How To Build A Customized Report

Overview

Customized reports allow merchant advertisers and affiliate partners to create a saved version of an existing base Performance report with customized columns, filters, dates, and column order. This makes it easier to save frequently used report views and return to them later.   Please note the Customize Repot feature is in a Beta release and will continue to evolve.  We welcome your feedback to improve the functionality of the page.

Customized reports are not supported for every report type in AvantLink.

Create A Customized Report

To begin building a customized report:

1. In Arches, navigate to Reports > Performance Reports.
2. Run the base report you want to customize.
3. Click “Customized Report” in the left-side menu.
4. The customized report builder will open using the base settings from the report you just ran.

The Performance Reports page can also be accessed at arches.avantlink.com/reports/performance.

Settings

The “Settings” section controls default report behavior.

Date

The “Date” field sets the default date range for the customized report. 

 What time zone is used for reporting dates?

When the date picker lock icon on Performance Reports is unlocked, Performance Reports will use the saved date settings from the report. This can be useful when building reports designed for comparison periods, such as year-over-year or previous-period reporting.

Total Line

The “Total Line” option adds a grand total row to the bottom of the report.

Use this option if you want the saved report to include an overall summary of the selected metrics.

Saved Filters

The “Save Filters” section allows you to apply default filters when the customized report loads.

Available filters depend on your account type.

Saved filter options for Merchants include:

• A specific merchant advertiser account, for users with access to multiple accounts
• A specific affiliate partner
• A specific affiliate tag group

Saved filter options for Affiliates include:

• A specific affiliate account, for users with access to multiple accounts
• A specific merchant adverstiser partner

Saved filters are useful when you want a customized report to focus on a specific account, partner, or group of affiliate partners by default.

Select Data

The “Select Data” section controls the dimensions and metrics columns appear in the customized report. 

Dimensions define how the data is grouped (e.g., by date, affiliate, merchant). 

Metrics represent the values that are measured (e.g., sales, commissions, clicks).

You can select up to 20 total columns across dimensions and metrics. Dimensions group report data, while metrics display performance values.

To update the report columns:

1. Review the available dimensions and metrics.
2. Use the checkboxes to select the columns you want to include.
3. Uncheck any dimensions or metrics you do not want in the report.
4. Click on a dimension or metric name to view its description.
5. Monitor the column limiter to confirm the report does not exceed the 20-column limit.

Arrange Columns

The “Arrange Columns” section controls the order of the columns in your customized report.

Dimensions must remain on the left side of the report because they group the report data. Metrics are listed to the right of the dimensions.

To arrange columns:

1. Review the selected dimensions and metrics.
2. Move dimensions into the order you want them to appear on the left side of the report.
3. Move metrics into the order you want them to appear after the dimensions.
4. Confirm the final column layout before previewing or saving.

Preview Or Save The Report

After configuring the customized report, you can either preview or save it via the toolbar at the bottom of the page.

To preview the report:

1. Click “Preview" and the Preview Report Modal will open.
2. Review the report layout and selected columns.
3. Close the modal and make any needed adjustments before saving.

To save the report:

1. Click “Save" and the Save Report modal will open.
2. Name the report and provide and optional report description if you would like.
3. Click the "Save" button. 

• Custom Reports are saved to the individual user, not to every user on the account. 
• By default, Custom Reports appear in the Report selector on the Performance Reports page. 
• Custom Reports can also be viewed and managed from the All Reports page.
• If a user has access to multiple accounts, their Custom Reports are available across accounts of the same entity type. 
  • For example, a Custom Report saved while viewing a merchant account will be available for that user’s other merchant accounts. A Custom Report saved while viewing an affiliate account will be available for that user’s other affiliate accounts.

Manage Or Delete A Customized Report

Saved customized reports can be managed on the All Reports page.  For more information see: our support article on the All Reports Page.

Use the All Reports page if:

• You need to delete a saved customized report
• You want to manage reports you do not run often
• You want to review your available report options

Important Notes

• Customized reports are not available for every report type.
• Customized reports use a supported base Performance report as the starting template.
• A customized report can include up to 20 total dimensions and metrics.
• Dimensions must appear before metrics because they group the report data.
• Merchant advertisers have additional saved filter options, including affiliate tag group filters.
• Customized reports can only be deleted from the All Reports page.