How Can I Bulk-Export Payouts For Payroll?

You can always retrieve payout data using the OData API (programmatically - or using BI tools such as Excel, Tableau, Microsoft Power BI). This lets you retrieve payouts, payees, plans, calculations, etc.

Here are the steps to multi-select export payouts for payroll purposes:

Select "Calculations > All Calculations"
Click on "Export Payouts" at the top

A page allows you to first select relevant calculations, and then group payouts different ways.

Grouping Payouts

Here are some of the available grouping options:

Payouts By Payee
- Simply groups payouts by payee
Payout By Payee And Plan
- Groups payouts by payee, and by plan
Payout By Payee And Calculation
- Groups payouts by payee, and by individual calculation

Selecting Relevant Calculations

Here are some of the available selection options:

End Date (recommended)
- Calculations whose end date is within the selected period will be selected
Release Date
- Eligible calculations whose reward release date is within the selected period will be selected
- Calculation which are NOT fully released will be ignored
- Although some rewards may have been adjusted to have a different release dates, the calculation's main release is what is used to export payouts

Other Options

You can further filter calculations:

Include Estimated
- Also include amounts which are estimated
Only Released
- Only include fully released calculations

Only Specific Plans
- Only include calculations from specific plans

Only Specific Calculations
- Only include calculations having a certain keyword in their names

You can retrieve more details using reports, or by exporting data directly from calculations.