View the Upcoming Partner Payments Report

Published on: Tue, 2 May, 2023 at 3:51 AM | Updated on: Thu, 22 Feb, 2024 at 12:35 AM

The Upcoming Partner Payments report shows upcoming payments for actions (partner payouts) and transfers (scheduled make-good payments, bonus payments, and paid placements).

You can use the drop-down menus at the top of the report screen to sort the data based on campaigns or a specific partner.

View or download the report

This report is accessible from the Finance menu:

From the left navigation menu, select [Menu] → Finance.
In the left navigation menu, select Reports → Upcoming Partner Payments.

You can also have this report emailed to you, or you can download it in a variety of formats. In the top right of the report:

Select [Email] to email the report right now, or schedule a recurring delivery.
Select [Download] to download the report in PDF, Excel, or CSV format.

Understand the report

There are seven (7) sections to this report:

Only sections that currently have data to report will appear in the UI.

Each section below describes the column headers of each report to help you better understand what each one means. For most report tables, the top row shows the value of all rows added up together.

Note

This report includes payments due for both approved and pending actions. To view partner payments for just approved actions or just for pending actions, use the Action Status filter found at the top of the report.

Action payments

This section reports on upcoming payments for locked actions.

Action Month	Indicates which month the partner's actions occurred in.
Due Date	Indicates the payment due date for these partner's actions.
Campaign	Shows the campaign and campaign ID associated with these actions.
Partner	Shows the partner's name and partner ID responsible for the actions.
Actions	Shows the total amount of actions that the partner has driven for the month. If the month isn't over, this value can increase. Click on the amount to view an Action Listing that shows each individual action.
Amount	Shows the full payment amount for the action payouts.

Manual transfers

This section reports on upcoming payments for manual transfers initiated through the Partner Funds Transfer screen.

Due Date	Indicates the scheduled due date for the transfer.
Date Created	Indicates the date this transfer was created.
Partner	Lists the name of the partner (and their ID) that's receiving the transfer.
Type	Indicates the type of transfer.
Note	Shows the note left with the transfer.
Amount	Shows the amount of funds for this transfer.

Performance bonuses

This section reports on performance bonus payments due from any contracts that include them.

Due Date	Indicates the scheduled due date for the bonus payment.
Revenue	Shows the revenue generated as a result of this bonus payment.
Actions	Shows the number of actions that qualified for a bonus payment.
Bonus Amount	Shows the total bonus amount that is due.
Tax	Shows the assessed tax on this bonus payment.
Campaign	Shows which campaign this bonus payment is associated with.
Partner	Shows which partner is receiving this bonus payment.
Event Type	Shows the event type that tracked this bonus payment.
State	Shows the current state of this payment.

Minimum EPC

This section reports the minimum earnings per click payment due if you have contracts with a Minimum Earnings Guarantee enabled.

Due Date	Indicates the scheduled due date for the minimum EPC payment.
Clicks	Shows how many clicks were recorded.
Cost	Shows how much the clicks costed you.
Min EPC Contract	Shows the agreed minimum earnings per click from the contract.
Min EPC Bonus	Shows the bonus amount being paid to reach the agreed minimum EPC amount.
Tax	Shows the tax assessed to this payment, if applicable.
Partner	Lists the partner that is receiving this payment.
State	Shows the current state of the payment.
Campaign	Shows the campaign associated with this payment.
Event Type	Shows the event type associated with this payment.

Paid placement fee

This section reports any fees due for paid placements.

Due Date	Indicates the due date for this placement fee payment.
Amount	Shows the amount of the placement fee payment.
Tax	Shows any taxes assessed on the placement fee payment, if applicable.
Campaign	Shows the associated campaign with this placement fee payment.
Partner	Shows the partner that will receive this placement fee payment.

CPC payments

This section shows payments for a CPC (cost per click) event type.

Payout Month	Indicates which month this CPC payment is from.
Due Date	Lists the due date of the CPC payment.
Campaign	Shows the associated campaign with this CPC payment.
Partner	Shows the partner that will receive this CPC payment.
Clicks	Shows how many clicks were recorded.
CPC	Shows the cost per click amount.
CPC Payout	Shows the full payment amount for CPC payouts.
Tax	Shows any taxes assessed on the placement fee payment, if applicable.

Performance bonus payments

If you still have legacy contracts that include performance bonus payments, this section shows any upcoming payments for them.

Action Month	Indicates which month this bonus payment is from.
Due Date	Lists the due date of the bonus payment.
Revenue	Shows the generated revenue associated with this bonus payment.
Amount	Shows the payment amount of the bonus payment.
Campaign	Shows the associated campaign with this CPC payment.
Partner	Shows the partner that will receive this CPC payment.

View or download the report

Understand the report

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