Overview
Extole offers robust reporting to help you measure and analyze every aspect of your referral program’s performance. Below are the top reports most clients use, with practical examples and direct links to configuration instructions.
Metrics Report
Choose specific metrics (like those on your dashboard) and segment performance data by additional dimensions like time period, source, or channel.
Sample Use Case:
Get a month-over-month breakdown of shares, clicks, and conversions for executive reporting.
How to run this report: Metrics Report
Events Report
See detailed referral activity at the individual level, including who performed each action, their related advocate and any associated event data.
Sample Use Case:
Export a list of members who opened and qualified an account, and compare product adoption and balances for referred vs. non-referred segments.
How to run this report: Events Reports
Fulfilled Reports
Track all rewards that have been fulfilled (or earned) by advocates and friends. This is ideal for auditing and financial reconciliation.
Sample Use Case:
Pull a monthly list of rewards fulfilled to evaluate monthly program spend.
How to run this report: Fulfilled Rewards Report
Top Promotion Sources
Quickly see which CTAs, emails, and other marketing placements are driving referrals, pre-segmented for easy analysis.
Sample Use Case:
Identify which placements are generating the most clicks and conversions to optimize your promotion strategy.
How to run this report: Top Promotion Sources
Successful Advocates
Find advocates who’ve generated at least one successful referral - perfect for campaign targeting and segment creation.
Sample Use Case:
Get a list of advocates with 3+ referrals to send tailored program updates or incentives.
How to run this report: Successful Advocates
Best Practices
Schedule your top reports: Automate delivery (weekly, monthly, year-end) for easy access and regular updates.
Integrate with BI tools: Connect to systems like Snowflake or Tableau for seamless analysis within your data environment.
Leverage advanced filters/dimensions: Fine-tune each report for your unique business questions and workflows.