Performance workbooks without CSV busywork
Finance, AMs, and analysts often need a spreadsheet that matches the filters on a performance screen. These Google Sheets exports cover money, clicks, and change alerts.
Transactions
Where: Transactions
Use when: Reconciling a statement month, reviewing corrected rows, or sharing a filtered commission extract.
Pick a calendar month (or date filters where offered) before exporting so the sheet matches the close window. Status filters (pending, approved, paid, corrected) carry through. See transaction reconciliation.
Clicks
Where: Clicks analytics
Use when: You need click totals by advertiser/network in a sheet for EPC or content planning—not just on-screen charts.
Top advertisers
Where: Top advertisers
Use when: You want the highest-value programs for a period in Sheets, with Contacts for follow-up.
Hot advertisers / catalog
Where: Hot advertisers
Use when: Editorial or BD needs “what is trending now” as a workbook. Catalog-style Sheets exports also attach Contacts for the advertisers shown.
Commission drops
Where: Commission drops
Use when: You are chasing amount declines week-over-week or month-over-month—good for proactive AM outreach. Export the Top 500-style view to Sheets instead of screenshotting the table.
Commission rate drops
Where: Commission rate drops
Use when: Average rate moved down WoW/MoM and you need a shareable list. This path used to be CSV-only; it is Sheets now.
Performance summary & period report
Where: Performance summary · Period report
Use when: Leadership wants a branded multi-tab performance workbook or a custom period comparison in Drive—not a one-off download that expires in email.
Practical combo for monthly close
- Export transactions for the statement month (and a corrected-only filter if needed).
- Export status-oriented views from the product reports when unpaid aging matters.
- Export commission / rate drops for the same publishers to catch silent cuts.
- Keep run tabs open until each sheet finishes; cancel if you mistyped filters.
Large exports: prefer the default first 10k unless finance truly needs the full match under the 300k ceiling.
Frequently Asked Questions
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