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Source Reports

Caryl Carpenter
  • Updated

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 are 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

insights-sourcereport-01.png

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.

insights-sourcereport-02.png
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.

 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.

 

 

Recommended Reading

 

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

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