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.
User details Export a list of all participants to keep your records up to date with their Advocate sharelinks and referral codes. The user details report contains detailed information about each participant in all your programs. By default, the report will include participant information like:
When generating the report, you can optionally include:
A full list of the fields can be found when downloading our sample CSV user details report. | |
User events export Export all historic user events. 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:
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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. 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:
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:
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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. 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:
A full list of the fields can be found when downloading our sample CSV referral activity report. | |
Reward balances by user A list of all rewards with key information for fulfilling rewards manually, or in a system like Tango Card. 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:
A full list of the fields can be found when downloading our sample CSV reward balances report. | |
Available reward balances by user A list of available rewards to help with your bulk reward redemption process. 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:
A full list of the fields can be found in when downloading our sample CSV available reward balances report. | |
US W-9 tax report A report of participants' US W-9 tax status and earned or pending rewards by year. 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:
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