[CAP/TAP] Custom Report

This guide outlines how to access the Custom Report that is available in the Analytics section of the Partner Center. Below, we explain how you can use them to export and analyze data so you can analyze your managed Creators' performance in-depth.

Custom Report is available in the Analytics section of TikTok Shop Partner Center, which helps CAP and TAP Agencies access tailored data for easy analysis and reporting. It enables agencies to select relevant metrics, adjust timeframes, and apply filters to refine reporting results, providing clearer data visualization. Reports can be exported to Excel as well for deeper analysis, supporting long-term creator management strategies. As the Custom Report continues to evolve, four new features have been introduced in Dec 2024: Time Comparison, Summary, Trend Charts and additional filters, enabling lightweight analysis capabilities for Agencies. Image

1. Enables customization of data and reporting needs: Customize filters and dimensions to fulfill key data analysis needs, such as getting hot product lists for specific campaigns and examining overall performance across campaigns.
2. Improves efficiency: Streamlines the process so campaign data can be easily viewed, exported and analyzed all in one place.
3. Offers enhanced Insights: Exporting enables further analysis and manipulation of data within Excel, empowering you to delve deeper into insights, leading to more informed decision-making and strategic planning.
4. Provides ready access to past reports: Users have easy access to reports along with dimensions and filter configurations) generated in the past and can download them again.

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New Use Cases Enabled by Latest Features

[NEW] Use Case 1: Quickly access the trend chart of Affiliate GMV for a specific creator

• Select creator dimension, input creator's handle in the creator filter, then click the "Search" button.
• Navigate to the "Trend chart" tab., select "Affiliate GMV" metric to view its trend chart.
• To compare Affiliate GMV trends across multiple creators, you can clear the creator handle in the initial filter and input multiple creator handles in the filter on the Trend Chart tab.

[NEW] Use Case 2: Track campaign progress and compare performance across periods

• Select the Campaign dimension and choose "All Time" for the date range; then enable the Comparison checkbox, and select the desired comparison metrics, and click "Search" to generate results.
• View comparison rates for all selected numeric metrics in the "Table" tab, displayed in red/green below the raw data values to indicate increases/decreases.
• Select "Summary" near the Export button to quickly access the rough proportion of each campaign.
• Click the "Export" button to download the raw data, comparison rates, and summary data together.

Salient use cases for Agency partners

The following use cases are not exhaustive and only highlight key analytics use cases and metrics that Agencies can use as part of their creator management operations.

Use Case 1: View creator management analytics at different timeframe ranges

• You can use the Time dimension to group key metrics in terms of the time range that meets your analytics needs. You can choose to use Daily level aggregation for in-depth analytics of Creator management and use Monthly aggregation to view long-term trends, Creator performance/growth and overall reporting purposes.

Use Case 2: Check product lists or categories of products

• You can use the relevant Dimensions setting to select Product and Product Category. These can include but are not limited to product specific GMV, product level engagement and impressions etc. Add the Creator dimension to view how fruitful Creators/Product combinations are.
• Next, you can use the Filters option to add in your date range and the specific list of Creators and Shops that have promoted the product. Once you click on Search, you will be given the list of all products for the campaigns that meet your filter options.

Use Case 3: Understand Creator performance to maximize ROI

• You can use the relevant Dimensions setting to select Creator specific metrics such as GMV, Orders etc.
• Next, you can use the Filters option to add the specific Creator IDs for whom you want to see results. Once you click Search, you will be given the list of all creators in your selected campaigns.

Use Case 4: Track performance metrics for LIVEs and short videos

• You can use the relevant LIVE and Video dimensions to select channel specific metrics such as GMV, traffic efficiency, engagement and CTR/CO as well as other metrics.
• Note: You may not check live room level data and video level data at the same time, you can check them individually.
• Next, you can use the Filters option to add Creator IDs and Product IDs for your managed Creators and products. Once you click Search, you will be given the list of all products and shops for the campaigns selected in your filter options.

Use Case 5: Export and access past reports

• For every result set generated, you can Export results into Excel for more detailed analysis.
• Custom Report allows you to refer to previous reports you have generated (within past 7 days) and re-download them with the dimension and filter configurations in place when the report was generated.

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Entrance

Authorized users can access and use Custom Report by navigating to Partner Center > Analytics > Custom Report

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Usage and access considerations

1. If an agency provides TSP or MCN/CAP services as well as the TAP services, they will need to change their service category to MCN/CAP to be able to view metrics for CAP related data.
2. For example: If an agency is registered as a TAP and MCN/CAP in US region, they must choose between TAP and MCN/CAP service categories to be able to view the relevant data
3. The region in Custom Report will not automatically be the same as the region selected on other tabs of the Analytics section.
4. For example: An agency is registered as an ++MCN/CAP++ in both MY and ID. While viewing data in the Video Analytics tab, they switch their region from ID to MY. However, when they open the Custom Report tab, the region will revert back to ID instead of remaining consistent with the region they were viewing in the Video Analytics tab.

Using Dimensions

Dimensions are logical groupings of important and relevant metrics. Within the Dimensions section, you can select a number of different dimensions. Dimensions correspond to the headings displayed in your search results.

1. Time Dimension — Here, you can select from one of the below. Select a particular time dimension to aggregate results by the selected dimension range.
2. By Day
3. By Week (starting on Monday)
4. By Month
5. All Time (is selected by default in the time dimension)

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1. Other Dimensions — you can multi-select any of the below. The only exception is that LIVE and Video cannot be selected together.

Note: When you select each dimension, all the types associated with that dimension are automatically selected. All associated metrics will also be displayed in the grid view. At a later time, users will also be able to select individual metrics within the selected dimensions to have an even more relevant view of the metrics of interest.

After selection of the required dimensions, the number of associated underlying metrics will be displayed and will dynamically change as the selected dimension combination changes.

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Using Filters

Filters can help you better refine search results. You can select from the time filter as well as the categories, as detailed below.

1. Time — both fixed and dynamic time periods are supported, with the oldest date option 6 months in the past.
2. Fixed Date Range: Select your desired date range by one or multiple days /week/month in the calendar box. Recent 6 month data is available.
3. Dynamic Date Range: Select from one of the following:
4. Last 7 days
5. Last 28 days
6. Time comparison — this checkbox is available when the "All time" dimension is selected.
7. The tool provides a default time comparison range, and you can customize it to any period within the last 6 months and before the base time range you select.
8. Comparison data is displayed below the raw data in red/green to indicate increases/decreases. This data can also be exported as an Excel file.

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1. Creator Handle Name, Product ID, Shop ID filters, LIVE Room ID, Video ID, Product Category — for each of these 6 filters supports accurate search as well as batch input. With batch input, you can separate each item by a comma and input a maximum of 500 items per filter.
2. You can select whether you want to Include or Exclude the items you have pasted for each filter.
3. This section is useful as it allows you to refine your results so that the data displayed will only be for the items you have added into the filters and is catered to what you need to analyze.
4. For Product category, you can choose to filter by whether Level 1 product category or Level 2 product category.

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Viewing data in table and trend

1. Once you have selected your dimensions and filters, press Search to get the corresponding results. You will see the total number of search results provided as well the underlying results in the grid view.
2. Within the grid view, you can sort by relevant metrics to highlight top/bottom metric trends.

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1. Check "Summary" near the Search button to display a summary of all numeric metrics, located above the raw data and below the table header. This summary can also be exported as an Excel file.

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1. The Trend tab becomes available when you select one dimension or leave all dimensions unselected. After clicking the Search button, navigate to the Trend tab to view a trend chart.
2. Metric Selection: Above the trend chart, select any numeric metric to display its trend.
3. Legend Selection: By default, the top 5 items are selected in the legend. You can switch to view trends for up to 10 different items of your choice.

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Metric selection Image Image Legend selection Image Exporting data To export this data to Excel, click on the Export icon on the top right of the results pane. This will automatically download all items into an Excel file that will be saved to your laptop. Load speeds will depend on data volume being extracted. You'll also see the Export report icon, which lists previous reports you have exported and which you can still download within 7 days (max 500,000 records can be displayed). This allows easy accessibility to previously generated reports without having to configure dimensions and filters separately again.

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1. Who can use Custom Reports in Partner Center?

In a previous launch, Custom Report was launched and targeted towards TAP partners with the ability to access data including campaign level analytics. As part of this launch, registered CAP Partners will also have access to Custom Report functionality. Custom Report will generally available across all regions. Considering the main and member account function, for CAP Partners, the main account can view and use all dimensions in Custom Report for CAP, while what dimensions the member account can view and use are determined by permission in other Analytics pages (Data Overview, Creator/LIVE/Video/Product Analytics).

1. Can I choose which corresponding metrics for a selected dimension I want in my search results?

At this time, you cannot select individual metric associated with the dimension. All metrics linked to the dimension will automatically be selected and displayed in your results. For instance, if you select the LIVE dimension, your search results will automatically display all associated types: Room ID, Livestream name and Time info. This feature is slated for a future release.

1. Why are some LIVE dimension results not visible when a particular date range filter is selected?

When the LIVE dimension is selected and data is requested within a specific date range, only LIVE rooms whose start date falls within this range will be included.