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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!

  1. Click to MANAGE PAYMENTS
  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

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Additional information:

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

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