How-to: Download a Report That Includes Tasks & Add-ons

Export and download from Manage People that includes all the tasks & add-on responses for your travelers - aggregated by person or invitation group

You can choose to pull a report from Manage People that includes all the tasks & add-on responses for your travelers. 

Filter your view or report based on the traveler status

You can choose from the different Registration and Payment statuses on YouLi. Learn more about YouLi Registration Type and Payment Status in our help documentation. 

How do I access this report that shows me add-ons and tasks? How do I pull a .csv or excel?

If you want to export this information into a csv to open in Excel or Google Docs, all you have to do is select all (or just the ones you want) and then click the EXPORT SELECTED. 


Select "One Row per person, including tasks and add-ons"


The report includes one row per traveler and will include these fields

  • Full Name
  • Reference Code
  • Invitation Group
  • Email
  • Phone Number
  • Planner Notes
  • Magic Link
  • Mini Bio
  • Status
  • Response Note 
  • Selected Package
  • Room
    • Free text (if entered by Planner)
    • OR Rooming Map assigned (if selected by Traveler from the map)
  • Tracking Medium
  • Tracking Source
  • Tracking Campaign
  • Tracking Referring URL
  • Tracking Referring Domain
    • Add-ons response
    • Task responses

To Note: If a traveler has not yet made their first payment, no package or room will be populated. However, if you pull reports by invitation group then it will be populated as you see in the Traveler TripBoard


Tracking Fields Examples

This information allows you to track where your travelers come from. Here's an example of what your data could look like:

    Want to learn more about how YouLi helps you with source tracking?
    Check out our help document about source tracking

    How to pull a report by booking instead of by person?

    To aggregate by invitation group to pull one row per booking, in the popup, select the option: "one row per invitation group"

    To learn more, check out our help document on Booking and Rooming List

    Need a customized report?

    Do you want to have set reports your staff can click to download and see only what is important? You need Custom Trip Reports.