View Your Transaction History and Reports

As a school owner, you’ll want to access transaction reports for your own accounting and tax purposes. This article shows you how to access, understand, and export your school’s transaction reports.

Viewing Your Transaction History

School owners can access their transaction history and view all transactions processed by the Monthly Payment Gateway or custom payment gateways in their school admin area.

To access your school’s transaction history, complete these steps:

  1. Log in to your Teachable school.
  2. Click Sales.
  3. Select Transactions.
    admin-sales-transactions-overview.png

An overview of your school’s transaction history displays at the top of the Transactions screen and contains the following information:

  • Total Sales - The total amount of sales in USD.
  • My Earnings - The total amount (in USD) earned by the school once transaction fees and author/affiliate commissions have been deducted from the net revenue of the sale.
  • Affiliate Earnings - The total amount of commission earned by affiliates in your school.
  • Refunds - The total amount of refunds issued in USD.
  • Chargebacks - The total number of disputes issued by students in your school.

Further details about your school’s transaction history display below the overview section and contain the following details:

  • Date - The day of the week, the day of the month, and the time (your local time) at which the transaction took place.
  • Price - The listed price of the course.
  • Earnings (USD) - The total amount (in USD) earned by the school after transaction fees and author/affiliate commissions have been deducted. This column also displays events that affect earnings, such as refunds or chargebacks.
  • Student - The name of the student who purchased the course.
  • Course - The name of the course purchased by the student.
  • Gateway - The payment gateway that processed the transaction.
  • Coupon - The coupon code applied to the sale, if applicable.
  • Affiliate - The name of the affiliate attributed to the sale, if applicable.

You can also apply filters to sort your transaction data and sort by date:

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  • Course - The name of the course purchased.
  • Author - The name of the author associated with the course purchased.
  • Affiliate - The name of the affiliate associated with the course purchased.
  • Student - The name of the student who purchased the course.
  • Coupon - The coupon code used to purchase the course.
  • Pricing Plan - The name of the pricing plan purchased by the student.
  • Plan Type - The type of pricing plan purchased by the student.
  • Earnings - The total amount in USD earned by the school.
  • Payment Gateway - The payment gateway through which the transaction was processed. 
  • Fully Refunded - The transaction was fully refunded.
  • Chargeback - The transaction was disputed by the student.

Viewing Your Transaction Breakdown

Primary owners can also view a breakdown of their school’s transaction history by day or month. To view your transaction breakdown, complete the following steps:

  1. Log in to your Teachable school.
  2. Click Sales.
  3. Select Breakdown from the admin sidebar.

    You can view your transaction breakdowns by day:admin-sales-breakdown-by-day.png

    Or by month:admin-sales-breakdown-by-month.png

In each breakdown view, you can view the following information

  • # Sales - The number of sales made that day or month.
  • Sales Price (Total) - The total amount charged to the purchaser.
  • Affiliate Fees - The total amount of affiliate commission deducted from the sales price.
  • Author Fees - The total amount of author commission deducted from the transaction’s earnings
  • Earnings - The total amount of earnings paid out to the primary owner after fees and commissions are deducted.

Viewing Transaction Details

To view more details about a specific transaction, click on the individual transaction in the Transactions section.

admin-sales-transations-individual-transaction.png

You can then view the Summary of buyer details, transaction and payout dates, and related pricing information.admin-sales-transactions-details-summary.png

If the transaction has been refunded, then you'll see a Refund section:

admin-sales-transactions-details-refund.png

You can also view the Payment Breakdown, which provides more transaction details, including fees, taxes, and the total amount earned by your school from the transaction:

admin-sales-transaction-breakdown.png

The transaction is broken down into the following:

  • Listed Price - The sales price of your course.
  • Coupon - The amount deducted from the sales price if a coupon is applied.
  • VAT Tax - The amount of VAT charged if the purchaser is based in the EU.
  • Amount Refunded - The amount returned to the student in the case of a refund.
  • Amount Charged via Stripe/PayPal - The total amount charged to the purchaser via Stripe or PayPal.
  • Affiliate Fee - The total amount of affiliate commission deducted from the sales price.
  • Credit Card Fee - The total amount of credit card fees deducted from the earnings of the transaction.
  • Teachable Fixed Fee - The total amount of Teachable fees deducted from the earnings of the transaction.
  • Teachable Transaction Fee - The total amount of transaction fees deducted from the earnings of the transaction by Teachable.
  • Author Fee - The total amount of author commission deducted from the transaction’s earnings.
  • Estimated School Earnings - The total amount of earnings paid out to the school after fees and commissions are deducted.

Exporting a Transaction Report

School owners can export a CSV of their transaction reports by clicking on the Export CSV button in their Transactions section:

admin-sales-transactions-export-csv-button.png

Once the CSV exports, owners will receive an email containing a downloadable copy of the CSV, which can then be opened using programs like Excel, Numbers, etc. The CSV will contain the following data:

  • Purchased At - The date of the transaction in YYYY-MM-DD format.
  • ID - The transaction ID that is contained in the URL of the transaction in the school admin (e.g., yourschool.teachable.com/admin/sales/XXXXXXX).
  • User - The name of the purchaser.
  • User Email - The email address of the purchaser.
  • Product Name - The name of the pricing plan purchased (e.g., All-Access Membership Subscription)
  • Course Name - The name of the course purchased.
  • Final Price - The price of the course at the time of purchase.
  • VAT Fees - The total amount of VAT tax charged in the transaction.
  • Net Charge USD - The total amount in USD charged, including VAT tax, if applicable.
  • Net Product Charge USD - The final price of the course including refunds, if applicable.
  • Amount Refunded - The total amount refunded to the student, if applicable.
  • Refunded At - The date that the refund was issued.
  • Net Revenue USD - The total amount (in USD) of revenue generated from the transaction.
  • Author Fees - The total amount of commission earned by the author from the sale.
  • Affiliate Fees - The total amount of commission earned by the affiliate from the sale.
  • Earnings USD - The total amount (in USD) earned by the school once transaction fees and author/affiliate commissions have been deducted from the net revenue of the sale.
  • Method - The payment gateway that processed the transaction (Stripe/PayPal).
  • Custom Gateway - The custom gateway used to process the transaction, if applicable.
  • Coupon - The coupon code applied to the sale, if applicable.
  • Is Chargeback - The status of the transaction, if the transaction is disputed and funds have been returned to the purchaser.
  • Affiliate Email - The email address of the affiliate attributed to the sale, if applicable.
  • Charge Country - The country associated with the purchaser’s credit card or PayPal account.
  • Author Email - The email address of the author of the course.
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