Advocate offers a variety of program reports to help you understand how your referral programs are performing and assist you with manual reward fulfillment. For a review of the available report types and what they include, see Advocate Program Reports Explained.
In the left navigation menu, select Reporting → Imports & Exports.
Select Create Report.
Enter a unique report name.
Select a report type.
Select report fields and apply filters that are relevant.
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Choose the report format.
CSV
Excel
Select Create Report to generate your new report.
The report will begin generating. Depending on the amount of data requested, this may take some time to complete. We’ll send the person who generated the report an email with a download link when the report is ready to be viewed. Generated reports can also be viewed on the Imports & Exports page.