thread Re: How do I create a monthly report that shows the total of processing fees collected? in Archived Discussions (Read Only)

How do I create a monthly report that shows the total of processing fees collected?

dstearns — Wed, 18 Oct 2017 17:55:21 GMT

Please help!

Re: How do I create a monthly report that shows the total of processing fees collected?

VanKalkerFarms — Tue, 05 Jul 2016 04:33:43 GMT

If you go to the Sales Summary part of your Dashboard, you can pull up an entire month's worth of sales and check the Fees line item toward the bottom. https://squareup.com/dashboard/sales/reports/sales-summary

You could also pull up the whole year and choose Monthly instead of Summary from the dropdown to get each month's sales and fees pulled out separately.

Re: How do I create a monthly report that shows the total of processing fees collected?

ohiogoldfrg — Sat, 14 Jan 2017 17:38:22 GMT

Is there a way to break down the fees by item?

Example:

March Summary

Milk, Gross Sales = 10.00, Fees Collected = 0.13

Bread, Gross Sales = 5.00, Fees Collected = 0.45

Re: How do I create a monthly report that shows the total of processing fees collected?

Sean — Tue, 17 Jan 2017 15:23:02 GMT

@ohiogoldfrg - None of our reports currently offer this granular of reporting on fees. You could consider exporting the .CSV and manipulating the data in a spreadsheet application. Excel, Numbers, or Quickbooks would easily be able to help you find this information.

Re: How do I create a monthly report that shows the total of processing fees collected?

litz — Wed, 18 Oct 2017 13:22:33 GMT

How do you select a monthly report?

Re: How do I create a monthly report that shows the total of processing fees collected?

litz — Wed, 18 Oct 2017 13:23:54 GMT

I just want a report by month that shows total fees deducted?

Re: How do I create a monthly report that shows the total of processing fees collected?

VanKalkerFarms — Wed, 18 Oct 2017 16:55:58 GMT

When you click on the date on the Sales Dashboard a drop down appears allowing you to select a time frame.

How do I print out monthly records of earnings

HerculesHLG — Wed, 14 Nov 2018 17:14:20 GMT

How do I print out monthly earning reports

Re: How do I print out monthly records of earnings

puka — Thu, 15 Nov 2018 00:22:08 GMT

Hi @HerculesHLG - I've merged your post with this thread on a similar topic. Check out the reply from VanKalkerFarms above for more information on how to pull your Sales Summary.

Let us know if you have any other questions!

Re: How do I create a monthly report that shows the total of processing fees collected?

Brian66 — Wed, 23 Jan 2019 15:44:16 GMT

I have a Sales Summary Square report from 2016 that shows the fees collected from each item. Have you removed this level of granularity for some reason?

It would be very useful for tax purposes.

Re: How do I create a monthly report that shows the total of processing fees collected?

puka — Thu, 24 Jan 2019 20:55:34 GMT

Hey @Brian66 - If you export your transactions list from your online Dashboard, there is a Fee column that shows how much was deducted from each transaction, but not each item. Is that what you were looking for?

Re: How do I create a monthly report that shows the total of processing fees collected?

thehappylyon — Thu, 21 Feb 2019 18:48:09 GMT

I got the fees per item last month, but I am not seeing what you mean by it being on the transactions list. Is it still there?

Re: How do I create a monthly report that shows the total of processing fees collected?

Helen — Wed, 27 Feb 2019 16:12:29 GMT

Hello @thehappylyon, yes you can still view fees for each transaction from the Transactions CSV:

Sign in to your online Square Dashboard > navigate to Transactions.
Edit the date range to see transactions in a specific time.
Click Export in the upper right.
Select Transactions CSV.

The Transactions CSV is a list of all your payments in a particular timeframe. When you open the report you'll need to scroll to the right and there's a column called 'Fees'.

Re: How do I create a monthly report that shows the total of processing fees collected?

jdampeer — Thu, 23 Jan 2020 12:44:16 GMT

How do I create an itemized report for a month or the year?

Re: How do I create a monthly report that shows the total of processing fees collected?

ashc — Fri, 24 Jan 2020 15:18:53 GMT

Hi @jdampeer!

The details are outlined in @VanKalkerFarms post on the first page.

Hello, how do I create a report of total monthly cc processing fee collected?

skinspa — Wed, 29 Jan 2020 21:37:35 GMT

Hello, how do I create a report of total monthly cc processing fees?

Re: Hello, how do I create a report of total monthly cc processing fee collected?

ashc — Thu, 30 Jan 2020 13:12:15 GMT

Hey @skinspa! Welcome to the Community.

I searched your question and found an existing thread within the Community and merged your post here.

Check out @VanKalkerFarms post above!

Monthly Statement

pm74 — Wed, 26 May 2021 18:49:56 GMT

I need to be able to generate a Monthly statement as I would with a bank account.

All the reports I can find all seems to be incomplete.

Re: Monthly Statement

ashc — Thu, 27 May 2021 12:16:23 GMT

Hi @pm74,

I moved your post to a thread where this question has been answered already.

Check out the Best Answer above for details.

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

Re: Monthly Statement

SFA1 — Tue, 29 Jun 2021 20:33:07 GMT

I agree and this is so basic, very frustrating!!