Payouts export data page
Appropriate roles: Incentives admin | Incentives user
This article discusses enhancements to the data exporting experience for Payouts in Partner Center. This guided experience provides new default templates for exporting your transaction history reports. It also has the dynamic capability to let you create your own customized templates for your transaction history reports.
Access the export data page
- Sign in to the Partner Center dashboard.
- Select Payouts, then select Incentive export or Transaction history from the menu.
Note
You will have access to this page if you are an incentive admin or incentive user. What you see will depend on which program and Microsoft Partner Network (MPN) combinations you have access to (similar to Transaction history and Payment pages).
Export your data
Select the type of data you’d like to export.
- For a transaction history report, select Earning, transaction, payment status details. Note that Earning, transaction, payment status details (growth levers) does not apply to commercial marketplaces.
- For a payment report, select Payment details.
Select a report template type.
Your choice for step 1 will determine your template options for step 2. For example, if you select Earning, transaction, payment status details in step 1, you’ll see four different template options:
- Default transaction history: This report shows all possible attributes available in the report across all programs (incentives, commercial and consumer marketplaces). This was the download template that was available before October 2021.
- Default market place: This report shows all attributes required for MPN members enrolled in commercial marketplace programs, such as Azure Marketplace.
- Default store: This report shows all attributes required for MPN members enrolled in the consumer store programs, such as Microsoft Store, Minecraft, and MS Flight Simulator.
- Custom transaction history: This report lets you customize your transaction history report.
If you select Earning, transaction, payment status details in step 1, you'll be able to select the Transaction summary template in step 2. If you select Payment details in step 1, you'll see one “Payments” template in step 2. If you select AGI revenue details in step 1, you'll be able to choose between the Program revenue or Customer adds templates in step 2.
Select a report file format.
Choose your time period and apply any other filters, then select Download data.
Note
You can export data and manage requests from the Download requests table.
Create your customized transaction history report
Customize your transaction history reconciliation report to fit your needs. You can create and manage up to five report templates.
Select + Custom transaction history to set up a new reconciliation template.
Enter a template name and a short description, then select Next.
Select the data columns you’d like to include and review the default columns already listed on the report. Select Next.
Review your template details and data selections, make edits if needed, and then select Create custom template.
Select Download from the next screen to export your data. You can also add, edit, download, or delete other templates from this screen.
