Before you begin: Refer to Data Lab Introduction before continuing with this article.
Step 1: Pick a visualization
From the left navigation menu, select
[Engage] → Reports.
Select Data Lab.
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.
With your first visualization selected, give your report a name by selecting Untitled in the top-left corner.
Below the report name, you can select or enter a date range, and, if needed, the comparison date range.
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
[More] in the filter bar to add additional filters.
You can name your visualizations by selecting Untitled and entering what you want to call the visualization.
Next to the visualization name, you can select
[More] to Delete, Clone, or Download a CSV or PDF file for the visualization data (exported CSV files can include comparison charts).
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.
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".
To add a Dimension or Measure to a visualization, find the element you want to add from the toolbar on the right.
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.
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
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.
Dimension | Description |
---|---|
Action Id | Numeric value that impact.com assigns to an action. |
Action Status | Current life cycle status of the action. Possible statuses:
|
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:
|
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:
|
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. |
Measures contain numeric, quantitative values that you can measure such as revenue, actions, or cost per click.
Measure | Description |
---|---|
Actions | |
Answered Calls | The number of tracked phone calls with a CallStatus of |
AOV | |
Bonus Cost | Any performance bonus cost associated with the action. |
Call Cost | Costs associated with converted call actions. |
Call Revenue | The total revenue from tracked call actions. |
Calls | The number of tracked calls. |
Click Through Rate | The number of Clicks divided by the total number of Impressions. |
Clicks | |
Client Cost | Client Cost charged by an Agency plus Total Cost. |
Comments | |
Commission | The total amount payable to a creator per campaign. |
Confirmed Actions | The total number of approved actions. |
Conversion Rate | The number of actions divided by the total number of clicks across your program. |
Converted Calls | The number of call actions—pay-per-ring, pay-per-duration, and pay-per-call conversions, excluding reversed actions. |
CPA | Cost per Action. The total action cost divided by the number of credited actions. |
CPC Cost (v1) | The Cost Per Click. The total cost divided by the total number of clicks. |
CPC Cost (v2) | The aggregated value of the amount due to partners for driving clicks. |
Discount Rate | The discount rate applied to any converted actions. |
Engagements | |
Flat Fee | The amount of compensation paid to creators for completing their campaign tasks. |
Followers | The number of followers across the creator's social platforms. |
Goods Cost | The total cost of products in the basket captured at conversion. |
Gross Action Cost | Costs associated with converted actions (including reversed actions). |
Gross Actions | The total number of actions (including Reversed Actions). |
Gross Discount Rate | The discount rate applied to any converted actions (including reversed transactions). |
Gross Revenue | The total revenue plus reversed revenue. |
Imported Actions | The total number of conversions (sales, app installs, etc.) imported from a third-party tracking system. |
Imported Clicks | The total number of link clicks imported from a third-party tracking system. |
Imported Cost | The Cost of Actions imported from third-party tracking systems. |
Imported Impressions | The number of audience views imported from a third-party tracking system. |
Imported Other Cost | Additional costs associated with performance bonuses, make good payments, and placement fees that was imported from a third-party tracking system. |
Imported Revenue | The total revenue of all driven actions imported from a third-party tracking system. |
Impressions | |
Item Count | The number of items sold for the product and category. |
Likes | |
Margin | Revenue minus Goods Cost. |
Money | A miscellaneous money parameter. |
Numeric | A miscellaneous numeric parameter. |
Open-ended Actions | The total number of pending actions. |
Original Action Cost | The commissions that were owed to the partner following the contract terms before a reversal occurred. |
Original Currency Revenue | The revenue generated by the action in the original currency. |
Original Order Discount | The value of the discount given including reversals, if any. |
Original Revenue | The sum of Revenue plus Reversed Revenue. |
Other Cost | Additional costs associated with performance bonuses, make good payments, and placement fees. Select the currency amount to see a breakdown of other costs for the partner over the selected period. |
Payable Clicks (v1) | The number of unique clicks tracked that registered payouts based on template terms (configured with CPC V1). |
Payable Clicks (v2) | The number of unique clicks tracked that registered payouts based on configured template terms. |
Raw Clicks | The total number of clicks tracked. |
Raw Impressions | The total number of times an ad or post were displayed on a user's screen. |
Reaches | The number of platform users who saw the post at least once. |
Referral Landing Page | The URL of the partner page that directed the customer to your landing page to perform the conversion. |
Revenue | |
Reversal Rate | The number of reversals divided by the number of total actions. |
Reversed Action Cost | The total Action Cost of Reversed Actions. |
Reversed Actions | The number of conversions that have been reversed across your program. |
Reversed Cost | The total amount paid to a partner that got reversed before the locking date. |
Reversed Revenue | The total revenue of Reversed Actions. |
ROAS | The value for the return on ad spent per event type over the selected period. |
ROI | This number represents Revenue divided by Total Business Cost. |
Shares | The number of times a creator's post got shared. |
Shipping | The shipping cost associated with the order. |
Tax | Any taxes assessed on the placement fee payment, if applicable. |
Total Business Cost | The total Cost of Goods plus Total Cost. |
Total Cost | Total cost includes payouts for actions, clicks, bonuses, and imported costs. |
Total Discount | The total value of discounts given. |
Views | The number of views that video content received for a post or per social platform. |
When you are done working on the report's visualizations, save and access your report.
Select Save in the upper-right corner.
From the left navigation menu, select
[Engage] → Reports → More Reports.
In the Category filter, select the Built category.
Your new custom report should be saved and available.
Select your custom report to access it.