Guide: Report on Fees - Stripe

a) Go to the Tools page, click Adjusters and then New Adjuster

b) Add Inside Adjusters for the fees that you'd like to report on

c) For Stripe Fees, create a 1.5% Inside Adjuster and add your Website Channel

NOTE - This is for per item or percentage based fees. Any fixed fees per transaction would need to be calculated manually.

a) Go to the Prices tab of your Event(s)

b) Go to your Price Table and Duplicate as Draft to make changes

c) Right-click on the Variant you're adding Adjusters to and click Manage Adjusters

d) Select your Adjuster fees and click Add Selected Adjusters

e) Save and Publish Price Table

Learn more - Adjusters

a) Go to the Reports page and click Add

b) Click Folder if you'd like a place to store your Report and enter a name

c) Or click Report without placing it in a Folder

d) On the pop-up, choose Performances as the data source

NOTE - This will run the report by Transaction Items, e.g. tickets, products, fees. Orders will run a report by Payment Items, e.g. payments made with card/voucher.

e) In the top-left box, enter the Name of the report

NOTE - Changes are not automatically saved on Reports. When leaving the page, make sure to click Save in the top-right to make sure any changes are not lost

a) Click Manage Fields

b) On the pop-up, click on the Fields you'd like to report on and click Done

c) It is here when you can your Price Adjuster Fields

a) Click Manage Metrics

b) On the pop-up, click on the Metrics you'd like to report on and click Done

c) It is here where you can add your Inside Fee Metrics

NOTE - If you'd like to run Fee Reports for specific Events, it's best to add an Event Name Filter. This will only show the fees for that Event.

a) Click Filters

b) On the pop-up, click Add Filter

c) Select the Fields/Metrics you'd like to filter by, e.g.

Event Name = is = Christmas Panto

NOTE - To remove any Filters, click the 3 dots to the left of the Filter and click Remove

a) Click the Group By dropdown in the top right, select from your Fields

c) Once selected, these will form your rows

b) Choose the dates you'd like to see in your Report by clicking Dates

c) Choose the following options to report by:

a) Click Save to save your changes

NOTE - Changes are not automatically saved on Reports. When leaving the page, make sure to click Save in the top-right to make sure any changes are not lost

b) Want to duplicate this report for a separate Event? Click Filters

c) On the pop-up dropdown, remove the current Event filter and change it to the new Event

d) To save as a separate Report, click Save As

e) On the pop-up, enter the name of the new Report and click Submit

NOTE - These will then appear in your Reporting list as two separate reports

g) To download a copy of the report, click Export

h) On the pop-up, select either CSV or PDF and click Export

a) On your Stripe account, run a CSV export of successful payments

b) On this export, select the All columns option

c) Including a meta data field - we add the Line-Up transaction reference number

d) On a new spreadsheet, combine this export with your Line-Up report

e) Create 3 tabs on the spreadsheet:

NOTE - It's important to add in Transaction Reference Number here. This is the way you'll be able to match transactions from both reports.

It's also worth moving the Transaction Reference (from the Line-Up report) and line-up-transaction (metadata from Stripe report) columns next to each other, so you can match transactions.

d) To pull data onto this tab from the Line-Up report tab, use the formula:

Example formula:

=VLOOKUP(I2,'Line-Up report'!$A:$J,5,0)

This formula then looks at each column on your Line-Up report tab and if something matches the transaction metadata column, it will bring that across and that will create the rows for Combined Report tab.