Buyers Report

Documentation Index

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The Buyers Report in Pingtree (PT) provides campaign owners with a detailed view of all leads that were sold or rejected by buyers. This report enables teams to track buyer behavior, measure conversion outcomes, and refine lead distribution strategies.

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Overview

This report is accessible from the Campaign View → Reports → Buyers tab. It presents all buyer-related lead activity and supports:

• Individual or grouped views
• Date-based filtering
• Dynamic column visibility
• Buyer-specific reporting

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Key Features

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Sold & Rejected Lead Tracking

• Easily see which leads were successfully sold or rejected by buyers.
• If a lead is rejected, fields like endpoint and rejection reason are available.

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View Modes

• Individual View: Lists each lead transaction line by line.
• Group View: Aggregates data by buyer or endpoint for higher-level summaries.

Toggle between these views using the Group Tab.

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Date & Buyer Filters

• Use the Date Picker to narrow results to a specific time window.
• Filter the report to focus on a specific buyer or a set of buyers.

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Column Customization

• Decide which columns you want visible in your report.
• Hide or show data fields like:
  • endpoint
  • buyer_name
  • rejection_reason
  • status
  • lead_id, etc.

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How It Works

1. Navigate to:
   Campaign > Reports > Buyers

2. Configure your filters:
   • Choose a date range
   • Apply buyer filters
   • Select columns to show or hide

3. Switch views:
   • Use Group Tab to view grouped summaries

4. Analyze outcomes:
   • Understand which leads are converting and which are being rejected — and why.

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Note: This report is particularly useful for diagnosing delivery issues, managing buyer quality, and fine-tuning your lead distribution rules.