Overview
ClickBank users can utilize the Transactions Reporting feature to run sales reports using various search criteria to limit the report. The Transaction Search page is divided into two distinct sections: the Search Criteria box and the Search Report area.
To export a CSV of every transaction that was made via your sales account, click the hyperlink in the For Your Information box at the the top of the Transaction Search page.
The Search Criteria box allows users to set the parameters for a search. The parameter options are as follows:
- Affiliate
- Affiliate status
- Coupon code
- Credits
- Date range
- Debits
- Item
- Last Name
- Purchase type
- Receipt number
- Role
- Start/end date
- Tests
- Transaction ID (TID)
- Vendor
The Search Report area presents the results of the search report in tabular format. By default, the Search Report area shows all credits and debits (excluding charges in which the current account was involved).
NOTE: Transactions in which you earn 0% are not displayed in transactions reporting but are included in transaction quality metrics and analytics. For example, if you are the affiliate for a product with an initial commission but a 0% recurring commission, the rebills are not displayed here, but their quality is included in your transaction quality reporting.
This article contains the following sections:
How to Run a Transactions Report
A sales reports displays all transactions that meet each of the specific parameters included in the search criteria. If you have not specified any parameters, the default display shows the most recent transactions.
NOTE: This report is ran at the nickname account level. If you do not have a primary account linked to your nickname account, proceed to the Reporting tab.
Related: How do ClickBank accounts work?
Step 1: Log in to your account.
Step 2: Click the Accounts tab.
Step 3: Select the account nickname you want to run a report in.
Step 4: Click the Reporting tab, then click Transactions.
Step 5: Provide one or more search parameters and click Go.
NOTE: If you are searching by Receipt Number, you must use the Go button beneath the Receipt Number field.
Step 6: Review your results.
Once you click the Go button, your results will be returned in the Search Report area. For more information on the function of each column of the Search Report table, check out the table below:
NOTE: A transaction report can generate the values No Affiliate and No Tracking Code. These are the sum of all transactions that did not contain a value for your requests.
| Column | Function |
|---|---|
| Actions |
|
| Date | This is the date the transaction took place. |
| Time | This is the time the transaction took place. |
| Refund Expiration | The date on which the 60-day refund period for the transaction expires. |
| Receipt |
This is the unique ClickBank receipt number for the order. Vendors can see all eight characters in the receipt, while affiliates can see the first three followed by five Xs. Rebills have the same receipt number as the initial order, followed by a dash and a four-digit number showing its place in the series of rebills. |
| Item | This is the number that is associated with a specific product. Each product is assigned a unique item number when it is created in the system. |
| Amount | This is the amount you earned for the transaction. Since this is a net amount, it will not match the gross transaction amount used in the Transaction Quality Metrics. |
| Quantity | The quantity of the specified item purchased in the transaction. |
| Txn Type | This is the Transaction Type. The following are valid transaction types:
|
| TID | The Tracking ID of the transaction (if applicable). |
| Upsell From | The products, if any, that include the purchased product as an upsell. |
| Has Upsells | The products, if any, included as an upsell of the purchased product. |
| Line Item Type |
The type of purchase for this line item. The possible line item types are:
|
| Pmt | This is the method of payment:
|
| Currency | This is the currency type used for the purchase. The following are valid currency types:
|
| Discount | The discount amount applied to the transaction. |
| Code | The coupon code used in the transaction, if any. |
| Vendor | The account nickname of the vendor who created the purchased product. |
| Affiliate | The account nickname of the affiliate on the sale, if any. |
| Commission Attribution |
The method used to attribute affiliate credit:
|
| CC | The Country Code for the nation where the customer is located. |
| St | The code for the state where the customer is located (if applicable). |
| Last Name | The customer's last name. This information is only available to the vendor. |
| First Name | The customer's first name. This information is only available to the vendor. |
| Display Name | The customer's full name or preferred name. This information is only available to the vendor. |
| The customer's email address. This information is only available to the vendor. |
|
| IP Address | The customer's IP address. |
| Zip Code | The customer's zip code. |
| Declined Consent | The customer's consent selection. An X indicates that the customer does not consent to marketing communications. |
Additional Resources & Related Articles
- KNOWLEDGE BASE ARTICLE: How do I run and review ClickBank Seller reports for multiple accounts?
- KNOWLEDGE BASE ARTICLE: Account Nickname Reporting: Analytics Report
- KNOWLEDGE BASE ARTICLE: Primary Account Reporting: Report Glossary