SaaSquatch Help Center

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

A wide range of your SaaSquatch program data is available through downloadable reports in the SaaSquatch portal. These reports include information on users in your program, historical referral activity, and a record of rewards.

πŸ”— Quickstart

  1. Navigate to Analytics > Reports > Create Report 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 the easy-to-use .csvand .xlsx file formats 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),β€œβ€, (K2/86400000)+25569)

πŸ”— User Details Report

The User Details report contains detailed information about each participants in all your programs.

You can include:

  • User fields: These fields are mandatory. Information about the user you've submitted to SaaSquatch or is generated automatically by the system, such as name, email, any custom fields, and their referral information, if applicable. If your tenant has W-9 Compliance configured, then the timestamp of when the user’s W-9 Tax Form was marked as collected will be included.
  • User stats fields: These fields are optional. Analytics information about the user, such as traffic, referrals, and other related information.

If you are running referral programs, you can export sharelinks and referral codes by program. 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 created within that date range will be included.

πŸ”— 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 can be found in our sample CSV User Details Report.

πŸ”— Reward Details Report

The Reward Details Report provides a detailed record of each of your rewards and their relationships with users and referrals.

This information can be useful in creating balance sheets, as well as getting the status of all your rewards at a point in time.

The Reward Details Report gives you the option to generate your report as a Snapshot Report. When a Snapshort Report is created, the Available Value, Redeemed Credit, and Reward Status fields will be calculated based on a specific point in time which you can configure. This provides you with the ability to retrieve historical data in your report.

While all Reward Details Reports will include reward fields, you can also choose to receive user and referral fields for additional information.

πŸ”— Key Information

Fields Example
Reward Fields Reward ID, Reward Type, Reward Value,...
User Fields User ID, Account ID, First Name, and Last Name
Referral Fields Referral ID, Referred User Fields, Referrer User Fields,...

A full list of the fields can be found in our sample CSV, sample Excel or sample JSONL Reward Details Reports.

πŸ”— 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.

πŸ”— 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 sample CSV Referral Activity Report.

πŸ”— User 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.

πŸ”— 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 can be found in our sample CSV Reward Balances Report.

πŸ”— Available User 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.

πŸ”— 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 can be found in our sample CSV Available Reward Balances Report.