Personal orders report
The personal orders report is a valuable feature for brands utilizing Roster to manage their ambassador programs. This report provides insights into the purchases made by ambassadors, reflecting their loyalty to the brand and the effectiveness of various incentive strategies like personal discounts, early access, and campaign rewards.
By analyzing this report, brands can assess how successful their programs are at encouraging repeat purchases among ambassadors and even decide on additional rewards for them. The report offers a detailed breakdown of orders, highlighting whether they were made using reward codes or if they matched ambassador email addresses, providing a comprehensive view of ambassadors' purchase activity.
Step-by-step instructions
Access the personal orders report
- Click on Reports > Personal orders in the left-hand navigation menu.
- By default, the report is filtered by a recent date range (e.g., the current month).
- Open the date range selector to choose pre-selected dates or set a custom date range for a specific analysis period.
Review summary totals
- Review the summary at the top that includes:
- Total personal order revenue for the selected date range.
- Number of orders from reward codes.
- Number of orders matched by ambassador email.
View detailed order information
- Check order specifics in the Order Details drawer, including the date, referral method, and attribution type.
- For Shopify users, click the order number to view it directly in your Shopify store.
Filter and sort the report
- Use filters to further refine the report. Filter options include:
- Ambassador
- Program
- Date range
- Referral methods (e.g., referral links or discount codes)
- Order number
- Discount code
- Referral link ID
- Contact tags
- Sort the table by various options like order revenue.
Export the report data
- Select Export for options to:
- Export just the current page.
- Export all orders in your account.
- Export orders that match the current filters.
- Choose export format (CSV) and open in Microsoft Excel, Google Sheets, or other platforms for further analysis.
Need help?
If you need any additional assistance with with your Roster account, feel free to contact our support team at [email protected]. We're here to help!