By default, Affilimate shows your transactions grouped by day and ordered chronologically.
But we have a number of reporting presets and custom filters to allow you to run more analyses over your unified transactions.
You can also run a CSV export of your transactions, to run more advanced or custom reports in Excel or Google Sheets.
In this article:
- Default transaction view
- Reporting presets
- Custom filters, groups, sorting
- Adding and removing columns
- Searching transactions
- Changing the date range
- Visualizing advertiser performance
- Exporting your transactions
Default transaction view
By default, your Transaction report contains all transactions from all websites, grouped and sorted by Date.
Presets are a pre-configured set of custom filters, groups, and sorting. They're a good way to start learning how to use Affilimate's reporting features without having to build your own report from scratch.
Presets you can choose from today include:
- Most refunded items - Which products are returned the most often. Recommended to look at a larger time period if your initial results do not show any commonly refunded items.
- Most profitable items - Which products you're selling that return the most profit. Recommended to write more articles featuring these products.
- Most purchased items - Which items are purchased most frequently. Recommended to see if the same product may convert better through another merchant if profit is low.
- Most cancelations - Which products are canceled most frequently. Similar recommendation to refunded items.
- Pages with most refunds - Which pages are generating the most refunds. Recommended to check your copy or recommendations for claims that may cause people to choose the wrong product for them.
- Highest earning links - Which links on your site are generating the most revenue. Recommended to check the display format and surrounding copy, and potentially produce more content about the product.
Custom filters, groups, and sorting
You can compose a custom report through a combination of filters, groups, and sorting.
These are located in the top section of the Transactions view and remain visible as you scroll through your Transactions.
Here are the options available today:
- Filter by Site
- Filter by any website you are currently tracking
- Group by
- Date (Default), Page, Origin domain, Product clicked, Product sold, Advertiser, Device, Network, SubID
- Sort by
- Date, Amount, Items sold, Items refunded, Items canceled
- By network, By Commission Status
- Collapse transactions and show only group names
For example, if you wanted to compose a report that tells you the "Most profitable devices" because you want to know how much revenue you earn on Desktop vs Mobile, you would do:
- Group By: Device
And this would result in the following report, with "Collapse" applied:
Here you can see the Desktop vs Mobile revenue.
In this case, the Desktop sales clearly outnumber the Mobile sales, but it could be a different split for your transactions.
You could, for example, then further filter this data by Advertiser, Product, Referring page, etc. to discover the device-level conversion split across even more granular dimensions.
Adding and removing columns
By default, your Transaction report shows the Commission Status, Product Name (when available), Advertiser, Referring Page, Sale Device, and the Commission.
But you can customize these columns as well with the Column Selector:
Available columns include:
- Status - The status of your commission, such as Complete, Pending, Refunded, or Canceled. More details into statuses can be found here.
- Product Name (SKU) - If a name is available for the product, this is shown. May also include the brand name, e.g. "Air Jordans (Nike)" in parentheses afterwards, if available.
- Advertiser - The advertiser or merchant who sold the product, if available.
- Date - The date the transaction occurred.
- Completion Date - If the product will be paid for or redeemed in the future, the date this will occur.
- Referring Page - The page on your website which referred the conversion, or the domain if using a site-level Label Rule.
- Origin domain - Which domain the sale came from, e.g. your website, facebook, instagram, etc.
- Clicked Product - When a sale is Smart Labeled, which affiliate product link the visitor clicked on before making a purchase.
- Click Date - The date and time of the click that led to the commission, if available.
- Order ID - The Order ID the transaction item belongs to, if available.
- Product ID (SKU) - The Product ID or SKU number of the product sold, if available.
- Device - Mobile, Desktop, or Tablet
- Commission Rate - When available, what was the commission percentage you earned for this item or order.
- Subid - The underlying subid attached to the transaction.
- Quantity - How many of the product was sold, if available.
- Price - The price of the product, if available.
- Commission - Your commission on the sale of the product.
You can search your transactions to quickly find and filter sales. Applying a search term will also adjust the earnings charts.
Your search term will be checked for matches across:
- Product Name
- Advertiser Name
- Referring Page
Results returned are inclusive, meaning the results need to contain the search term in just one of these four locations in order to be included in the results.
Changing the date range
By default, Affilimate shows your transactions from Yesterday, going back for the previous 30 days. But you can change these dates to a custom timeframe, or adjust it to see sales that have happened today so far.
To change the timeframe of the Transaction results, click this Dropdown to reveal your options:
From here, you can choose a pre-defined set of dates or click Custom.
You'll then choose a Start Date on the left, and an End Date on the right.
Note that date selection is exclusive, meaning that the transactions returned will not include those on the end date you select (as we do not include Today by default).
To include today, expand the timeframe until the following day. For example, if today is April 1, change the end date to April 2.
Note: Click data is connected with conversions on a nightly basis, the day after conversions have happened. If you opt to see Today's data, you may see unconnected sales, which will be connected within the next 24 hours.
Visualizing advertiser performance
The standard Transaction report breaks down daily earnings by Network, but you can change several settings to run analyses on an Advertiser-level instead.
Exporting your transactions
You can export a uniform format CSV or XLSX file of your Transactions within the Timeframe you've selected.
In most cases, you'll take the default export which contains all columns.
For more details about how Exports work, read our article about exporting your transactions.