Letting data guide your strategic decisions is critical to winning in partnership marketing. However, affiliate marketers have no shortage of daily to-dos lists, and logging into platforms to pull reporting to keep global teams aligned is a tedious and time-consuming task.
Partnerize puts the reporting you need in your inbox when you need it most with the ability to schedule reports, the latest enhancement to the platform’s reporting suite. With Scheduled Reports, you can take the tailored reporting you create in our Analytics Report Builder and deliver them straight to your inbox—automation that ensures you are up-to-date on your program’s performance.
Here is a closer look at how Report Builder and Scheduled Reports work together to keep you in the know.
Step 1: Build Your Perfect View with Report Builder
Before you can automate reporting delivery, you must customize the readout that you want in your inbox. Partnerize Report Builder gives you the ultimate flexibility to unlock insights faster than ever before.
With Report Builder, you can:
- Generate tailored insights in seconds with precision filtering functionality and customization capabilities
- Customize reports at scale with drag-and-drop elements that simplify the process of evaluating clicks and conversions at the campaign level and multi-campaign performance comparison, including the ability to select custom time frames, build partner groups and share reporting views with collaborators.
- Save and revisit up to 100 unique reporting templates so your most valuable insights are always at your fingertips—no need to rebuild from scratch.
- Gain a front-and-center program overview with network-level or campaign-specific reporting to easily measure any combination of results
Step 2: Automate Delivery with Scheduled Reports
Once you’ve developed a reporting template, Scheduled Reports takes over the heavy lifting. Designed to keep advertisers and their wider teams aligned when it comes to business goals, Scheduled Reports puts the insights you tailored in Report Builder directly in your inbox with:
- Flexible delivery cadence on automated reports that are delivered to your email on a daily, weekly or monthly schedule without manually pulling results.
- Dynamic date ranges that ensure up-to-date data with reports that automatically adjust to relative time frames (example: Last Week, Last Month) based on the day they run.
- Custom time zones so that you can choose the exact time and time zone for delivery to give global teams the data most relevant to them at the start of their business day.
- Unlimited recipients so you can add multiple email addresses to a single scheduled report to keep cross-functional teams aligned on performance.
Step 3: Reap the Benefits of Automated Reporting
By activating Scheduled Reports, you’re shifting from reactive data pulling to proactive performance review, unlocking efficiencies that keep you and your team aligned. As a result, you will:
- Reclaim your calendar. Fast-track your morning ritual of logging in, setting filters and exporting reporting views in favor of at-your-fingertips results that matter most to your business–efficiency that will save you hours every week and reclaim time that can be used for strategic execution.
- Ensure cross-functional alignment. With the ability to add unlimited recipients to reporting delivery, you can instantly break down data silos by putting reporting readouts directly in the inbox of your marketing peers, cross-functional teammates and executives to keep everyone on the same page when it comes to your optimization initiatives.
- Never get caught off guard. Whether you’re preparing for a meeting or responding to a message from leadership, you’ll always be prepared for discussions about your recent successes with the latest performance metrics easily accessible in your email queue.
- Identify opportunities and anomalies early. Standardizing when and how you review performance makes it easy to uncover opportunities for improvement (think: changes in partner rank or top products, spikes in traffic, unusual AOV, etc.) so that you can quickly catch these action items and optimize in real time.
Build your first template and customize your delivery schedule today by logging into Partnerize. Or, learn more about how Partnerize gives you the data you need to win by getting in touch with our team.