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Account Nickname Reporting: Transactions Report
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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

  • Email

  • 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.
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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.

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Step 3: Select the account nickname you want to run a report in.

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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

  • Email: Click the envelope icon to send the customer an email.

  • Ticket: Click the T icon to open the ticket for the transaction or to view the ticket details.

  • Details: Click the magnifying glass icon to view details on the transaction.

  • PDF: Click the PDF icon to download a PDF receipt.

  • Contract: Click the people icon to view details of the contract.

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:

  • Sale: A sale transaction

  • Sale-RB: A sale transaction for the initial sale of a recurring billing product.

  • Rebill: A sale transaction for a rebill of a recurring billing product.

  • Bounced: The customer’s bank returned the customer’s check to us unpaid. When this happens, the profit you received from the sale is deducted from your account, along with a $1 charge.

  • Refund: ClickBank approved a return of the order either by the vendor’s request or the customer’s request.

  • Chargeback: The customer requested a refund directly from his or her bank. In this case, the profit you earned from the sale is deducted from your account. If you are the vendor of the product, a bank penalty charge is also deducted from your account.

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:

  • Original : An initial purchase.

  • Cart : A purchase as part of a cart order.

  • Bump: A purchase made through an order bump.

  • Upsell: A purchase made through an upsell flow.

Pmt

This is the method of payment:

  • CARD: This is the brand of credit card such as AMEX (American Express), DISC (Discover), MSTR (MasterCard), or VISA

  • PYPL or PYPL-NEW: PayPal

Currency

This is the currency type used for the purchase. The following are valid currency types:

  • AUD: Australian Dollar

  • CAD: Canadian Dollar

  • CHF: Swiss Franc

  • DKK: Danish Krone

  • EUR: Euro

  • GBP: British Pound

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:

  • Hop: Attribution using a HopLink.

  • Email-Based: Email-based affiliate attribution.

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.

Email

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

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