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4.2 Customize Reports

  • Tools to customize reports will be found in both the Reports and Performance Reports

  •  Use the Column Selector (gear icon) on the top left of the margin. A popup window will appear to customize the report:
    •  On the left side, check the columns you want to see on the report.
    •  Show/hide Advanced Columns on the top to see more/less columns.
    •  Check/Uncheck to quickly select or delete all the selected columns.
    •  On the right side use the icons to each row to reorder columns by dragging or deleting the unwanted.
    •  Once done, click on Close Column Popup.
  •  Use the Drill-down Report options to have the division of a detailed performance data for specific categories (e.g., select Countries and will break down daily performance by country)
  •  Use Report Filter to refine the report by specific criteria (e.g. such as affiliate, filter shows data for the selected affiliate only).
  •  Use the Activity Range filter to select the desired range date to run the report
  •  Click Run Report to generate the report based on the selected filters, providing updated results that align with the specified date range
  •  Click Export to download the report as Excel, CSV or PDF files
  •  The API feature is designed for the company, the affiliate/IBs or advanced users who need to integrate the platform's data into external systems, automate reporting, or retrieve data at scale without manually accessing the UI
  •  API Integration, located on the top right, reveals information necessary to query this report data directly via API. You can give permission to the affiliate/IBs to allow them to use this API feature
    •  Access any report through Track360 API Integration to retrieve reports directly into external systems if needed, connect with external reporting tools or CRM systems
    •  The URL used to directly copy and use for quick access
    •  The METHOD defines the HTTP request type required for API interaction. Here, POST is used, meaning users must send a POST request with specific parameters (such as filters) to the server, which processes the request and returns filtered report data. POST is typically used when submitting data to customize the output.
    •  The HEADER section outlines the necessary HTTP headers for an API request. These headers usually include an authorization token (e.g., Bearer token or API key) to authenticate and verify the request. They ensure secure access, preventing unauthorized retrieval of sensitive data.
    •  The BODY contains the parameters and instructions needed for the server to process the request. This includes details such as report type, user ID, filters, and specific data fields. The BODY dictates what data is retrieved, how it's filtered, and which columns are included in the final report.
  •  If you select cURL option, you can choose the desired command-line environment (e.g., Linux, Windows) and then Copy Clipboard used for transferring data
  •  Save button, the report that is last ran, will be saved for future references under a desired name
  •  View button, showcases last run reports. What that means is that reports saved before, will be stored in this button. Hit the “Load” button on the far right, to load specific reports saved.
    •  Use the Load button on the far right of the desired row to load specific reports saved.
  •  In every report there is options for each columns for management:
    •  Lock Column (lock icon) allows you to lock specific columns so that, when adjusting the order of other columns, the locked columns remain static.
    •  Sort Descending (arrow pointing down icon) to arrange the values in a column from largest to smallest, whether they are numbers or alphabetic characters. The locked columns will not be impacted by this change.
    •  Sort Ascending (arrow pointing up icon) to arrange values from smallest to largest. As with sorting descending, the locked columns will not be impacted by this change.
    •  Filter by Column enables column-based filtering based on specific criteria. After selecting the column you want to filter and the compression type, a new option labeled "Value" will appear in the filter dialog pop-up window. This allows you to input the specific information you wish to use for filtering the column