Source Reports

Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Webinar Integrations | Social Integrations

A Source Report provides a summary of data associated with each selected Source and is typically used to:

Review the status and summary of leads delivered in each Source.
Review a summary of leads that have been rejected in each Source.
Confirm lead number alignment with all integrated inbound and outbound systems.
Confirm pacing of Content Syndication Sources.

Access to some report types may be restricted within a user's permissions.
You can read more about permissions in User Management Settings. If you're unsure about your permissions, speak with our Support team or your Customer Success Manager.

Reading a Source Report

When you generate a Source Report in the Demand Acceleration Platform, you will receive an email prompt to download the report. Click the link to download the report in .csv spreadsheet format.

The dataset consists of:

Data from leads uploaded to a Source(s).
Demand Acceleration Platform data added when the associated Campaign/Source was created (see: the setup tabs in Build Basics).
Systems data received from 3rd party inbound systems (ie. Social and Webinar integrations).
Systems data received from API integrated outbound systems (Marketo or Salesforce).
Automatically generated metadata by the Demand Acceleration Platform.

The type of data exported usually contains: Source Alias, Total Accepted, Total Rejected, Disposition breakdowns.

Example: Source Report

You can then use your spreadsheet software (eg. Excel, Numbers) to modify the columns to display the data in a way that best suits your reporting needs.

Reporting start and end dates are in UTC and based on the leads' Updated Timestamp.
When generating a report, be sure to select a timeframe that includes the data you are looking to collect or review.

Report columns

This table lists all the columns that are included when exporting a Source Report.

Column	Description	Data Source
Report Start Date	The starting date and time (based on the leads' Updated Timestamp) for which the report is displaying data. All times are in UTC.	Automatically generated when report was created. See: Generating & Scheduling Reports.
Report End Date	The ending date and time (based on the leads' Updated Timestamp) for which the report is displaying data. All times are in UTC.	Automatically generated when report was created. See: Generating & Scheduling Reports.
Campaign Name	The name given to the associated Campaign(s).	User generated in the General Settings Tab.
Campaign Type	The type of Campaign (CPL, Social, Webinar).	Dependent on the type of Campaign created. See: My Campaigns Page & Sources Page.
Marketer ID	The unique account ID automatically generated when your Demand Acceleration Platform account was created.	Automatically generated, unique to you.
Marketer Name	The name of your account generated when your Demand Acceleration Platform account was created.	Automatically generated, unique to you.
Source Time Zone	The timezone that your Source is set to observe.	User generated in the General Settings Tab.
Order Number	The Sales Order IDs (if one has been added). Primarily used by the Integrate Lead Gen Marketplace. If no Sales Order ID has been added, the related cell(s) will be empty.	User generated in the Terms Tab.
PO Number	The PO Number (if one has been added). Primarily used by the Integrate Lead Gen Marketplace. If no PO Number has been added, the related cell(s) will be empty.	User generated in the Terms Tab.
CPL	The value added as a Payout Amount.	User generated in the Terms Tab.
Total Accepted/ Billable	The number of leads that have been accepted by the Source and qualify as billable.	Automatically generated.
Total Rejected	The number of leads that have been rejected by the Source.	Automatically generated.
Average CPL	The average value or cost of each accepted lead in the Source(s).	Automatically generated.
Total Source Payout	Shows how much has been spent by calculating the number of accepted leads and the CPL value.	Automatically generated.
Integrations	Shows the name of any outbound integrations that are set-up on the Source(s).	User generated in the Integrations Tab.
Daily Cap	If a pacing interval has been set, this will show the number of leads that can be received (per Day, Week, Month or Quarter). Primarily used for Content Syndication. This is only available on CPL Campaign/Sources. If pacing was set to None, the related cell(s) will be empty.	User generated in the Terms Tab.
Weekly Cap
Monthly Cap
Quarterly Cap
Source ID	The automatically generated ID for the associated Source(s).	Automatically generated.
Media Partner ID	The automatically generated ID for the associated Media Partner.	Automatically generated, unique to your Media Partner.
Media Partner Name	The name of the associated Media Partner. This will have been defined by the Media Partner when their account was first set-up.	Automatically generated, unique to your Media Partner.
Source Start Date	The date and time that the Source(s) was set to become Live. All times are in UTC.	User generated in the General Settings Tab.
Source End Date	The date and time that the Source(s) was set to finish and become Complete. All times are in UTC.	User generated in the General Settings Tab.
Source Created Date	The date and time that the Source(s) was first created. All times are in UTC.	Automatically generated.
Source Status	The status that the Source(s) is in (eg. Live, Complete.)	Automatically generated.
Source Total Allocation	The total number of leads that can be generated by a Source. Primarily used for Content Syndication. For other channels, this will be a placeholder number with no purpose.	User generated in the Terms Tab.
Leads Return Timeframe	The number of days when a bad lead can be returned. Primarily used for Content Syndication. This is only available on CPL Campaign/Sources. For other channels, this will be a placeholder number with no purpose.	User generated in the Terms Tab.
Allow Over Delivery	States if leads can be delivered outside of a permitted allowance (ie. over delivered). Displayed as True/False value. Primarily used for Content Syndication. This is only available on CPL Campaign/Sources.	User generated in the Terms Tab.
Over Delivery Price	If allowed, this is the price attributed to leads uploaded outside of permitted allowance (ie. over delivered). Primarily used for Content Syndication. This is only available on CPL Campaign/Sources.	User generated in the Terms Tab.
Total Over Delivered	The number of leads that have been uploaded outside of the permitted allowance (ie. over delivered). Primarily used for Content Syndication. This is only available on CPL Campaign/Sources.	Automatically generated.
Dedupe By	States which de-duplication rules have been enabled, if set (email, phone, email+phone). If de-duplication has not been enabled, the related cell(s) will be empty.	User generated in the Terms Tab.
Dedupe Lookback	Shows how many days the system can 'look back' to check for duplicate leads.	User generated in the Terms Tab.
Source % to Goal	Shows a Source(s) progress towards its target, expressed as a percentage and based on the number of leads uploaded and the target goal (which was set in General Settings Tab).	Automatically generated.
Tag	The tag added to an associated Source(s) (if one has been added). If no tag has been added, the related cell(s) will be empty.	User generated in the Terms Tab.
Alias	The name given to the associated Source(s).	User generated in the Adding New Sources.
Currency Code	States the currency that has been set.	User generated in the Terms Tab.
[Disposition Codes] *	Displays the count of leads occurring within that Disposition Code. Disposition Code columns will only appear if leads are currently categorized in that disposition. Codes will vary according to the Sources included in report. See following table * for more information.	Generated automatically (see following table * for more information).

* Common Disposition Codes that can be found in Source reports include:

Disposition Code Report Column	Description	Data Source
SUCCESS	Indicates that leads have attempted to post out to an outbound system using an Outbound Form or HTTP Raw integration. This does not indicate if the post out attempt was received by the system. For more information on confirming lead data has been received, see the relevant Monitoring your Lead Post Outs article within your system's Post Outs section.	Automatically generated by the Demand Acceleration Platform, dependent on lead status (accepted only).
Marketo POSTOUT_SUCCESS POSTOUT_MARKETO_ERROR POSTOUT_MARKETO_FAILED Salesforce POSTOUT_SUCCESS POSTOUT_SALESFORCE_ERROR POSTOUT_SALESFORCE_FAILED	Indicates whether leads have been successfully posted out to an outbound system using an API integration. This will only occur for API integrations with Marketo or Salesforce. Once accepted by the Demand Acceleration Platform, these dispositions indicate the post out status of the Accepted leads. For more information on confirming lead data has been received, see the relevant Monitoring your Lead Post Outs article within your system's Post Outs section.	Automatically generated by API integrated outbound systems, dependent on lead status (accepted only) and disposition code.
REJECT_LEAD _[REASON]	Indicates the disposition code that corresponds to the reason the lead was rejected by the Demand Acceleration Platform. Some common examples include: REJECT_LEAD_INVALID_EMAIL REJECT_LEAD_MISSING_FIELD REJECT_LEAD_DUPLICATE See the Demand Acceleration Platform Dispositions for the full list of rejection reasons.	Automatically generated by the Demand Acceleration Platform, dependent on lead status (rejected only) and disposition code.

See the Demand Acceleration Platform Dispositions for the full list of platform dispositions.

In this article

Reading a Source Report

Example: Source Report

Report columns

Recommended Reading

For more help, get in touch with our Support Team or your Customer Success Manager.

In this article

Reading a Source Report

Example: Source Report

Report columns

Recommended Reading

For more help, get in touch with our Support Team or your Customer Success Manager.

Related articles