thread Re: Has anyone found out how to create a custom report that links fees to individual charges? in Archived Discussions (Read Only)

Has anyone found out how to create a custom report that links fees to individual charges?

drs5542 — Sun, 11 Dec 2016 12:18:02 GMT

Has anyone found out how to create a custom report that links fees to individual charges? I am trying to get our fees broken down by category. We have a huge school festival that individuals can buy ride tip, raffle tip, sign up for parties, etc - all on one ticket. However, I need to be able to break out the fees into those individual categories. The transaction reports give me the fees by transaction (which can contain tix, raffles, etc all together), but the item detail report where I can sort to the different categories I need does not show the individual fees - so I have to try & calculate in order to break out those fees?

Re: Has anyone found out how to create a custom report that links fees to individual charges?

EJ_ — Tue, 13 Dec 2016 18:07:35 GMT

Hi there.

There doesn't seem to be a way to customize reports that reflect fees broken down by category.

The best option that I can think of would be to use the Category Sales report combined with the Advanced Options "Filter by Category" and "Filter by Payment Method."

You can then select "Card payments" as the only payment method and calculate your fees from each displayed category manually.

I know that's not ideal, but hopefully another fellow Square Seller can chime in with a better work around.