What to change
Inspect the configuration before concluding that the partner sent no visitors. Ask why the exclusion was added and whether the domain still plays the same role. A transactional intermediary and an acquisition partner should not be assumed equivalent. Use a fictional visit from the exact public link to demonstrate the present treatment, then decide whether the setting or the report interpretation needs correction. Preserve the change record for future comparisons.
A worked example
Illustrative example
Illustrative test: A reviewer can explain where the partner-origin test appears under the current setup. A partner may be absent from the referral table because its domain was excluded when it previously acted as a transaction service. The analyst reviews that history and follows the current public partner link with fictional activity. The practice decides whether the role now warrants a different setting or a clearer report explanation. Any change is documented so later comparisons do not interpret the resulting classification shift as newly created demand.
What this means for your practice
A missing partner row can reflect an intentional measurement exclusion rather than an absence of traffic. Ask why that domain was excluded and whether its role has changed. A transactional intermediary and an acquisition partner should not automatically receive the same treatment. Follow the exact public partner link with fictional test activity and ask the analyst to show how the current setup classifies it. Then decide whether the setting or merely the report's explanation needs correction. Keep the reason for any change with the dashboard. Adjusting today's configuration may not reconstruct historical source information, so avoid promising a complete backfill without evidence.
How to check the result
The report describes configured treatment rather than interpreting a missing row as zero traffic.
A mistake to avoid
Historical source information cannot necessarily be reconstructed after changing a setting.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
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