Learn how to view and export detailed payment information about purchases made on your site.
In this article:
- Transactions
- Export Data and Customize Columns
- Download your exported report:
- How to Filter Your Search
Transactions
This page provides a line-by-line report of every transaction associated with your site, excluding free purchases. Use the search bar to quickly identify transactions by searching your customer’s name or email address.
On the table, you can click directly on the amount, customer name, or offer title to view more information about the purchase. You can also issue refunds, send receipts, or view more details from the overflow menu on the table:
Export Data and Customize Columns
Click the overflow menu to export your transaction data and customize the order of the columns and data displayed on the table.
To export your transactional data as a CSV file:
- Navigate to Sales.
- Click Transactions.
- Select the … button for More Actions.
- Click Export Transactions.
- Exporting Transactions will allow you to select your exported date range.
- Press Export to finish
Your exported list will be emailed to the email address associated with your Kajabi account from Kajabi Support:
Download your exported report
Download the CSV from your email inbox:
- Log into your email associated with your Kajabi account.
- Your exported list will be attached to an email from Kajabi Support with the Subject Line (e.g., Transactions export process completed).
- Open the email to access and download your CSV file.
Your CSV file containing your Transactions data will include the following information:
- Purchase Amount and ID
- Currency
- Type (refund, charge, multi, subscription)
- Customer ID
- Customer Name
- Customer Email
- Offer ID
- Offer Title
- Provider
- Created At Date
- Coupon Used
To customize your table’s columns and layout:
- Select the … button for More Actions.
- Click Customize Columns.
- Reorder or toggle relevant data you want to see.
- Press Apply to finish.
How to Filter Your Search
Looking to filter your search further? Use the Filters button to narrow your search down by specifics.
You can filter by offer title, coupon used, payment type, status, date, and more:
And that's how to use the Transactions page to keep track of your payments! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!
