If you're interested in learning more about your advocates, the tasks that are performing the best, and the top revenue generators, you can do this and more so by exporting the data as a CSV.
If you're interested in learning more about your advocates, the tasks that are performing the best, and the top revenue generators, you can do this and more so by exporting data as a CSV.
There are three primary sections where you can retrieve a CSV export file.
Please keep in mind that the exports are influenced by the filters applied to the specific area, such as the date range selected on the dashboard, the country of the members, or order groups.
Dashboard Export
To dive deeper into the data and analyse the specific statistics behind the overview numbers on the dashboard, including breakdowns by task, you have the option to export the dashboard data as a .csv spreadsheet.
To do this, simply click on 'Export data' located near the top-right corner of the dashboard.
Choose which type of data you would like to export into a spreadsheet.
Overview The overview data spreadsheet provides a detailed analysis of activity based on group and tier.
Task Specific This sheet provides a comprehensive breakdown of each task and its corresponding performance.
Task Specific Data Add-on
In order to view total stats for each task, summed across all tiers of member, follow the instructions contained within this add-on spreadsheet.
Member Export
To export member data, go to the "members > all" tab. This export will include all the information related to the members in the selected groups and tiers.
Order Export
To export data for tracking and analyzing important metrics like revenue and ROI, start by navigating to the 'Orders' section in the top banner. Here, you will find a submenu with various types of orders, including Loyalty, Referrals, Promotions, UGC Links. It's important to note that data needs to be exported separately for each order type.
First, you need to filter the group for which you want to export data. Once you have selected the group, choose the specific time period for exporting the data. You can do this by clicking on 'Filter by date'. After selecting your dates, remember to click 'Apply date filter.'
Next, just click on the export button to download a CSV file that includes all the necessary order data.
