Skip to main content
Export CSV is on each tab of the payouts list. It exports the payouts that match the filters already on the page. Reps cannot export. You need access to the payout list, and to be a payout manager.
1

Filter the list

Choose the status tab, and set the date range and search you want included.
2

Open the export

Click Export CSV. The dialog Export payouts as CSV says The following filters will be applied to the export. It lists Status, From, To, Search and how many payouts match.
3

Choose the grain

Granularity is Payout, Monthly, Quarterly or Yearly. Payout is one row per payout. The other options split each payout across calendar periods by the date each deal counts, without recalculating commission.
4

Download

Click Download. The file is named payouts- followed by the time of the export.
Export payouts as CSV dialog with status, dates, search, granularity and records

​
Columns

Every export includes Name, Email, Plan, Period and Status. Payout value is in the plan currency. When the company’s reporting currency is different, a second Payout value column is added in that currency. Then each compensation adds:
  • Earning, in the plan currency, and in the reporting currency when the two differ
  • Attainment. For a currency KPI the header includes the currency. For a count KPI it does not.
The compensation’s name is the start of those headers, for example New business — Earning (EUR). Attainment is empty when the compensation has no quota.
Last modified on October 27, 2026