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How to Download CSV Report to View All Paid and Pending Commission

Caroline
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In this article, affiliates will learn about the ClickFunnels affiliate CSV Report. The CSV report is helpful when needing to view pending and paid commissions. Affiliates are also able to view who is currently under their affiliate ID and is a paying client. The CSV Report is important to understand when affiliates have questions regarding commission. This article will walk an affiliate through the process of downloading the CSV report and understanding the report. 

What you will need:

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Important note  As of January 2019 we have moved to the new payment schedule of the 1st and 15th via Tipalti. You should have received an email with a unique link to register your account to receive payments. If you have not yet registered with the unique link or you have not received an email with the unique link to register with Tipalti in order to receive affiliate commissions, please reach out to our support team. Be sure to check your email and spam folder prior to doing so.

 

Step 1: ClickFunnels Affiliate Dashboard

Affiliate Dashboard

Step 2: Affiliate CSV Report

How to Download CSV Report 

  • Once the affiliate has accessed their affiliate dashboard, they will find three drop-down menus under "Break Down Funnel". The affiliate only needs to edit the "Time Frame" drop-down menu. This down drop menu will provide different time frames that the report will pull from. 

  • Once the time frame preferred is selected the affiliate will click on "Filter".

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  • After the information has been filtered the affiliate will want to scroll to the bottom to find the Download CSV Report button. 

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  •  A pop-up window will appear to open the CSV report.

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Understanding the CSV Report
Now that the CSV report is downloaded, the affiliate will be able to view all paid and pending commission from the time frame selected. 
 
Below is an example of what a CSV report will look like. 
 
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Status: This column shows the status of the sale, it will show either as pending or paid. 
 
Amount_Dollars: This column shows the dollar amount (USD) of a commission that will be paid out for that sale. This column will also show a negative commission if in the case a client requests a refund. It is important to know that a negative commission takes effect immediately, they do not have a 30-day cooling-off period.
 
Due_At: This column shows the date after the 30-day cooling. It is important to pay attention to this date as affiliates must wait 30 days to be paid out. 
 
Products: This column will show the product that the customer/client has purchase. 
 
Not shown: For security purposes, the email column has been blurred out. This column will show the email/name for each purchase. 
 
 
What you can do now:

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.  

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