The Reports tab brings every printable report into one place. Each report has its own page where you choose filters, see a live preview, and open a print-ready version you can save as a PDF.
Use reports to brief a JV partner, share your launch calendar with a team member, or keep a record of how each month went.
Where to find it:
Click the Reports tab. The overview page has a card for each report with a live number and an Open button. Hover the Reports tab to jump straight to any report.
The reports:
- 📄 Partner Report: pick any partner and see their summary on the page (reciprocity, sales sent, EPC, top products), then open the full partner PDF.
- 📅 Calendar Report: a day-by-day timeline or a month grid of launches, mailings and tasks for any date range.
- ✉ Mailing Schedule: every mailing and launch in a month, with status counters.
- 🏆 Top Affiliates Brag Sheet: a ranked leaderboard of the partners who sent you the most, as a PDF, a shortcode or a public page.
- 📊 Sales Intelligence: your best days, weeks, months and years, top products, top partners and patterns.
- 🏆 Review & Momentum: your wins, reflections and activity, ready to print. See Review & Momentum.
Partner Report:
- Open Reports, then Partner Report.
- Pick a partner from the menu. Partners are sorted by how much they sent you.
- The page shows their rankings, key numbers, reciprocity bar, breakdown by platform and data sources.
- Click Open Full PDF Report for the printable version, Edit Partner to open their profile, or Browse All Data for their raw rows. See One-Click PDF Partner Reports.
Calendar Report:
- Open Reports, then Calendar Report.
- Choose a Date Range. The presets include Today, Tomorrow, Next 7 Days, Next 30 Days, Next 90 Days, This Week, Next Week, This Month, Next Month, This Year and more, or pick a custom range.
- Choose the PDF Layout: Timeline (one block per day, best for sharing) or Month Grid (a compact calendar, best for an overview).
- Under What to Include, tick Launches, Mailings, Tasks (MPA/MIT), Wins, Income and Internal Promo as you need.
- Click Refresh Preview to update the table on the page, then Open as PDF.
Untick Income before you share a calendar with someone who should not see your dollar amounts.
Mailing Schedule report:
Pick a date range (This Month by default). Counters at the top show how many mailings and launches there are, and how many are Draft, Scheduled and Sent. Below is the schedule, one row per mailing. Click Open as PDF to print it.
Top Affiliates Brag Sheet:
- Open Reports, then Top Affiliates.
- Choose the Period and the Top N (how many partners to list).
- Choose the Theme, Light or Dark, for the PDF and the public page.
- Click Open as PDF, or Open Public URL, or copy the shortcode under Embed-anywhere shortcode and paste it into any page.
The ranked list below shows each partner's rank, photo or initials, badges, sales and revenue. The public page needs to be switched on first in Settings, under Public Top Affiliates Leaderboard. Until then the button reads Enable Public URL.
Sales Intelligence report:
Choose a date range and how many products and partners to list, then click Refresh Preview. The page shows the main numbers, where the money came from (each source), quick periods, top products, top partners, top years and top months. Click Open Full PDF for the full version, which has 12 sections including day-of-week and hour-of-day patterns and charts.
How the PDFs work:
Every report opens as a page styled for printing, with a Print / Save as PDF button at the top. Click it, and in your browser's print window choose Save as PDF as the destination. No extra software is needed.
A real example:
Before a call with Marcus Bellweather, Dana opens Partner Report, picks Marcus and saves the PDF. Then she opens Calendar Report, chooses Next 7 Days with the Timeline layout, unticks Income, and sends the PDF to her assistant so they both know which emails go out this week.
Tips:
- Manual sales you add on a partner's page are counted in Sales Intelligence, the Partner Report, the partner page and the partner PDF.
- Chrome and Edge give the cleanest PDFs.
- For a full-screen live version of your leaderboard, see the shortcode and public page in Commerce Feed, Daily Digest, AR Enrich, Link Map And Shortcodes.