Open the program
Navigate to the relevant program and nomination or activity-claim view.
Program Lens guide
Prepare the program export
Export complete nomination and activity-claim records with the lifecycle and payment fields Program Lens needs.
Keep the export complete
- Include every lifecycle date
- Keep earned and paid amounts
- Retain partner and customer identifiers
- Export CSV, TSV or XLSX
Before you begin
Access required
The exact workspace can vary by program. You need access to the relevant program and permission to view and export nomination or activity-claim records.
Finding the export
Open the relevant program workspace and select its nominations or activity-claims export. If the export is unavailable, confirm your access with your Partner Center administrator or contact support.
Export workflow
Create a complete dataset
Include all records
Set the date and status scope needed for the operational review.
Export the data
Keep the full schema and save as CSV, TSV or XLSX.
Schema
Fields to retain
- LifecycleSubmission, claimed, response, approved, rejected, cancelled, expired, disputed and reopen dates.
- MoneyActivity earning amount, payout amount, payout status and payment evidence.
- AttributionPartner, customer, engagement and solution-area fields.
- IdentifiersActivity, engagement, partner and customer references needed for grouping.
In Program Lens
Analyse the export
Open Program Lens, select the export and review payout, lifecycle, partner and risk views while the dataset stays on your device.