Exports

Payroll run: what to pay for the pay periods that ended in a month (last month by default): base, commission, SPIFs and bonuses, corrections and total per person, ready to hand to payroll (Gusto, Rippling, Deel or a spreadsheet).

Statements: every card has a printable statement per pay period (Statement button, or get_statement from chat). Print it or save it as a PDF for the rep.

Export in the web app downloads one Excel file with a sheet for each dataset: the payroll run, payouts (one row per person per period), deals (with splits), SPIFs and bonuses, people, plans, components, plan changes, access and the activity log, for the page you're on. For a single dataset or CSV, ask your assistant: export_data returns a download link that works for 15 minutes. Exports only include what the exporting person can see.