Partner Marketing Reports
Share customized reporting views with third party marketing partners
Partner Reports allow you to generate dedicated reporting views for marketing partners such as affiliates, media buyers, and digital agencies.
Grant your marketing partners access to reports that show sales data limited to the marketing sources they provide, and limit access to other unrelated sales data.
Setting Up Partner Reports
Navigate to Settings > Partner Reports and choose Create Partner Report to set up a new custom report. Choose a Name for the custom report.
Select to Show Sales Revenue Columns, or exclude them from your marketing partner's report.
Choose the filters to apply on the report, to limit the the displayed data to specific marketing attribution criteria. Filters can be multi-selected to cover cases where a marketing partner generates sales across multiple products, funnels, affiliate IDs, and so on.
Products
Subscription Lifecycle - choose to include or exclude initial or ongoing subscription orders
Funnel
Affiliate
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Next, define User Access to this reporting view. Choose either to link an Existing User or invite a New User to grant access to the report.
New users will receive an email from 29 Next, prompting them to log in and confirm their email address and password.
Click Save.
Viewing Partner Reports
From the Partner Reports settings view, you will see a list of all partner reports that have been created, along with the filters configured to each view, and the users that have been granted view access.
To preview an existing Partner Report click Actions > View from the reports list.
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