Affiliate Processing
This screen breaks down report by period and when the finalization of the report has occurred. It also shows previous requests historically. Affiliates can be filtered by Weekly,or Monthly. One can filter the report, export it as csv or view it on screen. You can choose to include terminated and internal affiliates. This report is going to allow you to see that yours numbers stand where you want them to be before paying affiliates.
The Process button will allow you to request affiliate 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.
The Affiliate Report is found in the Affiliate Processing screen. To view a report, you will first need to select a period you want to view. Clicking on the 'Monthly, and 'Weekly' radio buttons in the toolbar, should cause the following dropdown to become filled with all periods for that pay frequency for which reports exist. After choosing a report period (and optionally any other filters), you can run the report.
Tip: The Preliminary report may not match Global report numbers! It is a snapshot report so if any changes have been made since the last time it was requested, they will reflect in the real time Global reports but not in the Preliminary report. You can rerun the Preliminary report at any point to make it as up to date as possible.
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or close the details.
Click on the gear!
Settings icon contains a history of affiliate processing to date for distinct affiliate pay frequencies. Account setup is also found here. At any point, you’ll be able to see when closing date occurs for Affiliate and Advertiser Accounting.
