Learn to view and export detailed payment information about every purchase made on your site.
In this article:
View payments
View all the payments made to your site in one easy-to-view location.
In your Payments page you can efficiently manage your payments by quickly viewing the:
- Payment method (Stripe or PayPal)
- Amount paid
- Payment Type
- Member Name
- Member Email
- Offer Title
- Transaction Date
Want to look into the Offer or Member involved with a specific payment? Simply click on the Member name or Offer Title to access more information.
To view your Payments page:
- Open the Sales tab from the Dashboard.
- Click Payments:
Search Payments by:
- Member name
Sort and Filter
Your payments are organized from most recent payments made, but you can use the Sort function to reorder your list of payments:
Or filter your list to locate specific payments by Payment Type, Payment Method, or Timeframe:
Looking to filter your payments further? Use advanced filters to include Currency and Offers, by clicking Advanced:
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 Sales tab from the Dashboard.
- 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:
Your CSV file will include:
- the Payment ID, Payment Amount,
- Currency,
- Payment Type,
- Member ID,
- Member Name,
- Member Email,
- Offer ID,
- Offer Title,
- Payment Provider (Stripe or PayPal),
- the Created At date,
- and if a Coupon was used.
