Payout Reporting
Generate and export reports showing employee payouts across your compensation plans.
Accessing Payout Reporting
From the dashboard, click Payouts in the left sidebar
You'll see the Payout Reporting page with filter options at the top
Generating a Report
Select Plans — Choose one or more compensation plans from the dropdown
Select Date Range — Pick a predefined period or choose "Custom Date Range" to set specific dates
Click Generate Report
The report will display below showing all employee payouts for the selected criteria.
Understanding the Report
The report shows an On-Demand Payout Summary table with:
Name — Employee name
Breakdown columns — Individual compensation components (e.g., Base Bonus, Commission)
Total Payout — Sum of all components for that employee
Results are sorted by Total Payout, highest to lowest.
Filtering by Employee
To focus on specific employees:
Click the Filter by Employee dropdown above the table
Select or deselect employees to show/hide them
Use Show All Employees to reset the filter
The table updates automatically as you change the selection.
Downloading the Report
To export the report as a CSV file:
Generate a report using the steps above
Click the Download button
The file will download with all the data shown in the table
The CSV includes all columns and employees currently visible in the report.
Tips
Multiple plans — You can select several plans at once to see combined payouts
Custom dates — Use custom date range when predefined periods don't fit your needs
Regenerate — Click "Regenerate Report" after changing filters to update the results
No data? — If you see "No Payout Data," try adjusting your date range or selecting different plans
Need Help?
Contact our support team if you have questions about payout reporting.
