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Earnings - Default report in Partner Center

Appropriate roles: Incentives: Incentives admin | Incentives user; Marketplace/Store: 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.

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/ marketplaces
agreementEndDate Agreement end date Applicable for Enterprise agreement based programs only
agreementNumber Agreement number Incentive programs. Applicable for Enterprise agreement based setup only.
agreementStartDate Start date of the agreement Applicable for Enterprise agreement based programs only
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

Introduced and available effective January 2023
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

Introduced and available effective January 2023
bucketSize Indicates the bucket-size for milestone based programs Incentive programs only
calculationDate Date the earning was calculated in the system All
claimId Claim identity number generated at the time of POE submission in the Claim management page (or) planId in the Plan management page (or) CPOR claim. Incentive programs only
compensableUnits Compensable units are calculated by subtracting the Prior High Water Mark (HWM) at the start of the month by the tenant/workload from the paid seats at the end of the month by tenant/workload. For example, Compensable units by tenant and workload = Paid seats - Prior HWM. Applicable for Microsoft commerce incentives - Modern Workplace Usage and Online Advisor. Available only from October 2023.
customerCountry Customer country/region Marketplaces
customerEmail End customer email ID Marketplace
customerName May be blank Incentive programs only (exception: OEM) and marketplaces. For CSP transactions, Marketplace shows the name of the CSP
customerTenantId Tenant ID of the end customer Available for all new commerce transactions, usage based incentives and Marketplace
desktopCount Number of desktops per agreement Applicable for Enterprise agreement based programs only
distributorId Distributor identifier Incentives - some programs only
distributorName Distributor name Incentives - some programs only
earningAmount Earning Amount in the original transaction currency All
earningAmountInLastPaymentCurrency Earning amount in the last payment currency (This field is empty when no prior payments have been paid)
earningAmountUSD Earning amount in USD All
earningDate Date of the earning All
earningExchangeRate Exchange rate used to show the corresponding USD amount All
earningId Unique identifier for each earning All
earningParticipantId, earningParticipantName, and earningParticipantIdType Partner identity in the transact relationship For all incentive, store and marketplace programs. Useful when multiple transacting partner IDs are mapped into a single enrollment ID. Available from October 2021.
earningRate Incentives rate applied on transaction amount to generate an earning All
earningType Indicates whether it's fee, rebate, co-op, sell, and so on All
engagementId Engagement identifier Applicable for Microsoft commerce incentives
engagementName Engagement name Applicable for Microsoft commerce incentives
estimatedPaymentMonth Month in which the earning is likely to be paid. Determined based on transaction date. All
exchangeRateDate Exchange rate date used to calculate EarningAmount USD All
externalReferenceId Unique identifier for the program Direct-Pay programs (incentives and marketplaces)
externalReferenceIdLabel Unique identifier label Direct-Pay programs (incentives and marketplaces)
fundCategory Name of the fundCategory. Populated only for paid claims. Plan based OEM programs only
instantRebateAmount Total instant rebate applied on the invoice at the time of purchase. OEM Jumpstart Tier 1 only
invoiceDate Date of the invoice Available only for OEM Jumpstart Tier 1
invoiceNumber Invoice number (applicable for enterprise only) Incentives and marketplaces - some programs only
isPrivateOffer Indicates if offer is private or public. True indicates Private and false indicates Public offer Marketplaces

Available from December 1, 2022.
lastPaymentCurrency Last payment currency (Blank if no prior payment paid)
lever Indicates business rule for the earning All
LicensingProgramName Name of the licensing program
LineItemId Individual line in a customer's invoice
localProviderSeller Local provider/seller of record
Maturity month The estimated payment month All
milestone Earning milestone attained Milestone based incentive programs
OrderId Relates to a customer's invoice Marketplaces
parentProductId Unique parent product identifier. If there isn't a parent product for the transaction, then Parent Product ID = Product ID. Marketplaces
parentProductName Name of the parent product. If there isn't a parent product for the transaction, then parentProductName = productName. Marketplaces
participantId The primary identity of the partner earning under the program All
participantIdType Mostly program ID for incentive programs and Seller IF for Marketplaces All
participantName Name of the earning partner All
partnerAssociation Type of relationship partner has to a customer. Examples: reseller, PAL.Owner For all incentive, store and marketplace programs. Available from October 2021.
partnerCountryCode Location/country/region of the earning partner All
partnerRole Categorization of the kind of engagement. Examples: build intent, transact, deploy and use. For Microsoft commerce incentives only. Available from October 2021.
partNumber Always blank Some incentive programs and marketplaces
paymentId Unique identifier correlates all transactions in the transaction report with a payment in the payment report All
paymentStatus Payment status All
paymentStatusDescription Friendly description of payment status All
productId Unique product identifier Marketplaces
productName Product name linked to the transaction All
productType Type of product, such as App, Add-on, or Game Marketplaces
Program Code String to map with the program name
programName Incentive/store program name All
purchaseOrderCoverageEndDate Always blank Incentive program - CRI
purchaseOrderCoverageStartDate Always blank Incentive program - CRI
purchaseOrderType Type of purchase, for example BEC, TUP, NE orders Applicable for Enterprise agreement based programs only
purchaseTypeCode Always blank Incentive program - CRI
purchaseTypeName The purpose of Purchase Type is to group sales transactions that have similar purchase time methods. Applicable for Enterprise agreement based programs only
quantity Varies based on program. Indicates billed quantity for transactional programs All
quantityAlt Alternate quantity value Optionally available for incentive programs, for example, Modern Work usage. Available only from October 2023.
quantityAltType Alternate quantity unit, for example, PAU (Paid available units) Optionally available for incentive programs, for example, Modern Work usage. Available only from October 2023.
quantityType Indicates the type of quantity, for example, MAU (monthly active users), Seats. For all incentive programs only. Available from October 2021.
reasonCode Reason for adjustments All
resellerCountry
resellerId Reseller identifier Incentives - some programs only
resellerName Reseller name
resourceId The identity of the customer resource managed by partner. Available only for certain cases like Business Applications usage as PAL association can only be at resource level.
SkuId SKU ID as defined during publishing. An offer can have many SKUs, but a SKU can only be associated with a single offer. Incentives - some programs only
solutionArea High level product categorization. For example, Azure, ModernWork and Security. For Microsoft commerce incentives only. Available from October 2021.
storeFee The amount retained by Microsoft as a fee for making the app or add-on available in the Store Marketplaces
subscriptionEndDate Subscription end date Incentives - some programs only
subscriptionId Subscription identifier associated with customer Incentives - some programs only
subscriptionStartDate Subscription start date Incentives - some programs only
taxCity
taxCountry
taxRemitModel Party responsible for remitting taxes (sales, use, or VAT/GST taxes) Marketplaces
taxRemitted Amount of tax remitted (sales, use, or VAT/GST taxes) Marketplaces
taxState Customer's state
taxZipCode Customer's ZIP/postal code
tpan Indicates the third-party ad network Marketplaces Ads only
transactionAmount Transaction amount in the original transaction currency based on which earning is generated All
transactionAmountUSD Transaction amount in USD All
transactionCountryCode Country/region code in which the transaction happened
transactionCurrency Currency in which the original customer transaction occurred (which isn't partner location currency) All
transactionDate Date of the transaction. Useful for programs where many transactions contribute to one earning All
transactionExchangeRate Exchange rate data used to show the corresponding transaction USD amount All
transactionId Unique identifier for the transaction All
transactionPaymentMethod Customer payment instrument used for the transaction, such as Card, Mobile Carrier Billing, or PayPal Marketplaces
transactionType Type of transaction, such as purchase, refund, reversal, or chargeback Marketplaces
userCount Number of users per agreement Applicable for Enterprise agreement based programs only
workload Name of the workload, service name, for example, spo (for Sharepoint), powerbistandalone (Power BI Standalone), Virtual Machines Available for Azure consumption and Modern Workplace/BizApps usage based incentives