How to Use the Additional Fee Report

The Additional Fee Report provides a comprehensive overview of additional fees associated with sales transactions within a specified time frame.

To access the report you must navigate to Main Menu > Management > Reports > Supervisor Reports > Additional Fees Report

You will need to select whether you would like to see the Additional Fees that are Sold or Confirmed Delivered. Then select your Date Range and the Salesperson you wish to view. Once you have made your selection click Submit. 

After the report is run the following screen will be displayed

On the report you will see the following: 

Fee Name:  Name of the fee sold or delivered

Before Tax: If the fee was applied before tax on the sale

After-Tax:  If the fee was applied after tax on the sale

Total: Total of the fees and additional fees sold or delivered within the time frame selected. If selected this will take you to the page below where you can view the sales the fee was added to.