> For the complete documentation index, see [llms.txt](https://track360.gitbook.io/track360/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://track360.gitbook.io/track360/section-4-reports-and-analytics/editor/4.4-performance-reports.md).

# 4.4 Performance Reports

* Same procedure as Reports. You will find all the step-by-step to use filters and specific buttons to analyze and customize reports above in this section ([4.2 Customize Reports](/track360/section-4-reports-and-analytics/editor/4.3-reports.md))

<figure><img src="/files/ZL9lmilKAxTS6x5Id2Pk" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Is possible to personalize the report’s columns by clicking on the [Column Selector](/track360/section-4-reports-and-analytics/editor/4.2-customize-reports.md) (gear icon) and follow the step-by-step described above.&#x20;
{% endhint %}

* **Performance Report Options**, the available Performance Reports will be different depending on the User access. This view is a SuperUser view, with full access

### **Daily Performance**&#x20;

* **Daily Performance Report** defines the time period as a day for each row for the established range date
* Detailed report on signups, FTDs, open and close trades, among many other metrics. These sections are fully customizable, allowing you to tailor the data displayed according to your specific needs.
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Daily Performance**
  * Each row reflects a day between your date range selected

<figure><img src="/files/ZzwTsW48Y46Mj4slWGrb" alt=""><figcaption></figcaption></figure>

### **Weekly Performance**&#x20;

* **Weekly Performance Report** defines the time period represented as a week per row for the established range date
* Detailed reports on signups, FTDs, open and close trades, among many other metrics. These sections are fully customizable, allowing you to tailor the data displayed according to your specific needs
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Weekly Performance**
  * Each row reflects a week between your date range selected

### **Monthly Performance**&#x20;

* **Monthly Performance Report** defines the time period represented as a month per row for the established range date
* Detailed reports on signups, FTDs, open and close trades, among many other metrics. These sections are fully customizable, allowing you to tailor the data displayed according to your specific needs
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Monthly Performance**
  * Each row reflect a month between your date range selected

<figure><img src="/files/FMhwaFiichJBrNa3VTnm" alt=""><figcaption></figcaption></figure>

### **Affiliate Performance**&#x20;

* **Affiliate Performance Report** provides insights into the performance and activity of a specific affiliate, including their sales results and overall movement within the CRM.
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Affiliate Performance**

<figure><img src="/files/n5GV3QxmJ48wZpHkBGlX" alt=""><figcaption></figcaption></figure>

### **Country Performance**&#x20;

* **Country Performance Report** provides insights into the performance and activity by country, including sales results and overall trends based on geographic location.
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Country Performance**&#x20;

<figure><img src="/files/46DscxcZcaOTElmT1Mju" alt=""><figcaption></figcaption></figure>

### **Campaign Performance**&#x20;

* **Campaign Performance Report** provides insights into the performance and activity by campaign, including sales results and overall effectiveness of each marketing initiative.
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Campaign Performance**

<figure><img src="/files/MuvAMQxqzkeMArPRYLrj" alt=""><figcaption></figcaption></figure>

### **Employee Performance**&#x20;

* **Employee Performance Report** provides insights into the performance and activity of a specific employee (affiliate manager), including sales results and the overall impact of their assigned affiliates or campaigns.
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Employee Performance**

<figure><img src="/files/PmS3jeZLqFooeYIZuZCU" alt=""><figcaption></figcaption></figure>

### **Business Unit Performance**&#x20;

* **Business Unit Performance Report** provides insights into the performance and activity of a specific Business Unit, including sales results and overall operational metrics associated with that unit.

{% hint style="warning" %}
It is important to configure the appropriate Business Unit distribution (go into [section 5, Business Unit Management](/track360/section-5-settings/editor-3/5.7-business-units-bu.md)) to take advantage of the report and generate a correct analysis&#x20;
{% endhint %}

* Navigate by the left Sidebar Menu and click on the **Performance Reports > Business Unit Performance**

<figure><img src="/files/ABiN1pHPvk6THXLb9Xt2" alt=""><figcaption></figcaption></figure>

### Sub Affiliate Performance&#x20;

* **Sub Affiliate Performance Report**, provides insights into the performance and activity of a specific Sub affiliate, including their sales results and overall movement within the CRM.
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Sub Affiliate Performance**

<figure><img src="/files/SfFb3Qwz8vb2yRzOUgaa" alt=""><figcaption></figcaption></figure>

### **Media Performance**

* **Media Performance Report** provides insights into marketing tools, including the effectiveness of banners, landing pages, and other marketing assets used in affiliate campaigns.
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Media Performance**

<figure><img src="/files/hA1HP5jnff8NEO9idXgt" alt=""><figcaption></figcaption></figure>

### **Customers Performance**&#x20;

* **Customers Performance Report** tracks customer activity, allowing you to analyze customer actions (like SignUps, deposits) possible to identify with the corresponding affiliate, deal and campaign, action dates and performance
* Navigate by the **left Sidebar Menu** and click on the **Performance Reports > Customers**&#x20;

<figure><img src="/files/UoqOiwuEZ5chJlb5xvZs" alt=""><figcaption></figcaption></figure>

* To perform particular actions for customers, select the desired ones to modify by checking the box on leftmost side of the row

<figure><img src="/files/WpfI90eSVbKyY02x1vWS" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/TUGHXc5935n2cZywtyMc" alt=""><figcaption></figcaption></figure>

* **Add Event Manually** allows you to apply specific actions to selected customer/s. A pop window will show up, where:
  * **Place Event**: to add a missing action to the customer (such a Signup, Qualified FTD or Fraud) with a specific date.
  * **Hold Event**: temporarily suspend tracking of a customer’s event already placed.
  * **Set Customer as Test** marks the customer as a test profile. This excludes them from affiliate/IB performance calculations based on how the system is configured (e.g., if settings exclude from affiliate's performance *FTDs* from test customers will be ignored). This ensures that test data does not impact real performance metrics.
  * **Set Customer as Disqualified**: flags the customer as disqualified. Their actions will not count towards affiliate performance. If **customer** returns as **Qualified**, click on Customer ID and **manually deleted** the action, selecting the delete icon.&#x20;

<figure><img src="/files/ItFBS68DCMIGsjKW4swd" alt=""><figcaption></figcaption></figure>

* **Change Affiliate** allows you to reassign the selected customer/s to a different affiliate/IB. A pop window will show up, where:
  * Select the desired Affiliate/IB to reassign&#x20;
  * Select campaign where customer's performance will be based. This determines how the affiliate/IB will be commissioned for that customer’s performance

<figure><img src="/files/C0hJkum22m19T48RukK0" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/I28vAmvFUb0tH5wdh0ll" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If Events or Affiliate reassignment changes is made for a customer action *within the current month*, the update will be reflected overnight. **If the action date is&#x20;*****from a previous month*****, you need to recalculate the data,&#x20;*****please navigate into section*** [5.10 ETL Recalculation](/track360/section-5-settings/editor-6/5.10-etl-recalculation.md)
{% endhint %}

### Position Performance

{% hint style="info" %}
This report is only relevant for Trading/Forex companies&#x20;
{% endhint %}

* The **Positions Performance Report** provides detailed trading data, including individual positions linked to customers and affiliates, covering symbols/instruments, trading groups, open and close prices, volumes, and other key execution metrics.


---

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