Advertiser Processing
This screen breaks down the advertiser report by period and when the finalization of the report has occurred. It also shows previous requests historically. Advertisers can be filtered by Weekly, Semi-Monthly, or Monthly, and will show up on the corresponding reports. One can filter the report, export it to Excel, Quickbooks map or view it on screen.
The report features a dropdown toggler. The dropdown report will show an itemized list of each advertiser's campaigns. This itemized report separates sales and rejects. It will also separate sales by differing payin/payout amounts. Each campaign will have a subtotal value before listing the next campaign. The advertiser report can be exported to CSV or a QuickBooks map. The QuickBooks map is in .tsv format.
The Process button will allow you to request advertiser data processing for the different pay frequencies. Each will have two processing options- Preliminary and Finalize. Preliminary processing will take a snapshot of the current data in the system and prepare it for an advertiser report. Changes such as adding/rejecting sales or making retropays can still be made. Though, the report will not reflect those changes until a new report is requested. Finalizing an advertiser period will do the same as requesting a preliminary report. Though, if any changes were made to the data from the moment that the preliminary report was requested until when the report was finalized, the finalized report will display these changes.
After finalizing the report, no more changes can be made to the advertiser data for that period. Sales can still be rejected, but they will not appear until the following pay period. After a period is closed it cannot be reopened.
Preliminary processing will take a snapshot of the current data in the system and prepare it for an advertiser report. Changes such as adding/rejecting sales or making retropays can still be made. Though, the report will not reflect those changes until a new report is requested.
Finalizing a period will do the same as requesting a preliminary report. Though, if any changes were made to the data from the moment that the preliminary report was requested until when the report was finalized, the finalized report will display these changes. After finalizing the report, no more changes can be made to the advertiser data for that period. Sales can still be rejected, but they will not appear until the following pay period.
Click on the gear!
Settings Icon contains a history of advertiser processing to date for distinct advertiser pay frequencies.
Tip: To see a particular advertiser’s current settings, go to Advertisers > Maintenance and view their profile. They can be seen and changed there.
Click these to expand
or close the details.
Please note that if this report is being used to bill advertisers, networks should remove the ‘paid out amount’ and ‘net’ from the report sent to the advertiser, as they may not want to let advertisers know what their profit margin is.
