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Create Custom Reports in Data Lab

Published on: Wed, 24 Jan, 2024 at 12:13 AM | Updated on: Fri, 16 Aug, 2024 at 8:53 AM

Before you begin: Refer to Data Lab Introduction before continuing with this article.

Step 1: Pick a visualization

This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!

From the left navigation menu, select [Engage] → Reports.
Select Data Lab.
Choose 1 of 13 visualizations to start your custom report.
- You can add multiple visualizations of the same data, one visualization with different data, or switch between charts as you build your report.

Step 2: Name your report and set a date range

With your first visualization selected, give your report a name by selecting Untitled in the top-left corner.
Below the report name, you can select or enter a date range, and, if needed, the comparison date range.
Next to the date range, you can select for which programs and channels this report should show data. These filters will apply to all visualizations in the report.
- Select [More] in the filter bar to add additional filters.

Step 3: Modify the visualization

You can name your visualizations by selecting Untitled and entering what you want to call the visualization.
Next to the visualization name, you can select [More] to Delete, Clone, or Download a CSV or PDF file for the visualization data (exported CSV files can include comparison charts).

Additional ways to modify visualizations

Change your visualization size by dragging the small arrow on the bottom-right of the visualization.
Move the visualization by hovering your cursor to the right of the visualization's name and dragging it to your desired location.
Change the visualization type by selecting it, then choosing one of the other visualizations above the right toolbar.
Add more visualizations to your report by dragging and dropping them onto an empty part of your report.

Step 4: Add data to your visualization

For each visualization, you can add Dimensions (which have blue icons next to them) and Measures (which have red icons next to them) if the visualization needs it. These can be called by other names, like "x-axis" or "series".

To add a Dimension or Measure to a visualization, find the element you want to add from the toolbar on the right.
Drag and drop that element under the X-Axis heading if it has a blue icon next to it or under the Series heading if it has a red icon next to it.
- Alternatively, you can just drag and drop the Dimensions and Measures straight onto the visualization.
You can rename the Dimension or Measure by selecting its label and then typing in your preferred name.
- See tabs below to learn more about Dimensions and Measures

Dimensions contain qualitative values (such as partner names, products, or geographical data). You can use dimensions to categorize, segment, and reveal the details in your data.

Dimensions reference table

Dimension	Description
Action Id	Numeric value that impact.com assigns to an action.
Action Status	Current life cycle status of the action. Possible statuses: Pending: Action is awaiting its locking date for approval, or to be manually approved. Actions that have been modified will also have this state. Approved: Action reached its locking date and was approved, or was manually approved and will pay out the partner. No further modifications can occur. Reversed: Action was reversed and will not pay out the partner.
Action Status Detail	Additional details to describe the status of the action.
Ad Campaign Group	The name of the ad campaign group. Ad campaign groups are used to simplify managing campaigns by bundling them together.
Ad Campaign Id	The unique identifier assigned to the campaign.
Ad Campaign Name	The name associated with each of the campaigns.
Ad Group Id	The unique identifier associated with the ad group.
Ad Group Name	The ad group name of the ad that triggered the click.
Ad Id	The unique identifier of the advert that drove the click.
Ad Name	The name of the ad on which the data is based.
Ad Placement	The location of the ad on the partner's page. Typical values are "Home", and "Forum".
Ad Position	Specifies the slot on the page the ad was on. Typically differentiates "Top", "Bottom", or "Side".
Ad Status	The current status of the ad. Ad statuses include: Active Expired Pending
Ad Type	The asset type, e.g., text link, rich media, article, coupon, image.
Alt Ad Id	The unique ID that impact.com assigns to an external promotional asset.
Alt Ad Name	The name of the external ad that triggered the click.
Alt Ad Type	The asset type, e.g., text link, rich media, article, coupon, or image of the external ad.
Batch Date	The date on which a batch file was created.
Batch Id	The unique identifier for a batch file.
Browser	Browser type such as Chrome.
Browser Version	The browser version number of the browser type. If the browser name is Chrome and the browser version is 65, it displays as Chrome version 65.
Catalog Product Brand	The name of the brand that owns the product catalog.
Catalog Product Business	A custom category which can be classified as a product subcategory.
Catalog Product Category	The group or kind of products with which the item is associated.
Catalog Product Current List Price	The current consumer price of the item.
Catalog Product Description	The description of the product.
Catalog Product Manufacturer	The person or group that makes the item.
Catalog Product MPN	Catalog Product Manufacturer Part Number.
Catalog Product Name	The name of the item in the catalog.
Catalog Product Original List Price	The original price of the item.
Catalog Product Stock Availability	The availability of the item. E.g., in stock, out of stock, or limited availability.
Catalog Product Subcategory	The second or third level of categorization for a product store.
Catalog Product Target Age Group	The age group that the item targets.
Catalog Product Target Gender	A specific gender meant to use the item.
Catalog Product URL	The URL that leads to the item's online store listing.
Category List	Category exception lists associated with partners who gets paid according to different rates based on a category. Learn more about exception lists.
Channel	The marketing channel that drove the action.
City	The city derived from the Geo-Location of the event.
Content type	The ad type a creator used. E.g., an image.
Country/Region	Country derived from the Geo-Location of the event.
Country/Region Group	Territories or groups of countries derived from the geo-location of the event.
Creator Campaign ID	The unique identifier of the creator campaign.
Creator Campaign Name	The name of the Creator campaign.
Credit Tier	Credit policy of the event (Standard or Non-Preferred).
Currency	The currency in which amounts are displayed.
Customer City	The city in which the customer is located.
Customer Country/Region	The region (or state) in which the customer is located.
Customer Country/Region Group	Territories or groups of countries in which customers are located and derived from the geo-location of the event.
Customer Id	The unique identifier for a customer.
Customer Postcode	The postcode of the location in which the customer generated the action.
Customer State/Region	The region of the customer, such as APAC.
Customer Status	The type of customer (e.g., existing) that generated data for that row. Learn more about customer status mapping.
Date	View product sales data by date.
Day Of Week	A specific day of the week.
Day Of Year	A specific day of the year.
Day Type	Indicates if the day is a weekday or weekend.
Deal Name	The name of the deal. Learn more about deals.
Deal Scope	The extent to which the deal applies to the store.
Deal Status	The state of the deal. Statuses include: Active: Deal is currently active. Expired: Deal is not currently active. Pending: Deal is currently waiting for approval.
Deal Type	What the deal offers. E.g., Gift with a purchase deal.
Delivery Type	Type of delivery method specified for an item, e.g., in store pickup.
Device Category	The specific category to which a device belongs, e.g., Desktop.
Device Group	The specific group to which a device belongs, e.g., Apple Mac.
Device Manufacturer	The group that makes the device.
Disposition Status	The reason for a reversed action, e.g., a returned item.
Due Date	Lists the due date of a specific payment
Event Type	The specific action by your partners' audience that was tracked. E.g., Online Sale/CPA, App Install, etc.
Event Type Category	The category to which the tracked action belongs, e.g., click, lead or sale.
Event Type Id	Unique identifier for the event type (or action tracker) that tracked this conversion.
Landing Page	The domain to which an action links.
Landing URL	The landing page's entire URL to which an action links.
Location ID	The ID of the location from where the customer generated the action.
Location Name	The name of the location from where the customer generated the action.
Location Type	The kind of location from where the customer generated the action.
Locking Date	The date on which an action locks. Learn more about the action life cycle.
Media Type	The type of media property, e.g., website.
Modification Date	The date on which the modification took place. Learn more about action modifications.
Modification Reason	The reason code for the modification or reversal.
Month	The year in which a measure occurred. It is based on a calendar year or customized reporting calendar if a brand has one set up.
Month Year	The month and year in which a measure occurred. It is based on a calendar year or customized reporting calendar if brand has one set up.
Network	A third-party network that won actions during the period specified for this report.
Note	Any notes added to a dimension.
Operating System	The operating system that the device currently runs on (e.g., iOS 10 or Android 4).
Order ID	Value that the advertiser assigns to the order—typically an order ID or confirmation number.
Original Currency	The currency in which an action was driven.
OS Version	The operating system version number.
Partner	The partner's name.
Partner (Partner Id)	A unique identifier for the partner's impact.com account.
Partner Company URL	A partner's company URL, which is their company property.
Partner Country/Region	The country/region in which the partner resides.
Partner Country/Region Group	The Country/Region Group to which the partner has been assigned based on their country.
Partner Currency	The currency code of the partner's default currency.
Partner Date Joined	The date on which the partner joined your program.
Partner Group	The partner group to which the partner is joined, e.g., creators.
Partner Group ID	The unique identifier for the partner group to which the partner is joined.
Partner Promo Method	The promotional methods for the partner, e.g., creator content.
Partner Size	The partner's impact.com size rating is determined by a number of factors and is represented by a scale rating, e.g. Extra Large, Small.
Partner State/Region	The State/Region in which a partner is based.
Partner Value	Custom values set for specific partners.
Payment Date	The specific date on which a payment was made.
Payment Type	This method of payment used for this conversion (e.g. Credit).
Posted Datetime	The date and time at which the transaction was posted.
Post type	The type of post a creator made. E.g., a TikTok post.
Post URL	The URL of the creator's post.
Product Brand	The brand associated with the product offering.
Product Category	Name of the category with which the product is associated.
Product ID/SKU	The product's stock-keeping unit referred by the ad and passed by the partner.
Product MPN	The product manufacturer part number (if available).
Product Name	The name of the product being offered.
Product Subcategory	The subcategory for the product referenced at the item level.
Product/SKU List	Name of the Product/SKU List associated with an item.
Program	The specific program for which you want to see data.
Promo Code	One of your assigned promo codes.
Promo Code Description	The description associated with a promo code.
Property ID	The identifier of the media property associated with the action.
Property Name	The name of the media property associated with the action.
Property Platform	The social platform associated with the media property.
Property Type	The type of media property, e.g., website.
Quarter	The quarter in which a measure occurred. It is based on calendar year or customized reporting calendar if brand has one set up.
Referral Datetime	The date and time of an event related to a referral.
Referral Window (days)	A manually configured timeframe as a default lookback period for valid conversions. Set up daily for a certain amount of days.
Referral Window (hours)	A manually configured timeframe as a default lookback period for valid conversions. Set up on an hourly basis.
Referring Domain	The domain that made the referral.
Referring URL	The URL from which the customer originated.
Routing Rule ID	The unique identifier for the routing rule.
Routing Rule Name	The name of the routing rule.
Routing Rule Type	The type of routing rule, e.g. block or redirect.
Shared Id	A tracking value shared with the brand. Learn more about shared IDs.
State/Region	This is the state/region that impact.com tracks to the customer from the IP address at the time of the conversion.
Sub Id	Shows the SubID, if used for an action. Learn more about sub IDs.
Subpartner	The name of the subpartner that exists within a subnetwork.
Subpartner ID	The ID of subpartner that exists within a subnetwork.
Terms ID	The ID for the partner's template terms.
Terms Name	The name of the template terms.
Text	A miscellaneous text parameter.
Traffic Source	Name of the referral traffic source.
Traffic Type	This specifies what type of traffic the partner is sending to the Brand's site. E.g., "incentivized","subaffiliate","email".
User Agent	User agent of the customer, used for device reporting purposes.
Week Of Year	The week of the calendar year in which a measure occurred. It is based on the calendar year or a customized reporting calendar if the brand has one set up.
Year	The year in which a measure occurred. It is based on the calendar year or a customized reporting calendar if the brand has one set up.

Measures contain numeric, quantitative values that you can measure such as revenue, actions, or cost per click.

Measures reference table

Measure	Description
Actions	The total number of conversions (e.g., sales or app installs) tracked for a particular campaign. This number excludes any reversed conversions.
Answered Calls	The number of tracked phone calls with a CallStatus of `ANSWERED`.
AOV	The average order value associated with a partner. AOV = Revenue divided by Actions
Bonus Cost	Any performance bonus cost associated with the action.
Call Cost	Costs associated with converted call actions.
Call Revenue	The total revenue from tracked call actions.
Calls	The number of tracked calls.
Click Through Rate	The number of Clicks divided by the total number of Impressions.
Clicks	The total number of link clicks that took your audience to your partnered brand's landing page for the campaign.
Client Cost	Client Cost charged by an Agency plus Total Cost.
Comments	The total number of times that the audience left text commentary on creator content per social platform.
Commission	The total amount payable to a creator per campaign.
Confirmed Actions	The total number of approved actions.
Conversion Rate	The number of actions divided by the total number of clicks across your program.
Converted Calls	The number of call actions—pay-per-ring, pay-per-duration, and pay-per-call conversions, excluding reversed actions.
CPA	Cost per Action. The total action cost divided by the number of credited actions.
CPC Cost (v1)	The Cost Per Click. The total cost divided by the total number of clicks.
CPC Cost (v2)	The aggregated value of the amount due to partners for driving clicks.
Discount Rate	The discount rate applied to any converted actions.
Engagements	The number of audience actions taken after seeing your posted content. Actions can include reacting to the content, clicking a link, sharing the content, and more.
Flat Fee	The amount of compensation paid to creators for completing their campaign tasks.
Followers	The number of followers across the creator's social platforms.
Goods Cost	The total cost of products in the basket captured at conversion.
Gross Action Cost	Costs associated with converted actions (including reversed actions).
Gross Actions	The total number of actions (including Reversed Actions).
Gross Discount Rate	The discount rate applied to any converted actions (including reversed transactions).
Gross Revenue	The total revenue plus reversed revenue.
Imported Actions	The total number of conversions (sales, app installs, etc.) imported from a third-party tracking system.
Imported Clicks	The total number of link clicks imported from a third-party tracking system.
Imported Cost	The Cost of Actions imported from third-party tracking systems.
Imported Impressions	The number of audience views imported from a third-party tracking system.
Imported Other Cost	Additional costs associated with performance bonuses, make good payments, and placement fees that was imported from a third-party tracking system.
Imported Revenue	The total revenue of all driven actions imported from a third-party tracking system.
Impressions	The number of audience members that viewed content.
Item Count	The number of items sold for the product and category.
Likes	The number of "like" reactions to creators' content for this social platform.
Margin	Revenue minus Goods Cost.
Money	A miscellaneous money parameter.
Numeric	A miscellaneous numeric parameter.
Open-ended Actions	The total number of pending actions.
Original Action Cost	The commissions that were owed to the partner following the contract terms before a reversal occurred.
Original Currency Revenue	The revenue generated by the action in the original currency.
Original Order Discount	The value of the discount given including reversals, if any.
Original Revenue	The sum of Revenue plus Reversed Revenue.
Other Cost	Additional costs associated with performance bonuses, make good payments, and placement fees. Select the currency amount to see a breakdown of other costs for the partner over the selected period.
Payable Clicks (v1)	The number of unique clicks tracked that registered payouts based on template terms (configured with CPC V1).
Payable Clicks (v2)	The number of unique clicks tracked that registered payouts based on configured template terms.
Raw Clicks	The total number of clicks tracked.
Raw Impressions	The total number of times an ad or post were displayed on a user's screen.
Reaches	The number of platform users who saw the post at least once.
Referral Landing Page	The URL of the partner page that directed the customer to your landing page to perform the conversion.
Revenue	This is the total amount of sales creators/partners have generated for you from link clicks for a particular campaign.
Reversal Rate	The number of reversals divided by the number of total actions.
Reversed Action Cost	The total Action Cost of Reversed Actions.
Reversed Actions	The number of conversions that have been reversed across your program.
Reversed Cost	The total amount paid to a partner that got reversed before the locking date.
Reversed Revenue	The total revenue of Reversed Actions.
ROAS	The value for the return on ad spent per event type over the selected period.
ROI	This number represents Revenue divided by Total Business Cost.
Shares	The number of times a creator's post got shared.
Shipping	The shipping cost associated with the order.
Tax	Any taxes assessed on the placement fee payment, if applicable.
Total Business Cost	The total Cost of Goods plus Total Cost.
Total Cost	Total cost includes payouts for actions, clicks, bonuses, and imported costs.
Total Discount	The total value of discounts given.
Views	The number of views that video content received for a post or per social platform.

Step 5: Save and access custom reports

When you are done working on the report's visualizations, save and access your report.

Select Save in the upper-right corner.
From the left navigation menu, select [Engage] → Reports → More Reports.
In the Category filter, select the Built category.
- Your new custom report should be saved and available.
Select your custom report to access it.

Step 1: Pick a visualization

Step 2: Name your report and set a date range

Step 3: Modify the visualization

Step 4: Add data to your visualization

Step 5: Save and access custom reports

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