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 ReportYou 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.
|
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.
|
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).
|
User generated in the Terms Tab. |
PO Number |
The PO Number (if one has been added).
|
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).
|
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.
|
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.
|
User generated in the General Settings Tab. |
Source Created Date |
The date and time that the Source(s) was first created.
|
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.
|
User generated in the Terms Tab. |
Leads Return Timeframe |
The number of days when a bad lead can be returned.
|
User generated in the Terms Tab. |
Allow Over Delivery |
States if leads can be delivered outside of a permitted allowance (ie. over delivered).
|
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).
|
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).
|
Automatically generated. |
Dedupe By |
States which de-duplication rules have been enabled, if set (email, phone, email+phone).
|
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).
|
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.
|
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.
|
Automatically generated by the Demand Acceleration Platform, dependent on lead status (accepted only). |
Marketo POSTOUT_SUCCESS
Salesforce POSTOUT_SUCCESS |
Indicates whether leads have been successfully posted out to an outbound system using an API integration.
|
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
- Creating Reports
- Generating & Scheduling Reports
- Report Types in the Demand Acceleration Platform
- Demand Acceleration Platform Dispositions