Report by Category that shows Gross sales and Fees for each

[Peter_NLAC]

Hi,

I am trying to find or generate a monthly report of sales by category that also shows the fees for each. Can anyone point me to something or do I have to download the required data and manipulate in a spreadsheet:(

Thanks

pc

[Seamus · Accepted solution]

@Peter_NLAC I don't think such a report exists unfortunately - if you're looking for monthly total fee amounts for tax purposes you can check here - but it's not broken down by category and just has a total amount of fees.

You might be able to download the data and do some things with it, or even write a formula to help make things quicker - I do confess I am not a spreadsheet wizard though! 

[Peter_NLAC]

Thanks Seamus, you have confirmed what I have found.

My problem would be solved in the Transactions export file included a column with category 😂