Payout changes

[RollyTaskerNA]

With recent changes to payout and payout reporting, I am trying to see if you can set so it worked the way it previously did. I want one pay out per day with all orders combined and the payout report to show the total charged and fees so it is easy to manage in my bookkeeping.   I tried to do a flow that would provide but could not get it to work.  I know I can get the info, but now it is showing multiple pay outs per day and I have to open each one to see the information needed.

[BetterReports-D]

Hi @RollyTaskerNA,

Have you been able to find a solution? If not, I would recommend our app Better Reports for this!

I’m Ciara from Better Reports, and we frequently help merchants with exactly this type of request.

We can create payout-by-day summary reports that show the total value of the payout, the Shopify fees charged, and the net amount. These reports can be drilled down further to reveal the order transactions within each payout too. 

In addition to custom reporting, Better Reports has more than 80 built-in reports available out of the box that cover many common use cases for merchants. You can schedule reports to run at set frequencies to your email or Google Drive or export the reports in CSV, Excel, HTML, or PDF format.

I encourage you to install Better Reports and start your free 14-day trial and I'll be happy to set this up for you.

What do you think?

[Report-Pundit]

Hi @RollyTaskerNA,

 We responded to a similar requests. Report Pundit can generate a summary report based on payout dates, including total charges and fees. You can also customize it by selecting additional fields. Our team can create this report for you immediately. 

Find this threads for more information:
https://community.shopify.com/c/shopify-discussions/payment-transactions-export-to-csv-for-more-than...

https://community.shopify.com/c/shopify-discussions/report-on-payment-method-used-during-a-month/m-p...
Thanks,

Report Pundit

[KLORebelArtCo]

For just the fees per a specific time period, I was able to export a report from the Payouts section.  Form the shopify Admin, navigate to FINANCE-->PAYOUTS and then click the search icon to the far right to reveal the filter bar.  Click on the "Payout Date" dropdown and use the various options to set your date criteria and then hit EXPORT in the top right corner.  It will export/email the report to the admin email on file.  The report is sorted by payout date and includes Charges, Refunds, Adjusments, etc, Fees and the net payout per each date.