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  • Top of Funnel Applications
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      • Embeddable Debt Consolidation Loan Calculator
      • Embeddable Personal Loan vs Debt Relief Calculator
      • Embeddable Savings Calculator
      • Adding Your Client Tags for Reporting Attribution
  • Loans / Savings / Second Look Marketplace
    • Hosted Integrations
      • Partner Pages / Embeds
        • Loans Partner Pages
          • Frond-End Customization Options
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        • Loans Embeds
        • Pre-Populating Existing Customer Data
        • Adding Your Client Tags for Reporting Attribution
      • Mobile SDK
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        • Adding Your Client Tags to Reporting for Mobile SDK Integrations
        • Event Handlers for Real-Time Tracking in the Engine Mobile SDK
    • Native API (Build Your Own)
      • Financial Product Verticals
        • Loans
          • Personal Loans
            • Collecting User Information for Personal Loans
            • Displaying Personal Loan Offers
            • API Specifications
            • FAQs
          • Home Equity Line of Credit (HELOC)
            • Displaying Offers HELOC
            • Risk Factors & Requirements
            • Dos & Don’ts for All HELOC Supply Partners
            • Dos & Don’ts for HELOC Native Partners (API)
            • Our Embed/Partner Page Implementation
            • HELOC-specific disclosures
          • Auto Loan Refinancing (ALR)
            • Collecting User Information
            • Displaying Auto Loan Refinance Offers
            • API Specifications
            • FAQs
        • Savings
          • Collection User Information for Savings
          • Displaying Savings Offers
          • Marketplace Display Requirements
          • Reporting
          • API Specifications
        • 2nd Look Marketplace
          • 2nd Look Marketplace (Financial Services Providers)
          • 2nd Look Marketplace (Channel Partners)
            • Collecting User Information for 2LM
            • Displaying 2L Marketplace Offers
      • Adding Your Client Tags to Reporting for Native API Integrations
      • General Compliance Guidelines
        • Consumer Information Fields
          • Additional Compliance Recommendations & Best Practices
        • Disclosures
        • Consents
        • Offer Display Fields
    • Reporting Options for Channel Partners
      • Channel Partner Reporting - Looker
      • Channel Partner Reporting - Analytics API
  • Credit Cards Marketplace
    • Native API (Build Your Own)
      • Getting Started
      • Flow Design
      • Collecting User Information for Credit Cards
      • Displaying Credit Card Offers
      • API Specifications
      • Compliance Guidelines
  • New Marketplaces (Credit Builders, Earned Wage Access, Debt Relief)
    • Hosted Integrations
      • New Marketplaces Embeds
      • Adding Your Client Tags for Reporting Attribution
  • References
    • Brand Guidelines and Assets
    • Appendix
      • Appendix A - Notices
      • Appendix B - Disclosures
      • Appendix C - Consents
      • Appendix D: API Field to Offer Card Mappings
      • Appendix E: Appending Client Tags for Partner Page and Embed Integrations
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  • Standard Reports
  • Lead-level metrics
  • Aggregated metrics by date

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  1. Loans / Savings / Second Look Marketplace
  2. Reporting Options for Channel Partners

Channel Partner Reporting - Looker

PreviousReporting Options for Channel PartnersNextChannel Partner Reporting - Analytics API

Last updated 7 months ago

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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.

These can be scheduled at a regular cadence (daily, weekly, etc). Common forms of delivery are email and sftp (username/password authentication), but . Please reach out to your partner manager for assistance setting up delivery in your desired method.

Standard Reports

Here are two reports you can expect 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.

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.

Please contact your Partner Manager for more details and to set up reporting via Looker.

Looker also supports delivery via webhook and to an S3 bucket
Sample aggregated Looker reporting