Open Forum

 View Only
  • 1.  Service Fee on Financial Reporting

    Posted 06-08-2023 16:13

    Hi Cvent Community! I'm looking for some help showing the service fee on the financial reports I pull for an event. I can't find the option to show the service fee as a separate line item on the report. My accounting team is looking for Name, Address, County, Invoice #, Net Amount, Service Fee, and Gross Amount. I am able to find all in the reporting filters except service fee.... any help? 

    I've also looked in the Reporting on the Admin side too. 


    #Admin/Reporting
    #ReportingandInsights

    ------------------------------
    Lauren Strange
    BNI GlobalUnited States
    ------------------------------


  • 2.  RE: Service Fee on Financial Reporting

    Posted 06-12-2023 15:05

    Hi Lauren,

    Have you tried the "Order Details" report within the event? It provides a breakdown by agenda item type (ex: admission item and service fees) separately. You can also pull in invoice number and the other fields you are looking for in this report. 



    ------------------------------
    Julia Plymack
    Client Success Manager
    Cvent
    ------------------------------