Report Builder

What Is It? 🤔

The Report Builder allows you to select and arrange metrics and groupings—such as by affiliate, offer, or date—to create detailed, multi-level reports. You can adjust date ranges, apply filters, and drag-and-drop groupings to generate personalized views of your data.

Why Do You Need It? 👀

Gain control over your reporting with:

✅ Flexible Grouping
Analyze data across up to three hierarchical levels.

✅ Detailed Drilldowns
Filter by conversion type and status for targeted insights.

✅ Save Presets
Create and save report configurations for quick future access.

✅ Real-Time Analytics
Generate up-to-date reports to inform campaign decisions.

How To Set It Up? ⚙️

1. Open Report Builder
Navigate to the Report Builder tool within your Trackdesk dashboard.

2. Add Groupings
Select up to three grouping levels (e.g., affiliate, offer, date).

3. Adjust Date Range & Filters
Choose the reporting period and apply any filters you need.

4. Use Drilldowns
Add drilldowns to filter by conversion type or status and customize visible metrics.

5. Save Presets
Save your report settings as presets for quick access later.