This FAQ references the transaction report at the primary account level. If you want to learn more about the transaction report at the nickname account level, check out this article.
The Transaction Report in the primary account is a robust report that contains over twenty individual data points on each transaction related to your linked account nicknames on ClickBank.
Sellers and affiliates can see this report, however not all the data is the same for each role. Below find the most frequently asked questions about this report and the data it contains.
The article has been separated into the following sections:
Do all clients access this report?
A: All clients have access to this report through the Reporting tab in their primary account.
Are the reports available to both sellers and affiliates?
A: Yes. The Transaction Report is available to both sellers and affiliates, however, not all the data they receive is the same. For example, the affiliate on the transaction will not see the customer name, customer email, or customer street address. Regional customer information like city, region, and country will be available to both roles.
What’s different between the transaction report in the primary account and the transaction report at the account nickname level?
A: The Transaction Report in the primary account contains more detail than the report provided at the account nickname level. You can access transactions for all nickname accounts linked to their primary account. In your account nickname, you can access transaction details for that particular nickname and use the quick actions to view and reference transaction tickets. In the primary account, daily transactions and test transactions appear on separate tabs. In the primary account, these transactions are included in the transaction table.
In the primary account, what’s the difference between Transaction, under Reporting, and Transactions (as a standalone tab)?
A: Transactions, located under the reporting tab, provides an inline view of transaction records separated by three tabs: Historic, Today, and Test. The data in this report is more detailed, versus the data that is located at the account nickname level.
The Transactions tab, which directs to the Transaction Management page includes quick actions to manage and view details of transactions. You cannot action Transactions from the Reporting tab in the primary account. This is different from how the Transaction report works at the account nickname level.
Transaction Management, under Transactions tab
Transactions, under Reporting tab
How do I download the report?
A: You can download the report by logging in to your primary account and clicking the Reporting dropdown tab. From there, they can click Transactions. To download the report, clients can click the Download icon.
Is the Transaction Report still available at the account nickname level?
A: The Transaction Report is still available at the account nickname level. However, the report at the primary account level contains more data and functionality.
How do I provide clerk users access to reports?
A: You can provide clerk users access to the reports by logging in to your primary account, clicking the Users tab and then clicking the Manage Permissions link. Then, you can enable the User Enabled permission and select Sales Report Access permission for applicable nicknames.
Data and View Questions
Have any data fields been removed from the report?
A: The following fields have been removed from the report:
- Display Name
Why are there three tabs for the data?
A: The data is separated into three tabs: historic, daily, and test.
The historic data goes through a nightly reporting job that processes the transactions from the day to assign additional related data. This additional data adds extra insights for clients. The real time, daily data and test data sets do not go through this process and thus “live” on separate tabs to avoid confusion because of the variability between the data sets.
Historic data includes all data up until yesterday. Clients can access the previous two years of data.
What does “Declined Marketing” mean?
A: All ClickBank Clients must abide by the ClickBank Client Contract when determining how and who to market to.
The Do Not Market field is called Declined Marketing. Data values that can be included under this field are:
- True – meaning that Do Not Marketing regulations apply in the country or region the transaction was made in, and the customer DID decline marketing
- False – meaning that meaning that Do Not Marketing regulations apply in the country or region the transaction was made in, and the customer DID NOT decline marketing
- Not Applicable – meaning that Do Not Market regulations are not applicable in the country that the transaction was made in
What is the refresh rate on the data in the Transaction Report?
A: The data in the Transaction Report varies per report tab. Data in Today and Test report tabs are refreshed real time. Historic data is refreshed daily.
How much data is included in the Transaction Report?
A: There will be up to 2 years of data available in the report.
What new data is available in the improved Transaction Report in the primary account?
A: New data includes:
- Role on Transaction: Seller, JV Seller, Affiliate, JV Affiliate
- Sales Account: The account nickname that was attributed for the transaction
- Order Type: Rebill, Initial
- Transaction Type: Sale, Refund, Chargeback
- Upsell Flow ID & Upsell Path
- Coupon ID
- Order Form Template
- Seller Variables
- Transaction Amount
- Your Earnings
- Product Purchase Price
- Shipping & Handling
- Customer Tax
- Foreign Exchange Fee
- Product Discount
- Affiliate Earnings
- Seller Earnings
- JV Affiliate Earnings
- JV Seller Earnings
- Platform Fee
- Order Number
- Line Item Type: Initial, Order Bump, Upsell, Rebill
- Commission Type: Revenue-share or CPA
What is the order number and how is it used?
The order number links all transactions in an order (including upsells and order bumps). This metric is generated by ClickBank and is different from the receipt number for a purchase. This metrics is used to calculate average order value (AOV).
Have any data fields been renamed?
A: The following fields have been renamed:
- Date is now Transaction Date
- Time is now Transaction Time
- Receipt is now Receipt Number
- Item is now Product Item Number
- Vendor is now Primary Seller
- Affiliate is now Primary Affiliate
- TID is now Tracking ID
- Line Item Type is now Order Type
- Pmt is now Payment Method
- Last Name is now Billing Customer Last Name
- First Name is now Billing Customer First Name
- Billing Customer City*
- Country is now Billing Customer Country
- St. (state) is now Billing Customer Province
- Zip Code is now Billing Customer Postal Code
- Email is now Billing Customer Email
- Amount is now Your Earnings
- Discount is now Product Discount
- Code is now Coupon Code
Additional Resources & Related Articles
- KNOWLEDGE BASE: Transaction Reporting on ClickBank
- KNOWLEDGE BASE: Reporting FAQ
- KNOWLEDGE BASE: ClickBank Reporting Suite: Report Glossary
- KNOWLEDGE BASE: The Reporting Dashboard: Navigation the ClickBank Reporting Suite