visualization name, you can select ellipsis-h-solid__1_.svg [More] to Delete, Clone, or Download a CSV or PDF file for the visualization data (exported CSV files can include comparison charts).

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Additional ways to modify visualizations

  • Change your visualization size by dragging the small arrow on the bottom-right of the visualization.

  • Move the visualization by hovering your cursor to the right of the visualization's name and dragging it to your desired location.

  • Change the visualization type by selecting it, then choosing one of the other visualizations above the right toolbar.

  • Add more visualizations to your report by dragging and dropping them onto an empty part of your report.

Step 4: Add data to your visualization

For each visualization, you can add Dimensions (which have blue icons next to them) and Measures (which have red icons next to them) if the visualization needs it. These can be called by other names, like "x-axis" or "series".

  1. To add a Dimension or Measure to a visualization, find the element you want to add from the toolbar on the right.

  2. Drag and drop that element under the X-Axis heading if it has a blue icon next to it or under the Series heading if it has a red icon next to it.

    • Alternatively, you can just drag and drop the Dimensions and Measures straight onto the visualization.

  3. You can rename the Dimension or Measure by selecting its label and then typing in your preferred name.

    • See tabs below to learn more about Dimensions and Measures

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Dimensions contain qualitative values (such as partner names, products, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data.

Dimensions reference table

Dimension

Description

Action Id

Numeric value that impact.com assigns to an action.

Action Status

Current life cycle status of the action.

Possible statuses:

  • Pending: Action is awaiting its locking date for approval, or to be manually approved. Actions that have been modified will also have this state.

  • Approved: Action reached its locking date and was approved, or was manually approved and will pay out the partner. No further modifications can occur.

  • Reversed: Action was reversed and will not pay out the partner.

Action Status Detail

Additional details to describe the status of the action.

Ad Campaign Group

The name of the ad campaign group. Ad campaign groups are used to simplify managing campaigns by bundling them together.

Ad Campaign Id

The unique identifier assigned to the campaign.

Ad Campaign Name

The name associated with each of the campaigns.

Ad Group Id

The unique identifier associated with the ad group.

Ad Group Name

The ad group name of the ad that triggered the click.

Ad Id

The unique identifier of the advert that drove the click.

Ad Name

The name of the ad on which the data is based.

Ad Placement

The location of the ad on the partner's page. Typical values are "Home", and "Forum".

Ad Position

Specifies the slot on the page the ad was on. Typically differentiates "Top", "Bottom", or "Side".

Ad Status

The current status of the ad.

Ad statuses include:

  • Active

  • Expired

  • Pending

Ad Type

The asset type, e.g., text link, rich media, article, coupon, image.

Alt Ad Id

The unique ID that impact.com assigns to an external promotional asset.

Alt Ad Name

The name of the external ad that triggered the click.

Alt Ad Type

The asset type, e.g., text link, rich media, article, coupon, or image of the external ad.

Batch Date

The date on which a batch file was created.

Batch Id

The unique identifier for a batch file.

Browser

Browser type such as Chrome.

Browser Version

The browser version number of the browser type. If the browser name is Chrome and the browser version is 65, it displays as Chrome version 65.

Catalog Product Brand

The name of the brand that owns the product catalog.

Catalog Product Business

A custom category which can be classified as a product subcategory.

Catalog Product Category

The group or kind of products with which the item is associated.

Catalog Product Current List Price

The current consumer price of the item.

Catalog Product Description

The description of the product.

Catalog Product Manufacturer

The person or group that makes the item.

Catalog Product MPN

Catalog Product Manufacturer Part Number.

Catalog Product Name

The name of the item in the catalog.

Catalog Product Original List Price

The original price of the item.

Catalog Product Stock Availability

The availability of the item. E.g., in stock, out of stock, or limited availability.

Catalog Product Subcategory

The second or third level of categorization for a product store.

Catalog Product Target Age Group

The age group that the item targets.

Catalog Product Target Gender

A specific gender meant to use the item.

Catalog Product URL

The URL that leads to the item's online store listing.

Category List

Category exception lists associated with partners who gets paid according to different rates based on a category.

Learn more about exception lists.

Channel

The marketing channel that drove the action.

City

The city derived from the Geo-Location of the event.

Content type

The ad type a creator used. E.g., an image.

Country/Region

Country derived from the Geo-Location of the event.

Country/Region Group

Territories or groups of countries derived from the geo-location of the event.

Creator Campaign ID

The unique identifier of the creator campaign.

Creator Campaign Name

The name of the Creator campaign.

Credit Tier

Credit policy of the event (Standard or Non-Preferred).

Currency

The currency in which amounts are displayed.

Customer City

The city in which the customer is located.

Customer Country/Region

The region (or state) in which the customer is located.

Customer Country/Region Group

Territories or groups of countries in which customers are located and derived from the geo-location of the event.

Customer Id

The unique identifier for a customer.

Customer Postcode

The postcode of the location in which the customer generated the action.

Customer State/Region

The region of the customer, such as APAC.

Customer Status

The type of customer (e.g., existing) that generated data for that row.

Learn more about customer status mapping.

Date

View product sales data by date.

Day Of Week

A specific day of the week.

Day Of Year

A specific day of the year.

Day Type

Indicates if the day is a weekday or weekend.

Deal Name

The name of the deal.

Learn more about deals.

Deal Scope

The extent to which the deal applies to the store.

Deal Status

The state of the deal. Statuses include:

  • Active: Deal is currently active.

  • Expired: Deal is not currently active.

  • Pending: Deal is currently waiting for approval.

Deal Type

What the deal offers. E.g., Gift with a purchase deal.

Delivery Type

Type of delivery method specified for an item, e.g., in store pickup.

Device Category

The specific category to which a device belongs, e.g., Desktop.

Device Group

The specific group to which a device belongs, e.g., Apple Mac.

Device Manufacturer

The group that makes the device.

Disposition Status

The reason for a reversed action, e.g., a returned item.

Due Date

Lists the due date of a specific payment

Event Type

The specific action by your partners' audience that was tracked. E.g., Online Sale/CPA, App Install, etc.

Event Type Category

The category to which the tracked action belongs, e.g., click, lead or sale.

Event Type Id

Unique identifier for the event type (or action tracker) that tracked this conversion.

Landing Page

The domain to which an action links.

Landing URL

The landing page's entire URL to which an action links.

Location ID

The ID of the location from where the customer generated the action.

Location Name

The name of the location from where the customer generated the action.

Location Type

The kind of location from where the customer generated the action.

Locking Date

The date on which an action locks.

Learn more about the action life cycle.

Media Type

The type of media property, e.g., website.

Modification Date

The date on which the modification took place.

Learn more about action modifications.

Modification Reason

The reason code for the modification or reversal.

Month

The year in which a measure occurred. It is based on a calendar year or customized reporting calendar if a brand has one set up.

Month Year

The month and year in which a measure occurred. It is based on a calendar year or customized reporting calendar if brand has one set up.

Network

A third-party network that won actions during the period specified for this report.

Note

Any notes added to a dimension.

Operating System

The operating system that the device currently runs on (e.g., iOS 10 or Android 4).

Order ID

Value that the advertiser assigns to the order—typically an order ID or confirmation number.

Original Currency

The currency in which an action was driven.

OS Version

The operating system version number.

Partner

The partner's name.

Partner (Partner Id)

A unique identifier for the partner's impact.com account.

Partner Company URL

A partner's company URL, which is their company property.

Partner Country/Region

The country/region in which the partner resides.

Partner Country/Region Group

The Country/Region Group to which the partner has been assigned based on their country.

Partner Currency

The currency code of the partner's default currency.

Partner Date Joined

The date on which the partner joined your program.

Partner Group

The partner group to which the partner is joined, e.g., creators.

Partner Group ID

The unique identifier for the partner group to which the partner is joined.

Partner Promo Method

The promotional methods for the partner, e.g., creator content.

Partner Size

The partner's impact.com size rating is determined by a number of factors and is represented by a scale rating, e.g. Extra Large, Small.

Partner State/Region

The State/Region in which a partner is based.

Partner Value

Custom values set for specific partners.

Payment Date

The specific date on which a payment was made.

Payment Type

This method of payment used for this conversion (e.g. Credit).

Posted Datetime

The date and time at which the transaction was posted.

Post type

The type of post a creator made. E.g., a TikTok post.

Post URL

The URL of the creator's post.

Product Brand

The brand associated with the product offering.

Product Category

Name of the category with which the product is associated.

Product ID/SKU

The product's stock-keeping unit referred by the ad and passed by the partner.

Product MPN

The product manufacturer part number (if available).

Product Name

The name of the product being offered.

Product Subcategory

The subcategory for the product referenced at the item level.

Product/SKU List

Name of the Product/SKU List associated with an item.

Program

The specific program for which you want to see data.

Promo Code

One of your assigned promo codes.

Promo Code Description

The description associated with a promo code.

Property ID

The identifier of the media property associated with the action.

Property Name

The name of the media property associated with the action.

Property Platform

The social platform associated with the media property.

Property Type

The type of media property, e.g., website.

Quarter

The quarter in which a measure occurred. It is based on calendar year or customized reporting calendar if brand has one set up.

Referral Datetime

The date and time of an event related to a referral.

Referral Window (days)

A manually configured timeframe as a default lookback period for valid conversions. Set up daily for a certain amount of days.

Referral Window (hours)

A manually configured timeframe as a default lookback period for valid conversions. Set up on an hourly basis.

Referring Domain

The domain that made the referral.

Referring URL

The URL from which the customer originated.

Routing Rule ID

The unique identifier for the routing rule.

Routing Rule Name

The name of the routing rule.

Routing Rule Type

The type of routing rule, e.g. block or redirect.

Shared Id

A tracking value shared with the brand.

Learn more about shared IDs.

State/Region

This is the state/region that impact.com tracks to the customer from the IP address at the time of the conversion.

Sub Id

Shows the SubID, if used for an action.

Learn more about sub IDs.

Subpartner

The name of the subpartner that exists within a subnetwork.

Subpartner ID

The ID of subpartner that exists within a subnetwork.

Terms ID

The ID for the partner's template terms.

Terms Name

The name of the template terms.

Text

A miscellaneous text parameter.

Traffic Source

Name of the referral traffic source.

Traffic Type

This specifies what type of traffic the partner is sending to the Brand's site. E.g., "incentivized","subaffiliate","email".

User Agent

User agent of the customer, used for device reporting purposes.

Week Of Year

The week of the calendar year in which a measure occurred. It is based on the calendar year or a customized reporting calendar if the brand has one set up.

Year

The year in which a measure occurred. It is based on the calendar year or a customized reporting calendar if the brand has one set up.

Step 5: Save and access custom reports

When you are done working on the report's visualizations, save and access your report.

  1. Select Save in the upper-right corner.

  2. From the left navigation menu, select engage-icon__v69b8313.svg [Engage] → Reports → More Reports.

  3. In the Category filter, select the Built category.

    • Your new custom report should be saved and available.

  4. Select your custom report to access it.

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