Why is this relevant?: Downloading sales history allows you to view each individual client, including their name, email address, date signed up, and revenue earned from each service, including processing fees, coupons used, and any other pertinent information when it comes to your sales history.

 

This guide will walk you through the steps on how to download your sales history. 

 

Step 1: To begin, click on the Payments and Payouts from your Business Dashboard. 

                                                        
 

Step 2: On the account settings page, you'll find various sections related to your account information. Look for the "My Sales" section.



 

Step 3: Within the "My Sales" section, you'll notice a button labeled "Download Enrollment History" and then click on this button to initiate the download process.

Step 4: Once you've clicked the button, a CSV (Comma Separated Values) file containing your sales history will be downloaded to your device.

Step 5: Locate the downloaded CSV file on your device and open it using a spreadsheet program like Microsoft Excel or Google Sheets. This will allow you to view and analyze your sales history.

Enrollment History Column Definitions

The downloaded CSV contains several columns with information about the client, service, payment, revenue, taxes, affiliates, and account status.

Client Information

DATE
The date the client's enrollment or transaction was recorded.

FIRST NAME
The client's first name.

LAST NAME
The client's last name.

CONTACT
The client's email address associated with the enrollment.

PHONE NUMBER
The client's phone number, when available.

Service and Payment Information

NAME

The name of the service the client enrolled in.

CURRENCY
The currency used for the transaction, such as USD.

TOTAL COST
The total listed cost of the service before applicable payment adjustments, discounts, or fees.

PYMT AMT
The amount of the payment associated with the enrollment.

COHERE FEE
The Cohere fee associated with the transaction.

COACH PYMT PROCESSING FEE
The payment processing fee associated with the coach's portion of the transaction.

CLIENT PYMT PROCESSING FEE
The payment processing fee charged to the client, when applicable.

COUPON NAME
The name or code of the coupon used for the enrollment, if a coupon was applied.

Revenue and Payout Information

$ NET REVENUE EARNED
The net revenue earned from the transaction after applicable deductions.

REVENUE FOR PAYOUT
The amount of revenue that is eligible to be included in the coach's payout

.

EXCHAGE RATE
The exchange rate applied when currency conversion is involved.

IN ESCROW
Indicates whether funds from the transaction are currently being held in escrow.

PENDING PAYMENTS
Indicates whether the payment is still pending or has been completed.

Enrollment and Payment Source

SOURCE
Shows how the client was enrolled, such as through an invitation or another enrollment method.

PAYMENT PROCESSEOR
Shows the payment processor used to process the transaction.

Tax Information

TAX TYPE
Indicates the tax treatment associated with the transaction.

REVENUE COLLECTION
Shows information related to how applicable revenue or taxes are collected.

TAX HISTORY LINK
Provides a link to the relevant tax reporting information in Stripe, when available.

Tax Percentage
Shows the tax percentage applied to the transaction, when applicable.

Tax Amount
Shows the amount of tax associated with the transaction, when applicable.

Client Access and Membership Status

Has Access?
Indicates whether the client currently has access to the service or related content.

Membership Cancelled
Indicates whether the client's membership has been cancelled, when applicable.

ACCOUNT SETUP PENDING
Indicates whether the client's account setup is still pending.

Affiliate and Referral Information

Affiliate
Shows the affiliate associated with the enrollment, when applicable.

Affiliate Email
Shows the email address of the affiliate associated with the enrollment, when applicable.

ReferralLink
Shows the referral or affiliate link used to generate the enrollment, when applicable.

Understanding Your Enrollment History

The Enrollment History CSV can be useful for reviewing individual enrollments, tracking revenue and fees, identifying coupon usage, reviewing tax information, and checking whether clients have access to the services they enrolled in.

You can also use the spreadsheet's sorting and filtering tools to find specific clients, services, dates, payment statuses, or affiliate referrals.