# Looker Reporting

Reporting can be set up and sent via Looker. The examples below showcase metrics at lead-level for more granular look at funnel metrics, and in the aggregate by date for a high-lever look at performance over regular intervals.

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Please contact your Partner Manager for more details and to set up reporting via Looker in your desired delivery method.
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## Delivery Methods

Looker reports can be scheduled on a regular cadence, such as daily or weekly. The most common delivery methods are: email and SFTP. Looker also supports webhook and S3 delivery.

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Engine only supports Username/Password authentication at this time.
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### What Engine Needs

To configure scheduled delivery, please provide:

* **Report type**: lead-level report, aggregated report, or both
* **Delivery method**: email, SFTP, webhook, or S3
  * Additional requirements are defined below
* **Cadence**: daily, weekly, monthly, or another required schedule
* **Desired send time**: include timezone
* **Output format**: usually CSV
* **Any required filters**: for example product, campaign, placement, or client tag
* **Business contact**: who should receive and validate the report
* **Technical contact**: who can troubleshoot destination or access issues

{% hint style="info" %}
If you need your own identifiers in the report output, make sure you are sending Client Tags with your leads. See [Appending Client Tags for Reporting & Attribution](https://even-financial.gitbook.io/developer-center/channel-partner-reporting/appending-client-tags-for-reporting-and-attribution).
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### Email&#x20;

Email is the fastest option to set up. It is best for business users who want a recurring report without engineering work. Please provide:

* Recipient email address list
* Preferred cadence and timezone
* Any required subject line or naming convention, if applicable

### SFTP

SFTP is usually the best option if your team wants to ingest flat files into an internal reporting pipeline. Please provide:

* SFTP host
* Port, if not standard
* Username and password
* Destination folder or file path
* Any file naming convention you want used
* Any network restrictions we should know about

### Webhook delivery

Webhook delivery is useful when your team wants to trigger an automated workflow when a report is generated. Please provide:

* Destination URL
* Required request method, if your endpoint expects one
* Any required authentication or headers
* Expected success response for delivery testing
* Any required query parameters or path parameters

### S3

S3 is a good fit when your team already centralizes reporting files in AWS for downstream processing. Please provide:

* Bucket name
* Target folder or prefix
* Region, if relevant to your setup
* Access instructions or credentials required for delivery
* Any file naming convention you want used

### Additional Considerations

To speed up setup, also include:

* Whether you need a test delivery before go-live
* Whether you need historical backfill, or only ongoing scheduled delivery
* The exact client tags or dimensions you expect to see in the report
* A sample destination configuration that will succeed in your environment

The more exact your destination and naming requirements are, the faster reporting can go live.

## Standard Reports Available

Here are two reports you can request to see.

### Lead-level Metrics

The following is a snapshot of lead-level metrics. This will show you how far leads are progressing in the funnel, and monetization/payout to you, when applicable.

<figure><img src="https://3849802388-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MeMvVDbjd8vJWZ9Hwf0%2Fuploads%2Ffie4gwm2x0A8fa4rwPaW%2Fimage.png?alt=media&#x26;token=0691ef45-1d00-4c82-bd74-37edba3c0875" alt=""><figcaption></figcaption></figure>

### Aggregated Metrics by Date

The following is a snapshot of aggregate performance metrics over certain periods of time. These will give you an idea of how your campaign/placement is peforming *overall.* This is typically provided ad hoc on request, so your partner manager can review and explain funnel metrics together, and provide guidance when appropriate.

<figure><img src="https://3849802388-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MeMvVDbjd8vJWZ9Hwf0%2Fuploads%2FnRXVPNcZ8gPtJvIAT7fU%2Fimage.png?alt=media&#x26;token=53be5269-7a2d-4790-adc5-541409248c0c" alt=""><figcaption><p>Sample aggregated Looker report</p></figcaption></figure>
