About Customer Reporting

The Customers area of LeadDyno gives you insight into how your affiliate program contributes to the growth of your customer base. 

Viewing Customer 

You can find your customers' reporting screen under the Reporting tab in the left-hand menu.

At the top of the screen, you're presented with a date range and an Affiliate Only toggle. Set a date range to view affiliate-referred customers alongside direct and other customer sources for that date range. You can hover over the trending graph to see more details (the date range will apply to all aspects of the screen, including when you generate an export). 

The main purpose of the Affiliate Only toggle option is to compare this data with the previous date range (i.e., if you select the last 7 days, it will show you results for new customers from the last 7 days and compare them with the previous 7 days). See how your different sources contribute to your bottom line. Toggle it off to see the full picture of your customer data across all sources. Now more than ever, you can truly see the impact your affiliate program is making on your business.

The top section of this Customers screen shows a data-driven visual of how your sources (affiliate customers, direct, and other) contribute to your total customer base. Your sources include your affiliates, "direct" (i.e., from your site), or "other" sources (i.e., such as manually entered). You can see how the current date range compares to the previous one by noting the small numbers in either green (an improvement) or red (trailing where you were in the same previous date range).

This trending graph gives you an illustrated glance at how things are progressing. View your overall customer base against affiliate-driven customers. You can simply click on the legend to remove or add items such as "Overall Customers" and "Affiliate Customers".

The "All Customers" Table provides you with the details you need to make decisions. You can sort columns, and search for specific emails, or names to find a customer. You also have the ability to search and filter by sources using the “source dropdown. You can also refer to this table for each customer's lifetime value (LTV), giving you quick visibility into the source driving the customer with the highest LTV.

To view a specific customer's full details, click on the email of the customer, and you'll be taken to a different screen that shows that customer's details, along with editing capabilities.

Exporting Customers

You can export customers' data into a spreadsheet by clicking the Export to CSV button. Any selections you've made on the screen (e.g., the Affiliates Only toggle, a customer status, or a date range) will be pre-selected for your export. You can update your export criteria from the export window.