Reconcile your payments from Index by reviewing your performance metrics

Publishers can create a report to 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 the Payments screen in the Index UI The Index UI at app.indexexchange.com that allows you to manage integration settings, such as inventory, campaign, and deal settings..

This is especially useful for publishers who are based outside of the US whose payment is converted to a foreign currency. For example, a publisher The owner of a website or app where advertisements are served. who is based in Australia can confirm the amount that they are paid in Australian Dollars (AUD) on the Payments screen.

Before you begin: View your payments from Index.

  1. Go to Reporting > Reports.

  2. Click CREATE REPORT.

  3. In the Custom Report section, click Create a custom report.

  4. Complete the fields below to create a new report. This report will allow you to see the total amount that you are owed by Index based on your ad spend for a specific pay period.

    1. In the Date range drop-down list, select Fixed range, and then select the first and last day of the payment period that you would like to reconcile.

    2. In the Reporting time zone and currency drop-down list, select Billing settings (EST/EDT and USD).

    3. In the Dimensions section, select Month.

      4. 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.

    4. In the Measures section, select Publisher Payment.

  5. 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 6 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 6 below.

    Save

    Choose this option if you want to save the report. For instructions on saving your report, see step 6 below.

  6. Optionally, you can save and schedule the automated delivery of your report. To save your report, complete the following steps:

    1. In the Name field, enter a name for the report such as Payments Jan 2025.

    2. 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, see Create a custom report.

    3. If you are saving and running your report, click SAVE & RUN. If you are saving your report, click SAVE.

  7. Review the amount shown in USD in the Publisher Payment field. Confirm that it matches the amount in USD in the Net Revenue field on the Payments screen. If you have questions, contact your Index Representative.