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Reports: Custom Report

A guide to the Custom Report in Swaarm - how to build, filter, and read aggregated performance reports, plus how to save, share, and schedule them by email.

Updated over a week ago

The Custom Report is the main performance reporting tool in Swaarm. Unlike the Conversion Report which shows one row per conversion, the Custom Report aggregates data - giving you totals and breakdowns across any combination of dimensions and metrics you choose.

Go to Reports → Custom Report.


How to build a report

  1. Go to Reports → Custom Report

  2. Select a date range

  3. Choose your dimensions - what to group data by (offer, publisher, country, date, etc.)

  4. Choose your metrics - what to measure (clicks, conversions, revenue, cost, margin, etc.)

  5. Add filters if needed

  6. Click Generate Report

ℹ️ Column order matters - columns appear in the order you select dimensions and metrics. To reorder, deselect and reselect in the order you want them.


Filters

The following filters are shown by default for quick access:

Filter

What it does

Offer ID

Filter by one or more offers

Adv. ID

Filter by one or more advertisers

Pub. ID

Filter by one or more publishers

Event ID

Filter by specific conversion event

Postback Status

Filter by Approved, Pending, or Rejected

Postback Decision

Filter by Passed or Failed

Click + Add Filter to filter by any other dimension not shown by default.


Dimensions

Category

Fields

Offer

Offer ID,

Offer Name,

Offer Status,

Offer Tags,

Event ID,

Event Name,

Offer Ad ID,

Offer Ad Name,

Offer Ad Group ID,

Offer Ad Group Name,

Offer Campaign ID,

Offer Campaign Name,

Advertiser Event ID,

Offer Tracker Name,

Appsflyer Agency,

Offer App ID,

Adv. Offer ID,

Imported Offer ID,

Smart Link ID,

Offer Landing Page ID,

Offer Landing Page Name,

Targeted Payout ID,

Targeted Payout Name,

Offer Migration ID

Publisher

Publisher ID,

Publisher Name,

Publisher Tags,

Publisher Manager ID,

Publisher Manager Name,

Publisher Sales Manager ID,

Publisher Sales Manager Name, Publisher Sub ID,

Publisher Sub Sub ID,

Publisher Org. Sub ID,

Publisher Group,

Publisher App ID,

Publisher App Name,

Publisher Site,

Publisher Creative,

Publisher Creative ID,

Publisher Placement,

Publisher Unique 1,

Publisher Unique 2,

Publisher Unique 3,

Publisher Referrer,

Publisher Term,

Publisher Migration ID

Advertiser

Advertiser ID,

Advertiser Name,

Advertiser Tags,

Advertiser Manager ID,

Advertiser Manager Name,

Advertiser Sales Manager ID,

Advertiser Sales Manager Name

Evaluation

Traffic Tags,

Postback Status,

Postback Decision,

MMP Rejection Reason,

MMP Rejection Reason Value,

Status Failed Rules,

Status Failed Subrules,

Decision Failed Rules,

Decision Failed Subrules,

Click Failed Rules,

Click Failed Subrules,

Impression Failed Rules,

Impression Failed Subrules

User / Traffic

User Geo City,

User Geo Region,

User Geo Country,

User Device Language,

User Device Pref. Language,

User Device Make,

User Device Model,

User Device Browser,

User Device OS,

User Device OS Ver.,

User Connection Type,

User Connection ISP,

User Connection Carrier Code,

User Connection MCC,

User Connection MNC,

User Agent

Other

Date

ℹ️ Note: Publisher App Name & Publisher App ID refer to where the publisher showed the ad. Offer App ID is the ID of the app being advertised (e.g. id917737838).


Metrics

Metric

Definition

Conversions

Approved conversions (payable and non-payable)

Paid Conversions

Approved payable conversions only

Total Conversions

All conversions regardless of status (Approved, Pending, Rejected)

Events

Count of all events other than the default event

Revenue

Sum of WeGet for Approved conversions only

Total Revenue

Sum of WeGet across all statuses

Costs

Sum of TheyGet for Approved conversions only

Total Costs

Sum of TheyGet across all statuses

Conversion Rate

Approved conversions ÷ total clicks

Click-through Rate

Clicks ÷ impressions

Event Rate

Events ÷ default event count

Earnings Per Click

Total profit ÷ clicks

Profit

Revenue (WeGet) - Publisher Costs (TheyGet)

Searches

Number of searches conducted by users

Monetized Searches

Searches where an ad or sponsored link was displayed

Ad Clicks

Unique users who clicked an ad within search results

Coverage

Monetized searches ÷ total searches

CTR (Click-through rate)

Ad Clicks ÷ Impressions

RPC (Revenue per click)

Revenue ÷ Ad Clicks

RPM

Revenue ÷ Searches × 1000

CTR (Monetized)

Click-through rate considering only monetized traffic

RPM (Monetized)

Revenue per thousand impressions for monetized traffic only

Latency

Time for a user to return to a redirected URL

Client Latency

Time between a client initiating a request and receiving a response

Payout WeGet

The revenue amount configured on the offer

Payout TheyGet

The cost amount configured on the offer

Daily / Monthly Click Budget

Click cap configured on the offer or publisher

Daily / Monthly Conv. Budget

Conversion cap configured on the offer or publisher

Daily / Monthly Revenue Budget

Revenue cap configured on the offer or publisher

Pub. Conversions

Approved conversions with decision Passed

Pub. Conversion Rate

Approved conversions with decision Passed ÷ total clicks

Pub. Paid Conversions

Approved payable conversions with decision Passed

Pub. Revenue

Revenue from Approved + Passed conversions

Pub. Costs

Cost of all conversions with decision Passed

Effective Cost Per Action (ECPA)

Publisher cost ÷ actual paid conversions

Sale Amount

Used to calculate ROAS based on publisher sales

Custom Numeric Value

Custom numeric value passed in the postback

Avg. Custom Numeric Value

Average of the custom numeric value

Clicks

Total clicks redirected to the advertiser

Unique Clicks

Unique clicks only

Discarded Clicks

Clicks blocked by optimization rules

Impressions

Total impressions redirected by Swaarm

Discarded Impressions

Impressions blocked by optimization rules

ℹ️ Budget metrics require Offer ID and/or Publisher ID to be selected as a dimension.

ℹ️ Offer name delay - offers created or renamed in the last 30 minutes may not show their updated name in the report yet. Allow up to 30 minutes for names to appear.


Default daily reports

At the top of the Custom Report page you'll find a set of pre-built daily reports to help you get started quickly. These cover common views like performance by offer, by publisher - useful as a starting point or as templates to build from.


Saving reports

Once you've built a report you want to reuse:

  1. Click to run the report

  2. Click

  3. Give the report a name.

  4. Set range (optional)

    ℹ️ Relative vs fixed date ranges on saved reports - if you want the date range to update automatically each time you open the report (e.g. always show "last 7 days"), select a relative time range when saving. Fixed date ranges stay locked to the dates you set.

  5. Choose visibility:

    Public checkbox not selected - only you can see it

  6. Public checkbox selected - visible to all users in your organisation (shown with blue dashes)

  7. Click Save

Your saved reports appear at the top of the Custom Report page. Delete any saved report by clicking on edit and then delete.


Scheduling reports by email

You can schedule any saved report to be sent automatically by email on a recurring basis - useful for regular performance updates to your team or clients.

To set up a scheduled email:

  1. Save the report first (see above)

  2. Open the saved report

  3. Select Send report as email

  4. Click on schedule and set the frequency - daily, weekly, or monthly

  5. Add subject, message, and recipients - email addresses to send to

    ℹ️Use the {date} macro in Subject to include the date dynamically. Example: Performance Report {date} → "Performance Report 25/01/2026"

  6. Click Save

ℹ️ Scheduled reports use the time range configured in the saved report. Use a relative date range (e.g. "last 7 days") so the report always covers the most recent period rather than a fixed historical window.


⚠️ Important - if sending to an external recipient, make sure the report doesn't include sensitive data you wouldn't want them to see.


Export to CSV

Click to export the current report view to CSV. Your selected columns and filters are applied to the export.

💡 Sharing and Sorting

You can also share the report URL with your colleagues internally to share the report.

You can sort columns by clicking the column header to sort by increasing or decreasing values. However, Offer Payouts and Budgets are not sortable, but can be sorted either by downloading as a CSV and sorting in the file or on the Overview Pages.


Expanding Reports

If you select any dimension amongst Advertiser, Offer, and Publisher you will be able to expand the rows below on the report.

This allows you to see data from a hierarchy order of Advertiser - Offer - Publisher. So once you go through and see stats that you want to know more details on like which offer this comes from or which publisher attributed conversions you can expand the row to find out here.

ℹ️ Please note that when you export as a CSV expanded rows are not included.


Quick Search

If you are looking for a specific number, name, or value in a large custom report then we recommend using the Quick Search function. This will allow you to search and find the data point in the custom report in seconds.

How to Use Quick Search

Once you have selected your filters, dimensions, and metrics and clicked search, the custom report will load. After it loads, there is a quick search bar underneath the Metrics box that looks like this:

From here you can enter any keyword, number, or value that you are looking for in the report.

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