The Payment balance summary by month report is now live for everyone using Kajabi Payments. If you've ever tried to answer "what did I actually earn last month" by exporting transactions and adding up columns by hand, this one's for you.
How it works:
For each month in the range you choose, the report shows your opening balance, your closing balance, and the activity that moved it between them, including charges, refunds, fees, and payouts. Set your date range and download it to hand off to a bookkeeper or file with your books.
How to access it
Go to
Sales
→ Payouts
and click Balance Report in the upper right of the All Payouts section. You can also find it under Analytics
→ Reports
→ Payment balance summary by month
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