Merchant Fee Programs Report

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Table of Contents

Overview

Instructions

 

Overview

This report shows transaction information from tips provided to each employee for any selected time range. 

Whenever you process cash discounts, the system will display the info in the Merchant Fee Programs Report and Z Report.

 

Instructions

  • To access, go to Reporting--->Merchant Fee Programs Report in the left navigation menu. 

  • You can filter surcharges and cash discounts by store from the Store drop-down menu or by Fee Type (either Cash Discount or Surcharge) from that drop-down.
  • You can filter by date by selecting one of the options in the date range drop-down menu. The default will say Today.
    • Only up to 3 months can be filtered at a time. To filter by a customized date range within a 3 month period, select the Custom Range option and then the dates you would like to filter for in the calendars that appear. If you would like to view data for more than 3 months, export the report after choosing a custom range and then select a new custom range, export it, and combine the data from the exported reports.
  • View Merchant Fee Program info, including:
    • the Name of the surcharge or cash discount fee
    • the Fee Type: Either "Cash Discount" or "Surcharge"
    • the Rate of the surcharge or cash discount that was charged.
    • the total Order Amount from orders where customers were charged the surcharge or cash discount.
    • the total Collected Fee from the surcharge or cash discount for all customers
  • Sort by individual columns by selecting the triangle to the right of the column you want to sort.
  • Export the Merchant Fee Programs Report by clicking the Export button and then click on the download to open it.

 

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