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Reports Settings: Build a Weekly Affiliate Performance Rhythm

Step-by-step help for settings / reports, including where to click, what to change, and how to confirm it worked.

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Reports Settings: Build a Weekly Affiliate Performance Rhythm

Settings / Reports

How this article is organized
Go hereUse the route chips to see the exact menu path before you click.
Do thisFollow the action callout to make the change without extra guesswork.
ConfirmUse the verification cue to make sure the fix actually worked.

A stable reporting cadence helps you spot revenue leaks before they hurt monthly goals.

When to Use This Guide

Use this when your team needs regular visibility into affiliate performance and clear weekly decisions.


Before You Start

  • You are logged into WordPress with an Administrator account.
  • You can open PassiveWP -> Settings -> Reports.
  • You have the recipient email addresses you want to use.

Exact Menu Path

WordPress Admin -> PassiveWP -> Settings -> Reports

Step-by-Step Walkthrough

Step 1: Choose daily, weekly, or monthly report cadence based on traffic volume.

Go here WordPress AdminPassiveWPSettingsReports

Do this In WordPress AdminPassiveWPSettingsReports, enable reports, set report email + frequency, and click Save Changes.

Confirm A test report should arrive at the configured recipient, and frequency settings should remain saved after reload.

Step 2: Set recipients who are responsible for action, not just visibility.

Go here WordPress AdminPassiveWPSettingsReports

Do this In WordPress AdminPassiveWPSettingsReports, enable reports, set report email + frequency, and click Save Changes.

Confirm A test report should arrive at the configured recipient, and frequency settings should remain saved after reload.

Step 3: Confirm the first report is delivered correctly.

Go here WordPress AdminPassiveWPSettingsReports

Do this In WordPress AdminPassiveWPSettingsReports, enable reports, set report email + frequency, and click Save Changes.

Confirm A test report should arrive at the configured recipient, and frequency settings should remain saved after reload.

Step 4: Use one KPI template for every review meeting.

Go here WordPress AdminPassiveWPSettingsReports

Do this In WordPress AdminPassiveWPSettingsReports, enable reports, set report email + frequency, and click Save Changes.

Confirm A test report should arrive at the configured recipient, and frequency settings should remain saved after reload.

Quick Troubleshooting Checks

  • Send a test report and confirm delivery before relying on schedule.
  • Check spam/junk and recipient typos first.
  • Confirm report frequency and recipient list are saved.

Common Mistakes to Avoid

  • Setting reports and never validating actual inbox delivery.
  • Reviewing vanity metrics without conversion context.
  • Not assigning report ownership in teams.

Success Checklist

  • Report cadence is active and matches your workflow.
  • Recipients confirmed receipt of reports.
  • Review process includes action items, not just screenshots.

Pro Tips for Affiliate Marketers

  • Use one weekly review template so actions are consistent.
  • Track 3-5 core KPIs only.
  • Tie every report review to one next action.

If You Get Stuck

Open the matching troubleshooting article in this help center and repeat one step at a time instead of changing multiple settings at once.

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