Fees Report

The Fees report lists fees applied to product sales during the specified time period. Results are sorted in descending order by date and time. See below to run the report and view report results. You can also export the report and print it.

Running the Fees Report

To run the Fees report:

1. On the PAYD Administration main screen, click Reports.

2. On the Reports menu, click Financial.

3. From the list of financial reports,  click Fees.

The Fees report screen appears.

4. Specify a time period by entering a Month, Day and Year in the Starting date and Ending date textboxes.

NOTE: The default time period is Today.

5. Click the View button.

Results appear below.

To change your search or narrow results:

1. Change the Starting date and/or Ending date as above.

2. Click the View button again.

To narrow results by store (multi-store environment only):

1. Click the Stores button.

2. On the Select Store(s) popup, select the checkboxes for the stores you want to include in the report and then click OK (all your stores are selected by default).

3. Click the View button.

To narrow results to a time of day:

1. Click the Start of day drop-down menu and select a starting time for the report results.

2. Click the End of day drop-down menu and select an end time for the report results.

3. Click the View button.

NOTE: The default setting for this report is the entire day (within the date range selected). To run the report for the entire day, leave the defaults set to Start of day and End of day. It is also possible to see results for specific times of the day. For example, if you wanted to see results between 9am and noon, you would enter a start time of 09:00 and an end time of 12:00. Then if you wanted to see results from 2pm to 5pm you would repeat steps 1-3 selecting a start time of 14:00 and an end time of 17:00. The time frame works on a 24-hour clock.  

To change the time period of the report:

• Click the Period drop-down menu and select the appropriate time period from the list e.g. Last Month.

To print report results:

• Click the Print button above the results.

• Refer to Printing Reports for more information.

To export the report:

• Refer to Exporting Reports for more information.

Viewing Fees Report Results

Fees Summary

The report summary displays the following for matching results:

• Total $ amount collected for each fee type set up in PAYD Pro PlusTM (e.g. Environmental Handling Fee).

Report Results

The report lists the fees applied to sales during the specified time period as follows, sorted in descending order by Date.

• Date - Date and time of the fee payment (default sort).

• Order ID - PAYD Pro Plus ID for the sale transaction (click to view details) .

• Fee - Fee type paid in the transaction (e.g. Environmental Handling Fee).

• Amount - Total $ amount of the fee payment.

To change a report's sort order:

• Click the heading of the column you want to sort on (highlighted on mouseover).

• Click again on a heading to toggle between descending and ascending order.

To page through report results:

• Use the navigation bar below the report results. The current page is highlighted.

Related Topics

The Reports Menu

Running Reports

The Fees Screen