Overview
The Reporting Hub is a separate, buyer-facing web portal hosted under your own custom domain. It allows you to give buyers direct access to the performance data for the campaigns you have granted them access to — without exposing the rest of your Pingtree account. Everything in the Reporting Hub is white-labeled: you control the domain, the branding images, and which campaigns each buyer user can see.Video Walkthrough: A step-by-step video guide for this feature is coming soon.
What Buyers See
When a buyer logs in to your Reporting Hub portal, they see a clean reporting interface scoped to the campaigns you have assigned to their account. They can:- View campaign performance metrics (clicks, conversions, leads accepted, etc.)
- Filter by date range
- Review historical trends for their campaigns
Setting Up a Custom Domain
To give buyers a fully branded experience, you can point your own domain (e.g.,reports.yourbrand.com) to the Reporting Hub.
DNS Requirements
Before starting domain setup in Pingtree, you must first update your DNS records so the domain points to Pingtree’s Reporting Hub infrastructure. Contact your DNS provider or domain registrar to add the required A record or CNAME.Domain Verification and Binding
Enter Your Domain
Navigate to Reporting Hub > Domain Settings and enter the custom domain you want to use (e.g.,
reports.yourbrand.com).Verify the Domain
Click Verify. Pingtree will check whether your DNS records are correctly pointed. If the domain is not yet pointed, you will see a prompt with instructions to update your DNS settings first.
Domain Binding Progress
The bind process streams live status updates to the screen. If an error occurs at any stage, the progress bar will display in red with an error message explaining what failed. Common causes include:- DNS records not yet propagated (can take up to 48 hours)
- The domain is already in use by another Pingtree account
Unlinking a Domain
To remove a custom domain from the Reporting Hub:- Go to Reporting Hub > Domain Settings.
- Click Unlink next to the active domain.
- Confirm the action. The domain binding and SSL configuration will be rolled back.
Branding Configuration
Upload custom images to match the portal to your brand identity.| Image | Where It Appears | Recommended Use |
|---|---|---|
| Login Page Image | Background or hero image on the buyer login screen | Brand photography, vertical banners |
| Portal Header Image | Header area within the reporting portal after login | Logo or brand wordmark |
Uploading Branding Images
Upload Images
Upload your Login Page Image and Portal Header Image. Supported formats are JPG and PNG. Images are stored securely and served via CDN.
User Management
Create individual login credentials for each buyer who needs access to the Reporting Hub portal.Adding a User
Fill In User Details
Enter the buyer’s first name, last name, email address, and a temporary password.
Editing and Deleting Users
- Edit — Update a user’s first or last name from the user list. Email addresses cannot be changed after creation.
- Delete — Remove a user’s access entirely. Deleted users can no longer log in to the portal.
Assigning Campaigns to a User
By default, a new Reporting Hub user cannot see any campaigns. You must explicitly grant access:- Open the user’s record from Reporting Hub > Users.
- Click Manage Campaigns.
- Select the campaigns this user is permitted to view.
- Click Save.
IP Whitelisting
Restrict portal access to specific IP addresses for additional security.Add Allowed IPs
Enter the IP addresses or CIDR ranges that are permitted to access the portal. Separate multiple entries with a new line.
How Buyers Use the Portal
Once a buyer has their credentials and the portal URL, their experience is straightforward:- Navigate to your custom domain (e.g.,
https://reports.yourbrand.com). - Log in with their email and password.
- Select a campaign from the list of campaigns assigned to their account.
- Use the date range picker to select the reporting period.
- View performance metrics, trends, and any data available for that campaign.
Configuration Summary
| Setting | Location | Purpose |
|---|---|---|
| Custom Domain | Reporting Hub > Domain Settings | White-label the portal URL |
| SSL Certificate | Auto-provisioned during domain bind | Secure HTTPS access |
| Login Page Image | Reporting Hub > Page Configuration | Brand the login screen |
| Portal Header Image | Reporting Hub > Page Configuration | Brand the portal interior |
| User Accounts | Reporting Hub > Users | Buyer login credentials |
| Campaign Access | User record > Manage Campaigns | Control which campaigns each buyer sees |
| IP Whitelist | Reporting Hub > Whitelist IPs | Restrict portal access by IP |