Fee Report

Go to Reports → Sales Report → Fee Report

Fee Report provides users with a comprehensive breakdown of all fees they have charged over a specific period. This report categorizes fees by type and shows the total amount charged for each, enabling users to assess the fees they've collected. 

By default, the report is organized by fee type, but it doesn't display location-specific details such as the venue, store, or register. 

This reporting tool helps merchants track and understand their fee-related revenue more effectively, offering a clear view of how different fees contribute to their overall financial performance. 

With this detailed insight, merchants can make better-informed decisions about their pricing strategies, fee structures, and overall business profitability, providing a clear view of the total fees charged, making it easier for merchants to track and understand their fee-related revenue.

Criteria Selections for Fee Report

Make entries in the following fields to determine report output:

• Start Date: Enter the starting date you want to include in the report.
• End Date: Enter the ending date you want to include in the report.

Note: The Start Date and End Date fields can be left empty if you select a relative date option (Current Day, Previous Day, Current Month, Previous Month).

Details

The user provides details and generates a fee report. The user specifies the report by the Group By option (Fee) and then provides details of the date range in which the sales are to be reported. The user then can generate the report or download the CSV file or print it as a pdf. The generated report provides the Group, Fee Name, Total Transactions, Total Refund Transactions, Total Discount Transactions, Net Fee Amount details. 

Group: Different fees groups charged by the merchant from Fee Settings (Rebate Fee, Tender Based Fees, General Fees).

Fee Name: Name of the Fee

Total Transactions: Total Transaction no. of Fee

Total Refund Transactions: Total Refund Transaction numbers that have the fees assigned to it.

Total Discount Transactions: Data of the count of transactions that have the fees assigned to it.

Net Fee Amount: The total fees charged by the merchant after any deductions or adjustments (like discounts, refunds, or promotions that affect the overall fee amount charged to customers).

Printing Reports

Users have the option to print reports on Console,

1. Navigate to Reports and select the report
2. Select the Date Range that you wish to get the report for.
3. Select filters that are necessary for your report.Note: Default Settings will create a Report with all the necessary information, but if you want a more detailed report, add or remove filters. 
4. Navigate to thePrint button on the top right corner of the screen, clicking on the button will show a popup window to choose the printing options.
5. Make your selection and hit Print

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