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Publisher Performance Report

Overview

The Publisher Performance Report provides a detailed analysis of publisher performance, based on various performance metrics. It enables you to make data-driven decisions to maximize your return on investment and optimise your campaigns. For example, you can do the following:

• Identify high-performing publishers by sorting by Return on Investment.
• Examine the performance of each publisher or publisher type to identify those that generate a high number of clicks but fail to convert into transactions.
• Detect fraudulent activity through unusual clicks or transactions, and update your publisher list.

Tip: In the report table, to learn more about each performance metric, hover over the column header to view a short description.

The Publisher Performance Report consists of a dynamic chart and a customisable report table, which allow you to review and analyse the data in your report.

The rest of this article helps you to complete specific tasks in the Publisher Performance Report section in the UI.

Configuring the Publisher Performance Report

To access the Publisher Performance Report, from the Awin UI home page, select Reports > Publisher. By default, the report shows information for today.

Setting the date range

You can configure the Period settings to review a specific time period or date range.

To configure the Period settings for the report:

1. At the top of the page, under Period, click the period selection button (). The calendar appears.
2. Do one of the following:
   • From the list to the left of the calendar, select a predefined period.
   • Use the calendar to define a custom date range, then click Apply.
3. Click Generate Report.

Searching for specific publishers

After you configure the date range for the report, search for the publishers you want to include.

To search for a specific publisher by name or ID:

1. At the top of the Publisher Performance report page, under Publisher, click the publisher selection button (). The Publisher selection window appears.
2. Do one of the following:
   • To search for a single specific publisher, type a publisher name or ID. The publisher list updates.
   • To search for a list of publishers, copy and paste the list of IDs you want to search for, separated by a comma.
3. Select the publishers you want to include in the report:
   1. To include a publisher, select the corresponding checkbox.
   2. To exclude a publisher, deselect the corresponding checkbox.
   3. To select or deselect all publishers in the list, use the ID checkbox in the header row.
      • Tip: When you select publishers to include in the report, they are pinned automatically to the top of the publisher list. If you adjust the filter to return different results, your original selection is preserved. At any time, to clear the filter and view the publishers you selected, click Clear filters and see selected publisher(s).
4. To update the report with the selected filters, click Save, then click Generate Report.

Searching for publishers by tag or type

Publisher types are pre-defined categories that contain similar publishers, based on how each publisher categorises their own content, or the traffic they generate. For more information about publisher types, refer to the following pages:

• Publisher Types
• Frequently Asked Questions by Publishers - Beginner's Reference Guide

Publisher tags are custom categories that you create and manage in the Awin UI.

Note: To search for publishers by publisher tags, you must first create and assign tags to publishers on your programme. For more information, contact Awin support.

To search for publishers by publisher tag or publisher type:

1. At the top of the Publisher Performance Report page, under Publisher, click the publisher selection button (). The Publisher selection window appears.
2. From the Publisher Tag or Type dropdown menu, select the publisher tags and types you want to include in the report. Your selection is added to the filter list, and the list of publishers updates automatically.
3. Select one or more publisher tags or publisher types from the list. The publisher list within the selector updates.
4. Select the publishers you want to include in the report:
   1. To include a publisher, select the corresponding checkbox.
   2. To exclude a publisher, deselect the corresponding checkbox.
   3. To select or deselect all publishers in the list, click the ID checkbox in the header row.
      • Tip: When you select publishers to include in the report, they are pinned automatically to the top of the publisher list. If you adjust the filter to return different results, your original selections are preserved. At any time, to clear the filter and view the publishers you selected, click Clear filters and see selected publisher(s).
5. To update the report with the selected filters, click Save, then click Generate Report.

Filtering publisher performance by transaction status

1. At the top of the Publisher Performance Report page, from the Transaction Status dropdown menu, select the statuses you want to include in the report.
   • Tip: You can filter by more than one transaction status.
2. To update the report with the selected filters, click Generate Report.

Tip: To expand the column group to show the individual transaction status columns, in the report table, for Transactions, click the expand arrow.

Note: The transaction status breakdown is available only for the following grouped columns:

• Transactions
• Revenue
• Commission
• Average Order Value (AOV)

Filtering publishers by transaction type

1. At the top of the Publisher Performance Report page, from the Transaction Type dropdown menu, select the transaction types you want to include in the report.
   • Tip: You can filter by more than one transaction type.
2. To update the report with the selected filters, click Generate Report.

Customising the Publisher Performance Report

After you generate a report, you can select the chart type that appears at the top of the report, and customise the layout and appearance of the report table with various filters and formatting tools.

Configuring the report chart

1. To select the chart type for the report, on the right side of the page, above the chart, click the bar chart icon (), the column chart icon (), or the pie chart icon ():
   • The bar chart and column chart data represent the top ten publishers that meet your selection and filtering criteria.
   • For the pie chart, the top ten publishers are represented by individual segments, and all other publishers that meet your selection and filtering criteria are combined in the Others segment.
2. To represent a specific performance metric in the report chart, locate the desired metric in the report table, and click the corresponding column header. The chart updates automatically.

Note: By default, the chart shows data for the total number of transactions for the top 10 publishers on your programme, in descending order.

Pinning and unpinning columns in the report table

To maintain visibility of certain columns in the report, you can pin columns to the left and right sides of the table.

To pin or unpin a column in the report table:

1. hover over the column header for the column you want to configure. The Advanced Menu button () appears.
2. Click the Advanced Menu button (), then select the second tab, and click Pin Column.
3. Choose one of the following options:
   • No pin: unpins the column.
   • Pin left: pins the column to the left side of the report.
   • Pin right: pins the column to the right side of the report.

Applying advanced filters in the report table

To apply an advanced filter to a column in the report table:

1. Hover over the column header for the column you want to configure. The Advanced Menu button () appears.
2. Click the Advanced Menu button (), then select the first tab.
3. Configure the advanced filter:
   1. From the filter dropdown menu, select the type of filter you want to apply.
   2. In the text field, provide a value for the filter.
      • Tip: You can apply multiple filters to a single column.

The report updates based on the selected criteria.

Reordering or resizing columns in the report table

• To reorder columns in the report table, click and drag the column header or column group header to the position you want.
  • Note: you can only reorder individual columns within the corresponding column group.
• To adjust the width of a column or column group, in the header row, hover over the divider line to the right of the column header, then click and drag the column to the desired width.

Showing or hiding columns in the report table

To show or hide columns in the report table:

1. On the right side of the report table, click Columns. The side panel expands.
2. To show or hide a group of columns, click the corresponding checkbox. The table updates automatically.
   • Tip: Checked columns are visible in the report table, and unchecked columns are hidden.
3. To show or hide an individual column:
   1. Click the expand arrow for the column group you want to edit.
   2. To show or hide a column, click the corresponding checkbox.

The table updates automatically.

Saving, resetting, or exporting the report table

To preserve the layout, appearance, filters, and sorting you applied to the report table for future use, you can save the report table settings. Before you begin, ensure that you have configured the appearance of the report table, and any advanced filters and sorting, to your requirements. Alternatively, to permanently remove any changes you made, you can reset the report table to the default settings.

To analyse the report table in an external spreadsheet tool, for example Microsoft Excel or Google Sheets, you can download the table as an XLSX or CSV file.

1. On the right side of the report table, click Options. The side panel expands.
2. Do one of the following:
   • To save the report table settings, click Save Table Settings.
   • To reset the report table settings, click Reset Table Settings.
     • IMPORTANT: If you click Reset Table Settings, all of your configurations are removed permanently. This includes any pinned, moved, hidden, filtered, and sorted columns.
   • To download a copy of the report table, click Export as XLSX or Export as CSV. The file downloads to your web browser default download directory
     • Note: The Export as CSV option generates a file that contains all available columns and the full dataset. The Export as Excel option generates a file that contains only the visible columns and the selected dataset.