Precision Reporting gives you total control over your referral data—whether it’s teams, payouts, or tracker opportunities—by letting you export any report in CSV format and push it straight into your systems via SFTP or webhook. Automate your data workflows end-to-end, eliminate manual CSV downloads, and build custom downstream integrations without writing a single line of code.
How It Works
In the Boon admin app, open Precision Reporting and choose the report you need: Payouts (referral rewards due) Tracker Opportunities (application statuses) Apply filters or custom fields (e.g. department, referral code, date range) to tailor the output. Output File : Every export is generated as a standard CSV—ensuring maximum compatibility with payroll, accounting, BI, or HRIS tools. Scheduling & Triggers : Schedule exports on any cadence: hourly, daily, weekly, bi-weekly, monthly—or run them on-demand. SFTP: Boon provides a dedicated SFTP connection Webhook: Push the CSV payload to your own HTTPS endpoint. Automated Report Generation : At each trigger, Boon compiles the latest data, generates the CSV, and delivers it securely. Your payroll or accounting system picks up the file from SFTP or ingests the webhook payload automatically. You get instant visibility into which records were processed—and can reconcile any issues before marking in Boon. Key Benefits
For Finance & Operations
Full Automation: No more manual exports, email attachments, or one-off data pulls. Seamless Payroll Handoff: Generate payouts CSV and feed directly into Workday, ADP, BambooHR, or any in-house system. Custom Reporting: Filter, group, and include only the fields you need—cut down on post-export cleanup. Error-Proof Delivery: Automatic retries, delivery logs, and checksum validation guarantee you never miss a file. For IT & Integrations
Flexible Endpoints: Use Boon-managed SFTP or bring your own webhook URL. Secure & Compliant: Encrypted transfers and audit logs help satisfy SOX, GDPR, and internal security policies. Scalable Architecture: Handles from dozens to millions of rows—no performance impact. Credential Management: Boon rotates SFTP keys/passwords on your behalf, or you can manage your own SSH keypair. Common Use Case: Payouts Automation
To streamline referral reward payouts, Boon offers two complementary approaches:
BoonPay – Fully automate payments end-to-end within Boon. Boon handles everything from invoice generation to 1099 compliance and direct disbursement to your referral providers. Learn more in our . Precision Reporting Export – If you’d rather keep all disbursements flowing through your existing payroll system, use Precision Reporting to export a Payouts Report (CSV) on your preferred schedule. Deliver it via SFTP or webhook into your payroll platform, let your system issue payments, then simply mark those records as “Paid” in Boon to maintain up-to-date referral analytics.
Why choose Precision Reporting Export?
Full Payroll Control: Some organizations prefer to centralize all compensation through a single vendor or internal process. Seamless Data Handoff: Generate tailored CSV files with exactly the fields your payroll system needs—no manual cleanup. Automated Workflows: Schedule exports weekly, bi-weekly, or monthly so your HRIS/ERP ingests fresh data without any human intervention.
Note: Boon does not natively integrate with third-party payroll vendors, which is why we offer both BoonPay for in-platform disbursements and Precision Reporting Export for organizations that prefer leveraging their existing payroll infrastructure.
Pricing & Availability
Precision Reporting & Export is available on our Business and Enterprise plans for an additional annual fee.
Unlimited Reports: Export as many CSVs as you need—no per-report charges. Multiple Destinations: Add unlimited webhook URLs at no extra cost.
Precision Reporting - Overview
