Advocate offers different reports for your program and participant data. They can be downloaded in .CSV or Excel format. All reports have filtering options to allow you greater control over the data you download.
Refer to Run an Advocate Program Report for instructions on generating new reports.
Report |
Description |
|---|---|
User details |
Export a list of all participants to keep your records up to date with their Advocate sharelinks and referral codes. |
User events export |
Export all historic user events. |
Reward details |
A report of all earned rewards within your programs. Use this information to create balance sheets, track reward status at a specific point in time, and more. |
Referral activity |
A record of all referral connections made in your referral programs to analyze their rate of success and track new users being brought in. |
Reward balances by user |
A list of all rewards with key information for fulfilling rewards manually, or in a system like Tango Card. |
Available reward balances by user |
A list of available rewards to help with your bulk reward redemption process. |
US W-9 tax report |
A report of participants' US W-9 tax status and earned or pending rewards by year. |
The user details report contains detailed information about each participant in all your programs.
By default, the report will include participant information like:
Name
User and Account ID
Email address
Custom fields
Segments
Referral information (if applicable)
When generating the report, you can optionally include:
User stats, including analytics information about the participant like traffic, revenue, and more.
Referral share links and codes, if applicable. This information can be helpful as part of updating contact records in your CMS or email system to include each participant's Advocate share links and codes.
The user event exports report provides a record of all user events that we have received from your organization for your Advocate program. You can apply filters to narrow down a time range, event key, user ID, and more.
By default, the report includes:
Event ID
Event key
User and Account ID
Date Triggered
Date Received
Date Processed
The referral activity report provides a record of the status of each referral connection made in your referral program. This information can be useful when checking on the success of your program, and tracking the number of new customers your program has brought in.
By default, the report includes:
Referred friend details like name, user and account ID, email address, and more
Customer advocate details like name, user and account ID, email address, and more
Referral status
Moderation status
Reward IDs
The reward details report provides a detailed record of each of your rewards and their relationships with participants and referrals. This information can be useful in creating balance sheets, as well as getting the status of all your rewards at a point in time.
By default, the report will include reward fields information like:
Reward ID
Reward Type
Reward Value
A full list of the included fields can be found when downloading our sample CSV, sample Excel or sample JSONL reward details reports.
When generating the report, you can optionally include:
Participant details like name, user and account ID, email address, custom fields, segments, and referral information (if applicable)
Referral fields like referral ID, customer advocate fields, referred friend fields, and more
The Reward Details Report can be generated as a Snapshot Report. When a Snapshort Report is created, the Available Value, Redeemed Credit, and Reward Status fields will be calculated based on a specific point in time which you can configure. This provides you with the ability to retrieve historical data in your report.
The available reward balances report provides a list of unredeemed rewards. This report type is intended to be used as part of fulfilling rewards through the Bulk Reward Redemption process.
By default, the report includes:
Participant details like name, user and account ID, email address, and more
Reward unit
Reward currency
Available amount
A full list of the fields can be found in when downloading our sample CSV available reward balances report.
The reward balances by user report provides a record of outstanding rewards, including their value and intended recipient, that were generated through your referral program. This report is often used as part of fulfilling rewards manually, or as part of a batch process to a system like Tango Card. It can also be useful for tracking how much your referral program paid out in a given time period.
By default, the report includes:
Participant details like name, user and account ID, email address, and more
Reward type
Reward unit
Reward amount
The US W-9 tax report shows participants' US W-9 tax status and earned or pending rewards by year.
By default, the report includes:
Participant details like name, user and account ID, email address, and more
Date the participant's W-9 form was marked as submitted
US taxable value of rewards earned per tax year
Each participant's total number of rewards earned in the tax year