Marketplace Partners can check the amount of money that they are owed by Index Exchange (Index) based on their performance metrics, and confirm it matches the amount shown on their month end statement. For ease, you can run a Billing (prior month) quick report to generate this information. By default, this report includes data from the previous full calendar month, ending on the last day of the previous month. For example, a report that is run on August 8 will include data from July 1 to July 31.
Enter your email address and password to log in to the Index UI at app.indexexchange.com.
If you have more than one account, select the account that you want to access.
- Go to Reports.
- Click CREATE REPORT.
- In the Quick Reports section, select Billing (prior month).
- By default, the Date range is set to Last month. For your report, leave this setting as-is to reconcile your payment amounts.
- By default, the Reporting time zone and currency is set to Billing settings (EST/EDT and USD), which is the time zone and currency that Index uses for all billing data. For your report, leave this setting as-is to reconcile your payment amounts.
- Optionally, in the Dimensions section, you can edit the template's pre-selected dimensions to include in your report. Dimensions are qualitative categories that you can select to include in a report.
- Optionally, in the Measures section, you can edit the template's pre-selected measures to include in your report. Measures are quantitative values that you can select to run against your dimensions.
After finalizing the details for your report, choose one of the following options:
Option Description Run
Choose this option if you want to run the report without saving it first. Once you run the report, you can choose one of the following options:
Edit. You can edit the current report before deciding whether to run, save & run, or save the edited report.
Save. You can save the current report. For instructions on saving a report, see step 11 below.
Download. You can download the current report. For more information about downloading reports, see Download a saved report.
Save & Run
Choose this option if you want to save and run the report. For instructions on saving your report, see step 11 below.
Save
Choose this option if you want to save the report. For instructions on saving your report, see step 11 below.
Optionally, you can save and schedule the automated delivery of your report. To save your report, complete the following steps:
In the Name field, enter a name for your report.
Optionally, schedule your saved report by choosing your Delivery Schedule, Delivery frequency, Delivery date range, and Recipient emails. For more information about available scheduling options in quick reports, see Create a report from a template.
If you are saving and running your report, click SAVE & RUN. If you are saving your report, click SAVE.
Review the amount shown in USD in the Marketplace Owner Fee field. Confirm that it matches the amount in USD on your statement. If you have questions, contact your Index Representative.
Note: Specific dimensions and measures are automatically disabled when they cannot be used with another dimension or measure that you have already selected. Only one dimension or measure is required for the report to be valid. For more information about available reporting fields, see Available fields.
