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Overview

Extole platform delivers the essential part of successful growth and engagement programs: quick, accurate, and rich reporting. All data accumulated by your Extole programs is accessible to you through the Reports section of your My Extole account. Our intuitive interface allows you to easily configure and run one-off or scheduled reports on your programs’ performance, events, audiences, and rewards.

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Key Features

• Quick Create: Creating new reports requires only a few clicks. All you need to do is select a report from our categories or use our report search, then configure the required fields. Learn more >
• Report Types: Extole reports fall into one of four categories: Performance & Metrics, Events, Audiences, or Rewards. Within each category you have numerous reports to choose from—all of which can be configured to ensure you’re getting the data you need. Learn more >
• Scheduled Reports: Want to receive the same report with new data each week or month and have it delivered to your inbox? Doing so is easy with our scheduling feature. Learn more >
• Favorite and Recommended Reports: On the main Reports page, we offer recommendations of popular reports based on your business. You can also favorite reports by clicking the heart icon. Favorited reports show up in your Favorites section, making them easier for you to find and run in the future. Learn more >
• Report Details: Clicking on a completed report will give you further details, a preview of the data, and a visualization (if available). Learn more >
• Custom Views: On the main Reports page, Reports History page, and Scheduled Reports page, you can set up custom views that will automatically filter your reports and make the ones you’re looking for easier to find. Learn more >
• Delivery and Sharing Options: You have the ability to receive your reports via email, API call, or SFTP and can easily share reports with your colleagues. Learn more >

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Report Categories

The following report categories are available for you to choose from. Each category contains a number of relevant report templates for you to configure. Performance & Metrics: These reports provide a summary view of your program’s performance based on key metrics, such as LTV, participation rate, top promotion sources, and so on. Events: Reports that supply information about events occurring in your program. You can choose to look at all events or narrow your report to look at specific event types, such as registered, referred, shared, and so on. Audiences: The reports primarily return lists of people and information about the different audiences interacting with your program. Rewards: Reports that tell you what rewards have been issued from your program and provide data that may interest your accounting or finance team.

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Favorite and Recommended Reports

On the right side of the main Reports page, there are two curated sections of reports: Favorites and Recommended.

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Favorites

The Favorites section houses any reports that you’ve favorited by clicking on the heart icon. Simply click the heart again to remove it from your Favorites.

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Recommended

The Recommended section is automatically populated with reports that are popular in your vertical. These reports are particularly useful for seeing success and growth in your Extole programs. We recommend trying them out or working with your CSM to determine which ones will be most beneficial for your use case.

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Custom Views

In the Most Recent section of the main Reports page, as well as on the Schedules page and History page, you have the option to apply custom filters to adjust your view of the listed reports. You can open the filters menu by clicking on the funnel icon.

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Filter Options

The filter options vary slightly depending on the page you are looking at. Generally speaking, you can filter the list of reports by the following criteria:

• Who created the report
• The timeframe in which the report was created
• Report status (in progress, created, failed, etc.)
• Report category (events, audience, etc.)
• Report type (one-time, scheduled)
• Tags

You can also change the ordering of the list based on run date, completion date, user, name, or status.

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Saving a View

On the Schedules and History pages, you can save your custom views for convenience. Simply open the filters by clicking on the funnel icon and configure them to your liking (the filters will automatically apply). Close the filter menu and type a custom name into the open box next to the default filters, then hit the + sign.

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Delivery and Sharing Options

In addition to accessing completed reports in your My Extole account, you can have them delivered to you via email, API call, or SFTP.

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Get API Call

Once a report is complete, you can open the dot menu to the right of the table or open the detailed view of the report and select the option to Get API Call.

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Deliver via SFTP Toggle

When creating a report, in the Advanced section you have the option to turn on delivery via SFTP. This option will only be available to you if you already have an SFTP server set up in your My Extole account. This style of delivery is useful if you have an automated process for getting reports from a destination consistently to import them into your own systems.

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Share Link

If you simply want to share a link to a report with your colleagues, simply open the report’s dot menu and choose the option to Share. A window will open with a link to the report that you can copy.

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View Report Details

When you click to view an individual report, you will see several different sections, including dimensions, visualizations (if supported), and a preview of the report data. You can also download the report to see all of its data.

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Dimensions

You will see all of the dimensions with which the report was run. This will include information like the run date, event type, program, campaign, and so on.

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Visualizations

You might also see a visualization of the report. Only some reports have graphs and all of those reports have a little graph icon next to the name of the report on your main dashboard.

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Preview

Also visible is the first 100 rows of the report to view so you don’t have to download it if you don’t want to.