Partner Support: How to access and view statements

There are multiple ways to access your payment and statement information for Voucher redemption:

1. View statements in Power BI.
2. Download statements.
3. Contact Incentive Support to inquire about a specific payment, payment timeline, and more.

View statements in PowerBI

Using Power BI, you can view individual and multiple statements, as well as earnings over time.

To view individual statements:

1. On the Statements page, click Go to the Partner Statement Report.

2. Select data criteria to find the statement. You can choose between Program Membership, Tenant Name, and more.

To view multiple program memberships:

1. From Partner Statement Report page/Power BI, click View Earning History.

2. Select Program Memberships tab.

Note:

• Specific data may be viewed in the Tenant Milestones section as indicated below.
   
• If your company participates in more than one program, you may need to elevate your permissions to either Program Administrator or Statement Administrator for each program to view the data.
   
• More information about Program membership roles:
  • Program Membership Overview
  • Program Membership Self-Service Form

3. View Earning History

To view history within a program, select View Earning History then select the Program membership, start and end dates. Note that you may also select to view by Tenant, Service, or Milestone.

You will see the history as shown in the example below:

Download statements 

To view statements available for download: 

1. Go to Statements · FastTrack Partner Community Portal.

2. The statement will appear in the Note Text field as indicated below. Select to download.

3. Go to the Summary page to view top level information about the statement and payment.

Click the Summary tab to move between the Summary and Detail pages. Learn more about Statement Report – Statement Details.
 

Contact Incentive Support 

For questions, feel free to open a case with Incentive Support.