The Data tab surfaces every click and form event flowing through a campaign in real time. It acts as a living ledger: users can search, filter, export, or take row-level actions without leaving the page. The layout mirrors other Pingtree modules, providing a familiar experience.

Elements & Features

  1. Global Search
    Instantly narrow results by typing name, mobile, email, or transaction ID.

  2. Headline Counters
    Real-time totals for Clicks, Forms, and Conversions. Adjust dynamically with filters.

  3. View Toggle (Clicks / Forms)
    Switch between raw click events and completed form submissions.

  4. Columns Button
    Open a side drawer to toggle visibility and re-order fields. Save views for later use.

  5. Filters Button
    Launches a panel with preset dropdowns (Source, Advertiser, Events) and a custom builder using key ▸ operator ▸ value logic.

  6. Date Range Picker
    Choose from relative (e.g., Today, Last 7 Days) or absolute date ranges. Campaign timezone is respected.

  7. Export Button
    Generates a CSV export (max 100,000 rows) using applied filters. Delivered via in-app notification and email.

  8. Results Grid
    A fully virtualized, infinite-scroll table with live refresh.

  9. Row Actions Menu
    Context-specific actions like:

    • Request Logs: View full request/response JSON
    • Distribution Logs: Clone form for routing test
    • View Form
    • Edit

Working with the Grid

  • Clicks vs Forms View
    Clicks show every inbound event, even if the form was not completed.
    Forms represent completed submissions (collapsed across multiple clicks).

  • Choosing Columns
    Click the Columns button to toggle visibility or re-order fields.
    Save View stores your layout for future sessions.

  • Date Range Picker
    Defaults to the last 30 days. Use presets or define a custom start–end range.
    Click Apply to refresh or Clear to reset.

  • Exporting
    CSV exports use UTF-8 encoding and reflect currently visible columns.
    Limit: 100,000 rows. Use filters to narrow results.
    Download links are sent via notification and email.

  • Filtering Data

Filter TypeBehavior
Preset dropdownsMulti-select chips for Source, Advertiser, and Events
Custom FiltersUse key/operator/value logic with support for text, numeric, and date conditions
ResetClick “Clear All Filters” to wipe filters without refreshing the page

Common Workflows

  • Quick Audit

    • Switch to Forms view
    • Set Date Range to “Yesterday”
    • Open Filters → Events = Base Click Sold
    • Review data or Export for compliance checks

  • Creating a Custom View

    • Enable relevant columns
    • Rearrange using drag-and-drop
    • Save View (e.g., “Buyer QA”)
    • Automatically reloads next visit

Permissions & Visibility

RoleCapabilities
AdminFull access to all actions
BuyerRead-only access to their leads only
AffiliateClicks view only, no export access

Best Practices

  • Save different views for QA, Compliance, and Finance to streamline workflows
  • Limit exports to under 100k rows to prevent timeouts; split larger data pulls into monthly chunks