Detailed Transaction Report

Summary

This article outlines the steps for you to access the detailed transaction report from the Channel Incentives Platform Tool (CHIP).

Please note that this article is not applicable for Europe, Middle East and Africa (EMEA) partners.

More Information

You can access and review the Detailed Transactions report via the Channel Incentives Platform tool (CHIP). You also have the option to either view the detailed transactions or export the report into an Excel file. Follow the steps below to access the report:

  1. Open CHIP and log in with your Microsoft Account (previous Live ID). 
  2. Select Program Name – Rebates.
  3. Select the relevant period from the dropdown.
  4. Click Earned Funds.
  5. Go to Lever Details section.
  6. Click Export Detailed Transactions. The Performance - Transaction Details window will appear.
  7. Select the desired Performance Goal levers.
  8. Click Submit.
  9. A pop up window will appear to inform you that you will be receiving a separate email notification for each Performance Goal selected. Included in each email notification will be a link to the detailed transaction report you requested.
  10. Click OK.
  11. Once you receive the notification email, click Select this link to be taken directly to your report.
  12. You can then download and/or save the Excel report.
You will also be able to view your requested reports each time you log into CHIP. Follow the steps below to access the previously requested reports:

  1. Open CHIP and log in using your Microsoft Account (previous Live ID).
  2. Select the Period in question from the dropdown.
  3. Click Earned Funds.
  4. Go to Lever Details section.
  5. Click Export Detailed Transactions. The Performance - Transaction Details window will appear.
  6. Click on the Detailed Transactions link for each corresponding Performance Goal lever report you previously requested.
  7. You will again have the option to download/save the Excel report.



Svojstva

ID članka: 2950213 - Poslednji pregled: 17.10.2014. - Verzija: 1

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