Affiliate report
When to use this screen
UI slug coupon-passed-payout-rate. Funnel for referred traders. Open from the Reports hub card. Export CSV when finance asks.
Who can open it / who to ping
- Need the specific report card permission, not only reports manage.
- Ping finance before circulating row-level CSVs.
Find the record
Open Admin → Reports Management → Affiliate report.
Happy path
- Set the same date range the ticket names (timezone: company default).
- Read aggregates first.
- Export only if needed; store in the finance folder, not Discord.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| View | Analysis | None |
| Export CSV | Finance | File may include emails |
If this fails
- Empty: permission, date range, or no rows in period.
- Do not treat a simulation report as a production config change.