Advocate offers various downloadable reports for your program and participant data. All reports have filtering options to allow you greater control over the data you download. Each report can be downloaded as a .csv or an Excel file.
This article explains the different reports and what type of data each includes. Refer to Run an Advocate Program Report for instructions on generating a report.
The User details report contains detailed information about each participant in all your programs. Export a list of all participants to keep your records up to date with their Advocate share links and referral codes.
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.
A full list of the fields can be found when downloading our sample CSV ![[Download]](https://paligoapp-cdn-eu1.s3.eu-west-1.amazonaws.com/impact/attachments/f01cdffa431a4d75ff09c130b66974d4-c521a4fb7f34ecdfb8758ccecbe3f865.svg)
user details report.
The User event export 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.
The Reward history 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 Referral history 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
A full list of the fields can be found when downloading our sample CSV referral activity 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
A full list of the fields can be found when downloading our sample CSV reward balances report.
The Available reward balances by user 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.
U.S. W-9 tax report
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!The US W-9 tax report shows participants' US W-9 tax status and earned or pending rewards by year.
Payouts and tax
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!The Payout and tax report shows participants' tax status and earned or pending rewards by year.
If your program provides cash payouts to participants, certain fields related to the participant's tax form status will be made available.
By default, the report includes:
Participant details like name, user and account ID, email address, and more
Date the participant's tax form—like a W-8 or W-9—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
The tax form status, e.g., valid, on hold, or pending. Payout hold reasons are also included in the report.