Merchant Fee Programs Report

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Table of Contents

Overview

Instructions

 

Overview

This report shows information on all surcharges charged during transactions. 

 

Instructions

  • To access, go to Reporting--->Merchant Fee Programs Report in the left navigation menu. 
  • You can filter surcharges by store from the Store drop-down menu.
  • 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
    • the Rate of the surcharge
    • the total Order Amount from orders where surcharges were applied.
    • the total Collected Amount from surcharges on all transactions within the selected filters.
  • 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 selecting the Export button and then click on the download to open it.

 

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