thread Re: Seeing Net Total and credit card fees for more reporting options, such as by Category sales in Archived Discussions (Read Only)

Seeing Net Total and credit card fees for more reporting options, such as by Category sales

hayldel — Tue, 30 Apr 2019 20:38:25 GMT

Hi Square Community,

I'd like to be able to see Net Total (net after discounts, taxes, and fees) and credit card fees on more of the report dashboards, particularly by Item and by Category. Am I missing something? I currently have to get Net Total and fees for the reporting period from the Payment Methods report, and then divide out the Square Credit Card fees to each item/category myself. It's a few extra steps I'd be grateful not to have when creating reports for our Finance Office. If this isn't possible, can this be a feature request?

Thanks.

Re: Seeing Net Total and credit card fees for more reporting options, such as by Category sales

Helen — Thu, 02 May 2019 15:59:41 GMT

@hayldel Hmm have you tried looking at the Transactions CSV report instead? From your Dashboard click Transactions from the menu on the left > select the date range/choose the payment methods > click Export in the upper right. That report has a column for Net Total and a separate column for Fees.

You're right though - Item and Category sales reports do not currently include a column for fees. I can certainly share that as a feature request with the Reporting team!