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Reporting & Analytics Guide

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Advanced reporting is critical for understanding and growing your revenue. Get access to up-to-date visual reports and cohort analysis so you can quickly analyze trends, measure customer satisfaction and identify opportunities for optimization. If you combine your email campaign with revenue tracking parameters, you will see which email cadence coverts the best among your new customers. Moreover, by including tracking in your checkout process, you can gather metrics and optimize your processes.

This guide provides an overview of the two cleverbridge reporting tools and a comparison of what each offers. It leads you through the basic steps for creating a report in the Business Intelligence application. You can also get an overview of revenue tracking by using x-parameters and learn how to set up and view revenue tracking. Finally, the guide describes how to integrate third-party analytics code with the checkout process with the third-party tracking setup feature in the Commerce Assistant.


Log in with your Commerce Assistant credentials and gain access to client-only content marked with an asterisk. This includes forms and lists, as well as the clearing & payouts guide.