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

[dstearns]

Please help!

[VanKalkerFarms · Accepted solution]

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.

[ohiogoldfrg]

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

[Sean]

@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.  

[litz]

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

[Brian66]

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.

[puka]

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?

[thehappylyon]

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?

[Helen]

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

1. Sign in to your online Square Dashboard > navigate to Transactions. 
2. Edit the date range to see transactions in a specific time.
3. Click Export in the upper right.
4. 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'. 

[jdampeer]

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

[ashc]

Hi @jdampeer!

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

[litz]

How do you select a monthly report?

[VanKalkerFarms]

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

[HerculesHLG]

How do I print out monthly earning reports 

[puka]

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!

[skinspa]

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

[ashc]

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!

[pm74]

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.

[ashc]

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!

[SFA1]

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

[pm74]

Yes we should not have to poke around and create custom reports to try to achieve a simple monthly report. Square is like a bank and we should have monthly statement like we do at the bank. 

I'm also very frustrated with square.