How-to: Pull A Payment Report in Excel from your YouLi Trip

We make it easy to keep track of payments. Just download a full report right from YouLi!

Pulling a payment report from a specific trip

Do you want to pull a report in YouLi for your trip of all the payments that have occurred? Easy peasy!


  2. Select the Travelers you want to include in your report - you can also select all from the check box on the top
  3. Click DOWNLOAD CSVCsv



What information will be on the .csv

  • Who the payment was made by
  • Reference Code
  • Selected Package
  • Room
  • Breakdown
  • Currency Type
  • Amount
  • Method
  • Type
  • Payment Date


Additional information:

  • Tracking Medium
  • Tracking Source
  • Tracking Campaign
  • Tracking Referring URL
  • Tracking Referring Domain



Need more help? 

Reach out to the YouLi Support Team via the chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.