What Can You Export?
You can export participant award data as a CSV file, including employee names, award amounts by period, and total awards.
When Is Export Available?
The export button appears when:
✅ Plan has at least one distribution with awards
✅ You're on the Payouts tab
If the plan has no approved distributions yet, the export button won't appear.
How to Export
Open the plan details page
Click the Payouts tab
Click the Export button (top right, near the period selector)
A CSV file downloads to your computer
What's Included in the Export
The CSV file contains:
Employee Name — Participant's full name
[Period 1] — Award amount for first period
[Period 2] — Award amount for second period
Additional periods as columns...
Total — Sum of all awards
Tips
Use for payroll — Export data to share with your payroll system
Archive completed plans — Download data before plans become old
Verify data — Review exports to catch any errors before finalizing