SaaSquatch Help Center

Overviews on each of the Referral Program Reports that are available through the SaaSquatch portal.

A wide range of your referral program data is made available to you and your team through a number of downloadable reports in the SaaSquatch portal. These reports include information of each of the users in your program, historical referral activity, and a record of outstanding reward balances.

🔗 Quickstart

  1. Navigate to Reporting > Reports > Export in the SaaSquatch portal to get started retrieving reports for your SaaSquatch program.

  2. Select the type of report that you would like to request. Details about the data included in each of the report types, and some example use-cases, can be found below.

  3. If applicable, select the program you'd like the report to retrieve data from and a timeframe filter for the data in the report by the date when a record was updated.

  4. If you want your report to have a unique name, enter it in the 'Report Name' field. Otherwise a file will be generated labelled based on the Report Type.

  5. Once a request for a report has been submitted, a link to download the report will be send to your email address when the report is ready to download. It will also show up on the Reports log screen when available.
These reports are provided in a easy-to-use .csv file format which can be opened in any spreadsheet application.

To convert UNIX timestamps to human readable dates, make use of this simple formula: =IF( ISBLANK(K2),“”, (K2/86400000)+25569)

🔗 User Details Report

The User Details report contains detailed information about each of your referral program participants, including sharelinks and referral codes.

This information can be helpful as part of updating contact records in your CMS or email system to include each user's SaaSquatch sharelinks and codes.

Applying a Date Range to the report request will mean only SaaSquatch user records with information that was updated within that date range will be included.

🔗 Key Information

Field Example
User ID abc_123
Account ID abc_123
Email Address john@example.com
First Name John
Last Name Doe
Referral Code JOHNDOE
Sharelinks ssqt.co/sd2waio

A full list of the fields in our User Details Report can be found here.

🔗 Referral Activity Report

The Referral Activity Report provides a record of the status of each referral connection made in your referral program.

This information can be useful when checking on the success of your program, and tracking the number of new customers your program has brought in.

Applying a date range to this report request will mean only referrals that are started, converted, or cancelled within that date range will be included.

🔗 Key Information

Field Example
Referrer User Details First name, Last name, email,...
Referred User Details First name, Last name, email,...
Referral Status CONVERTED
Moderation Status APPROVED
Reward ID's 58c2ef51esdsdfrd978367fdad

A full list of the fields in our Referral Activity Report can be found here.

🔗 Reward Balances Report

The Reward Balances report provides a record of outstanding rewards, including their value and intended recipient, that were generated through your referral program.

The information is often used as part of fulfilling rewards manually, or as part of a batch process to a system like Tango Card. This report can also be useful for tracking how much your referral program payed out in a given time period.

Applying a Date Range to the report will mean that only rewards that were generated within that range will be included.

🔗 Key Information

Field Example
User Details First name, Last name, email,...
Reward Type CREDIT
Reward Unit CENTS
Reward Amount 1000

A full list of the fields in our Reward Balances Report can be found here.

🔗 Available Reward Balances Report

The Available Reward Balances report provides a record of unredeemed rewards that were generated for users in your SaaSquatch project.

Note: This report does not include details about Percentage Discount, Fuel Tank, or Gift Card rewards. Please download the Reward Balances Report for balances for these types of rewards. Learn more about each of the available reward options in the SaaSquatch system.

Rewards included in this balances report are grouped by user and reward unit (e.g. USD Cash rewards together, and GBP Credit rewards together).

This report type is intended to be used as part of fulfilling rewards within a batch fulfillment process. Learn more about these recommended process steps in our Bulk Reward Redemption guide.

🔗 Key Information

Field Example
User Details First name, Last name, email,...
Reward Unit Cash
Reward Currency USD
Available Amount 10.50

A full list of the fields in our Reward Balances Report can be found here.