CPA Acquisitions

The CPA Acquisitions report lists clients you have referred to the CPA program and shows how far each client has progressed through the program conditions.

Generate a report

The following information is displayed in the report table:

Client

The unique identifier of the referred client.

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CPA Program

The name of the CPA program to which the client was referred.

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Status

The current status of the acquisition:

• In Progress — the client has registered but has not yet fulfilled all required conditions.
• Completed — the client has fulfilled all conditions and the reward has been paid.

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Steps Accomplished

The conditions from the CPA program payment plan that the client has completed. Possible steps include:

• Registration — the client has registered using your referral link.
• KYC — the client has completed identity verification.
• Minimum Deposit — the client has made the minimum required deposit.

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Created

The date and time when the acquisition was recorded.

Sort data

Click the Created column header to sort acquisitions by creation date. Click again to toggle between ascending and descending order.

Filter data

You can filter the data displayed in the table using the following criteria:

• Status — select a status to display acquisitions with this status.
• CPA Program — select a CPA program to display acquisitions attributed to this program.
• Date range — select a start and end date to display acquisitions created during the specified period.

After specifying custom filter criteria, click Apply filters to apply the changes.

Click Reset filters to reset all filters.

To change the number of entries displayed per page, use the Show on page dropdown.