This article will cover the following:
Exporting Report Data
Once you've run a report in CAKE, you can download the results as a CSV for use in a spreadsheet, billing system, or data warehouse.
1
Run your report first — set your date range, filters, and grouping, then click Run Report.
2
Wait for all results to load in the table. Do not export before the report finishes loading — the file will be incomplete.
3
Click the Export or Download button near the top or bottom of the results table.
4
Your CSV file downloads automatically. Open it in Excel, Google Sheets, or any spreadsheet tool.
Tip:
If your export file is larger than expected, add at least one filter — offer, affiliate, or advertiser — to reduce the row count. Very broad reports can generate files with tens of thousands of rows.
If your export file is larger than expected, add at least one filter — offer, affiliate, or advertiser — to reduce the row count. Very broad reports can generate files with tens of thousands of rows.
Creating a Report Schedule
Scheduled reports run automatically on a cadence you define and deliver results to your inbox — no manual login required.
1
Go to Reports and select the report type you want to schedule.
2
Apply the filters you want to save with the schedule (offer, affiliate, advertiser, etc.).
3
Click the Schedule or Create Schedule button.
4
Choose a frequency: Daily, Weekly, or Monthly.
5
In the Recipients field, enter one or more email addresses separated by commas. Recipients don't need a CAKE login.
6
Give the schedule a descriptive name — e.g. "Weekly Affiliate Summary — Brand X Offers".
7
Choose the file format (CSV for data analysis, PDF for sharing with non-technical stakeholders).
8
Click Save. The schedule is now active.
Note:
Scheduled reports deliver data at the moment they run. A weekly report sent Monday morning covers the previous week's activity.
Scheduled reports deliver data at the moment they run. A weekly report sent Monday morning covers the previous week's activity.
Managing Existing Schedules
1
Go to Reports and look for Scheduled Reports or My Schedules in the sidebar.
2
You'll see all your active and paused schedules with their frequency, last run date, and status.
3
Click a schedule name or its Edit icon to modify frequency, recipients, filters, name, or format.
4
To pause a schedule, open it and toggle the status to Inactive.
5
To delete a schedule permanently, use the delete icon and confirm when prompted.
Caution:
Deleting a schedule is permanent. If you're unsure whether a schedule is still needed, pause it rather than deleting — you can always reactivate it later.
Deleting a schedule is permanent. If you're unsure whether a schedule is still needed, pause it rather than deleting — you can always reactivate it later.
Format and Filter Tips
| Scenario | Recommendation |
|---|---|
| Sharing with a client or executive | Export as PDF or schedule to deliver PDF — easier to read without a spreadsheet app. |
| Loading data into Excel or a BI tool | Export as CSV — universal format compatible with all major tools. |
| Billing reconciliation | Filter by conversion status = Approved and set the date range to exactly match your billing period. |
| Affiliate performance review | Group by Affiliate in the report, then export or schedule a weekly Affiliate Summary report. |
| Spotting traffic quality issues | Run a Click Report filtered to a specific affiliate or offer and look for unusual geo or device patterns. |
If you have any questions, please reach out to your dedicated CAKE Client Success Manager/Account Manager or contact the CAKE Support Team at support@getCAKE.com.