[Improvement] Transactions Report Enhancements

[Sean]

Hi Sellers! 👋

I'm happy to highlight a number of improvements we recently made to the Transactions report, which is one of the most widely used reports we offer! We know it's really important for you to easily understand how much fees you’re paying, what your take-home amount will be for any given transaction, as well as how to reconcile your sales if you've received free processing from a referral or survey you were part of. With this in mind, we've introduced some new fields that should make these things a breeze for y'all! 

Here's a comprehensive list of changes [so you don't have to try and find Waldo 😀]: 

• “Total Fees” added to the report header so you can easily get a snapshot that matches your filters.  
• “Net Collected” added to the report header so you can easily see how much your take home is minus our fees (does not include cash/other tender transactions). 
• New “Fees” and “Net collected” columns in the report table so you can see these same details at the transaction level easily. 
• We updated the language in the tooltips to more easily understand our reporting terminology. Please let me know if something doesn't make sense!   
• New icons and tooltip details to indicate when and how much free processing was applied to a transaction 
• New "Free Processing" drop down filter so you can see only transactions that had free processing applied to them. 
• We also added a column for free processing applied in the “Transactions CSV” if you export things regularly

We also made a small tweak to the Get Free Processing page in Dashboard so you can quickly see past rewards from the last two years. 

We hope these changes make your lives a little easier! Please share any thoughts or other improvements you'd like to see!

Also, if you want to test out our changes specifically related to free processing, you can always refer someone to Square and if they sign up and take a payment -- you both get £1,000 in free processing! 🙌 

[OllieP1]

Hi Sean,

Thanks for the update, however it looks like this has had an effect on the data once downloaded to excel.

Is this an error you are aware of?

Many Thanks!

[Sean]

Thanks for replying with the feedback! Would you mind sharing more details about exactly what’s happening with the export? Which export are you using? Thanks! 

[OllieP1]

We are trying to use the 'Transactions CSV' report into Microsoft excel but it seems to result in a very difficult to understand report compared to what it was previously.

Example below copied directly from Excel:

Date Time Time Zone Gross Sales Discounts Service Charges Net Sales Gift Card Sales Tax Tip Partial Refunds Total Collected Source Card Card Entry Methods Cash Square Gift Card Other Tender Other Tender Type Other Tender Note Fees Net Total Transaction ID Payment ID Card Brand PAN Suffix Device Name Staff Name Staff ID Details Description Invoice Number Event Type Location Dining Option Customer ID Customer Name Customer Reference ID Initial Fees Adjustment Fees Device Nickname Fee Plan Number of Adjustments Adjustment Date(s) Third Party Fees Deposit ID Deposit Date Deposit Details Fee Percentage Rate Fee Fixed Rate Refund Reason Discount Name Transaction Status Order Reference ID Fulfillment Note Free Processing Applied
2023-02-27 15:01:05 London £1	000.00 £0.00 £0.00 £1	000.00 £0.00 £0.00 £0.00 £0.00 £1	000.00 Point of Sale £1
2023-02-27 14:54:27 London £9	433.20 £0.00 £0.00 £9	433.20 £0.00 £0.00 £0.00 £0.00 £9	433.20 Point of Sale £9

[Sean]

Thanks for sharing more details. I’m still having a hard time trying to unpack the issue. When you open the .CSV, is the issue that the column names are showing in the row instead (above the transaction entries)? Or is it something else? Thanks! 

[OllieP1]

Thanks for coming back to me - yes the issue is that the data seems to be packed into the columns and rows instead of the usual ordered report that had been displayed before the update. Previously each entry had been separated by column and row.

This makes it currently very difficult to analyze the data in any meaningful way.