Earnings - Default / Summarized report in Partner Center

Appropriate roles: Incentives: Incentives admin | Incentives user; Microsoft Marketplace: Financial contributor

The Default report shows details on earnings, payments, and associated reconciliations. The template includes incentive-specific, store-specific, and Marketplace-specific attributes. The info is applicable for all incentive, store and Marketplace programs on Partner Center

The Summarized report shows the same fields, except for the Earning Id, as rows are aggregated into a single row per item earned/paid. All recalculations are consolidated into a single payment ID.

Transactional details like customers and subscriptions aren't available for earnings resulting from multiple consumption, usage, or transactions in this report. To see details, download the Earnings- Growth report. Transactional details aren't available for global, local campaigns, or manual adjustments by design.

To get this report:

  1. Sign in to Partner Center and select Earnings.
  2. Select Download report > Earnings | Default, and follow the instructions to get the report. To learn more, see Get detailed earnings reports. The report contains the following attributes:

Schema

Attribute name Description Applicability for incentive programs/ Marketplace
agreementEndDate Agreement end date. Applicable for Enterprise and SPLAR.
agreementName Agreement name. Applicable for Enterprise and SPLAR.
agreementNumber Agreement number. Applicable for Enterprise and SPLAR.
agreementStartDate Agreement start date. Applicable for Enterprise and SPLAR.
agreementType Agreement type (program-defined; used for agreement-based reporting). Enterprise and SPLAR.
assetId Asset identifier. Microsoft Marketplace.
baseline Indicates the value that the partner must surpass in order to earn incentives. Applicable for Microsoft commerce incentives quarter over quarter growth, high water mark based engagements.
baselineType Indicates the type of baseline measure (for example, $ or HWM (high water mark)). Applicable for Microsoft commerce incentives quarter over quarter growth, high water mark based engagements.
billingContractTypeCode Identifies the type of billing contract (for example, Corporate, Lead Enrollment, Server and Cloud Enrollment). Applicable for Enterprise and SPLAR.
billingEndDate End date of the billing period for the invoice coverage. Applicable for Enterprise agreement based programs only.
billingGroupId Billing group identifier (used to group billing/invoicing details where applicable). Enterprise and SPLAR.
billingStartDate Start date of the billing period for the invoice coverage. Applicable for Enterprise agreement based programs only.
bucketSize Indicates the bucket-size for milestone based programs. Incentive programs only.
calculationDate Date the earning was calculated in the system (calc date). All.
categoryId Category identifier (program-defined; used to classify the earning/fund). Incentive programs only (where categorization is provided).
claimId Claim identity number generated at Proof of Execution (POE) submission (or planId / CPOR claim ID, depending on claim type). Incentives (claims/POE and CPOR related scenarios).
compensableUnits Compensable units used in earning calculation (for example, eligible MAU/units). Incentives - Growth levers and/or royalties-style transactional programs.
compensableUnitsAlt Alternate compensable units value (when a secondary unit measure is provided). Program-dependent (similar to compensableUnits).
customerCountry Customer country/region. Microsoft Marketplace.
customerEmail End customer email ID. Microsoft Marketplace.
customerId Identity of the end customer (for Marketplace, this is the tenant ID of the end customer). Incentives - Growth report (growth levers) and Microsoft Marketplace (where available).
customerName Name of the end customer (might be blank depending on the earning line and program). Incentives - Growth report (growth levers) and Microsoft Marketplace (where available).
customerServiceTenantId Customer service tenant ID (service tenant associated with the customer relationship, when applicable). Incentives - Growth levers (tenant/service tenant context).
customerServiceTenantName Customer service tenant name. Incentives - Growth levers.
customerTenantId Customer tenant ID (when distinct from customerId; used for tenant-level identification). Microsoft Marketplace (tenant-based earnings) and incentives where tenant IDs are included.
desktopCount Number of desktops/devices for the invoice/line (where applicable). Enterprise agreement-based programs only.
distributorId Distributor identity. Incentives - Growth report (growth levers).
distributorName Distributor name. Incentives - Growth report (growth levers).
earningAmount Earning amount in the original transaction currency. All (incentives, Store, Marketplace).
earningAmountInLastPaymentCurrency Earning amount in the last payment currency (empty when no prior payments have been paid). Microsoft Marketplace and Store.
earningAmountUSD Earning amount converted to USD. All (incentives, Store, Marketplace).
earningDate Date of the earning (earning event date) shown in the report. All (incentives, Store, Marketplace).
earningExchangeRate Exchange rate used to show the corresponding USD amount for the earning. All (incentives, Store, Marketplace).
earningId Unique identifier for each earning line. Not available in the Summarized report All (used across incentive, Store, and Marketplace earnings reports).
earningParticipantId Partner identity in the transact relationship. Microsoft Marketplace and Store (transact relationship).
earningParticipantIdType Type of the earningParticipantId (partner identity type in the transact relationship). Microsoft Marketplace and Store.
earningParticipantName Name corresponding to earningParticipantId. Microsoft Marketplace and Store.
earningRate Incentives rate applied on the transaction/usage to generate an earning. All (incentives, Store, Marketplace).
earningType Indicates the kind of earning, such as fee, rebate, co-op, sell, and so on. All (incentives, Store, Marketplace).
engagementId Unique identifier of the engagement. Incentives (Microsoft commerce incentives engagements).
engagementName Name of the engagement (for Microsoft commerce incentives engagements). Incentives (Microsoft commerce incentives engagements).
estimatedPaymentDate The day upon which the earning is likely to be paid. Slight variance might occur. Microsoft Marketplace (daily payout context).
estimatedPaymentMonth Month in which the earning is likely to be paid. Determined based on transaction date. Incentives - Growth report; Microsoft Marketplace; Microsoft Store.
exchangeRateDate Exchange rate date used to calculate the USD amount. All (incentives, Store, Marketplace).
externalReferenceId Unique identifier for the program (program reference). Microsoft Marketplace and Store.
externalReferenceIdLabel Label/name for the externalReferenceId (identifier label). Microsoft Marketplace and Store.
fundCategory Fund category associated with the earning (program-defined categorization). Incentive programs only (where fund categorization is provided).
instantRebateAmount Instant rebate amount applied (where applicable). Microsoft commerce incentives (where instant rebates are used) and/or program-specific adjustments.
invoiceDate Invoice date (where invoicing applies). Enterprise only.
invoiceNumber Invoice number (applicable for enterprise only). Enterprise only (where invoicing applies).
isPriorPartner Indicates whether the partner is a prior partner for the customer/relationship (program-defined). Incentives (growth/eligibility-related scenarios).
isPrivateOffer Indicates if offer is private or public. Microsoft Marketplace.
lastPaymentCurrency Last payment currency (blank if no prior payment was paid). Microsoft Marketplace and Store.
lever Business rule/lever that generated the earning line. All (most commonly used for Microsoft commerce incentives).
licensingProgramName Licensing program name associated with the earning (program-defined; for example, enterprise licensing programs). Enterprise and SPLAR.
lineItemId Line item identifier within the order/invoice (where applicable). Store and/or Marketplace (where line-item level granularity is available).
localProviderSeller Local provider/seller of record. Store (and potentially Marketplace, depending on payout model).
milestone Milestone identifier/name for milestone-based incentive programs. Incentive programs only (milestone-based programs).
orderId Order ID (relates to a customer’s invoice/order for Store; order identifier for Marketplace where provided). Store (documented) and possibly Marketplace depending on offer type/report version.
parentProductId Unique parent product identifier. If there isn’t a parent product for the transaction, then parentProductId equals productId. Store (and potentially Marketplace depending on offer hierarchy).
parentProductName Name of the parent product. If there isn’t a parent product for the transaction, then parentProductName equals productName. Store (and potentially Marketplace depending on offer hierarchy).
participantId The primary identity of the partner earning under the program. All (incentives, Store, Marketplace).
participantIdType Type of the participantId (partner identity type). Typically program ID for incentives and seller ID for Store/Marketplace. All (incentives, Store, Marketplace).
participantName Name of the earning partner. All (incentives, Store, Marketplace).
partnerAssociation Type of relationship partner has to a customer. Microsoft Store (documented) and potentially other earnings reports where partner association is shown.
partnerCountryCode Location/country/region code of the earning partner (two-letter ISO code). All (incentives, Store, Marketplace).
partnerRole Partner role in the transaction relationship (program-defined). Program-dependent (commonly Marketplace/Store transact relationship).
partNumber SKU or part number associated with the product in the transaction/reconciliation. Incentives (commonly present for growth and transaction-backed earnings).
paymentId Unique identifier for the payment order (also exposed on the Payments report as paymentID). All (incentives, Store, Marketplace) when a payment has been created/associated.
paymentStatus Payment status code for the earning/payment association. All (incentives, Store, Marketplace).
paymentStatusDescription Friendly description of the payment status. All (incentives, Store, Marketplace).
productFamily Product family (program-defined product grouping). Store and/or Marketplace.
productId Unique identifier of the product. Microsoft Marketplace and Store.
productName Product name associated with the earning/transaction. Microsoft Marketplace and Store (where product identifiers are emitted).
productType Product type classification (program-defined). All (program-dependent; typically incentives and/or Store/Marketplace depending on report).
programCode Program code (short code identifier for the program). All (program-dependent; commonly enterprise/incentives).
programName Incentive/Store/Marketplace program name. All (incentives, Store, Marketplace).
purchaseOrderCoverageEndDate End date of the purchase order coverage period. Enterprise programs where purchase order coverage is relevant.
purchaseOrderCoverageStartDate Start date of the purchase order coverage period. Enterprise programs where purchase order coverage is relevant.
purchaseOrderId Purchase order identifier (where applicable). Enterprise agreement-based programs only.
purchaseOrderReceivedDate Date the purchase order was received (where applicable). Enterprise agreement-based programs only.
purchaseOrderType Purchase order type (program-defined). Store and/or Enterprise programs where purchase order details are captured.
purchaseTypeCode Code indicating the purchase type (program-defined classification of the transaction). Store (and/or Marketplace, depending on program configuration).
quantity Quantity associated with the earning line (for example, users, licenses, units, MAU, or other metering units depending on program). Incentives (program-dependent; used when quantity is part of earning calculation/reconciliation).
quantityAlt Alternate quantity value (used when a secondary quantity measure is provided). Program-dependent (notably royalties/transactional programs; can appear in Marketplace/Store variants).
quantityType Indicates the unit/type for quantity (for example, MAU, licenses). Program-dependent (incentives and Marketplace/Store where quantity is reported).
quantityTypeAlt Alternate quantity unit (for example, PAU (Paid available units)). Program-dependent (notably royalties/transactional programs).
reasonCode Reason for adjustments (for example, AR compliance, co-op rollover, ops adjustment). Incentive programs (adjustments/manual corrections).
resellerCountry Reseller country/region. Incentives (growth levers) and/or multi-tier channel scenarios when reseller info is present.
resellerId Reseller identity. Incentives - Growth report (growth levers).
resellerName Reseller name. Incentives - Growth report (growth levers).
resourceId The identity of the customer resource managed by partner. Royalties/transactional programs and incentives scenarios that track resource-level usage.
revenueClassification Revenue classification used for the earning/eligibility context (program-defined classification of revenue/usage). Incentives (growth and eligibility/usage contexts).
skuId SKU identifier (program-defined). Incentives and/or Marketplace/Store when SKU-level details are provided.
solutionArea Solution area associated with the earning (used for Earnings page filtering and reporting). All (Earnings workspace; primarily incentives).
storeFee Store fee amount/portion applied on the transaction/earning (where applicable). Microsoft Store and/or Microsoft Marketplace (program-defined).
subscriptionEndDate Subscription end date. Incentives - Growth report (growth levers).
subscriptionId Subscription identity associated with the customer transaction (reconciliation detail). Incentives - Growth report (growth levers).
subscriptionStartDate Subscription start date. Incentives - Growth report (growth levers).
taxCity City used for tax calculation/reporting. Enterprise programs and/or Marketplace/Store where tax location is provided.
taxCountry Country/region used for tax calculation/reporting. Enterprise programs and/or Marketplace/Store where tax location is provided.
taxRemitModel Tax remittance model for the transaction (program-defined). Microsoft Marketplace and Store (where tax handling details are provided).
taxRemitted Indicates whether tax was remitted by Microsoft for the transaction (where applicable). Microsoft Marketplace and Store (where tax handling details are provided).
taxState State/province used for tax calculation/reporting. Enterprise programs and/or Marketplace/Store where tax location is provided.
taxZipCode Postal/ZIP code used for tax calculation/reporting. Enterprise programs and/or Marketplace/Store where tax location is provided.
topParentPartNumber Top-level parent part number in the product hierarchy. Store and/or Marketplace (product hierarchy reporting).
topParentProductFamily Top-level parent product family in the product hierarchy. Store and/or Marketplace.
tpan TPAN identifier (customer ID type used in some earnings/reconciliation contexts; might be blank depending on transaction type). Incentives (where customer identity is expressed as TPAN/TPID) and/or Growth report scenarios.
transactionAmount Monetary amount of the underlying transaction in the original transactionCurrency (basis for earning calculations for percent-of-revenue type levers). Incentives (transaction/usage-based reconciliation).
transactionAmountUSD Transaction amount converted to USD using the transactionExchangeRate/exchangeRateDate. Incentives (transaction/usage-based reconciliation).
transactionCountryCode Two-letter ISO code representing the transaction country/region. Microsoft Marketplace and Store (transaction-level reporting).
transactionCurrency ISO currency code of the original transaction/usage currency. Incentives (transaction/usage-based reconciliation).
transactionDate Date of the underlying transaction/usage that generated the earning (not the calculation date). Incentives (transaction/usage-based reconciliation).
transactionExchangeRate Exchange rate used to convert the transaction amount into another currency (typically USD reporting currency). Incentives (transaction/usage-based reconciliation).
transactionId Unique identifier of the underlying transaction/line that contributed to the earning (when transaction-level reconciliation is available). Incentives (typically Earnings-Growth / transaction-backed incentive earnings; can be blank for lump-sum/adjustment lines).
transactionPaymentMethod Payment method used for the underlying transaction (program-defined). Store (transaction-level reporting).
transactionType Type/category of underlying transaction used for reconciliation (program-defined). Incentives (where transaction details are available; especially Growth report).
usageDate Usage date for consumption/usage-based earning inputs. Incentives (usage-based/growth levers).
userCount Number of users for the invoice/line (where applicable). Enterprise agreement-based programs only.
workload Workload associated with the earning (program-defined workload/category). Incentives (commonly Microsoft commerce incentives).

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