how to pull up a monthly report with fee breakdown

sandbar2 — Sat, 20 Sep 2025 07:24:33 GMT

I am needing to get a detail report of my fees and of the type of cards used. Does anyone know how to do this?

Re: how to pull up a monthly report with fee breakdown

JK_Fiber_Art — Sun, 25 Aug 2024 00:04:19 GMT

Try exporting your Transaction info - sometimes the canned reports don't have all of the fields whereas when you export the data, you get all the fields in a particular area.

Select Transactions

Select a Date Range

Next - Select Export (far top right of screen)

Select Transactions CSV

Select Generate

After the data has been processed

Select Download

From there, you can use an app like Excel to manage the data any way you want

We do this all the time - it works quite well for our needs.

thread Re: how to pull up a monthly report with fee breakdown in Payments Troubleshooting

how to pull up a monthly report with fee breakdown

Re: how to pull up a monthly report with fee breakdown