BETA:
The new Sales tab is currently in beta and may not appear for your account. Click here to learn how to enable or disable the beta feature. If you do not have the Sales tab beta feature enabled, access your Offers from the Products tab.
Learn to view and export detailed payment information about every purchase made on your site.
In this article:
View payments
- Open the Sales tab from the Dashboard.
- Click Offers.
- Click Payments in the top menu:
Search Payments by:
- Member name
- Offer Title
Organized from most recent payments made.
- Payment ID
- Payment Amount
- Payment Type
- Member Name
- Member Email
- Offer Title
- Payment Provider
- Payment Created
Export payments
Export a detailed report of all Offer payments.
Your exported file will reflect the same data displayed on Kajabi: Payment ID, Payment Amount, Payment Type, Member Name, Member Email, Offer Title, Payment Provider, and Payment Created At Timestamp.
To export your payments as a CSV file:
- Open the Products tab from the Dashboard.
- Click Offers.
- Click Payments in the top menu.
- Navigate to the top right corner and click Export.
- Select the date range to export.
- Then, click Export once more:
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: Payments export process completed.
- Open the email to access and download your CSV file:
