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Reporting on Fees Collected

How to understand how much fees you collected in Chargly.

Overview

There are several ways to track and report on the fees collected by Canteen (or surcharges collected by Chargly). This guide walks through each option.

Method 1: Sales by Product Report (Quickest)

  1. In your Shopify Admin, go to Analytics → Reports

  2. Open the Sales by product report

  3. Look for the fee product name (e.g., "Deposit Fee" or "Credit Card Surcharge") in the product list

  4. This gives you a quick summary of total fees collected over any date range

Method 2: Order Export (Detailed Breakdown)

For a detailed line-item breakdown, you can export your orders:

  1. Go to the Orders area in your Shopify admin

  2. Click the Export button in the top right corner

  3. Open the downloaded file in Excel or Google Sheets

  4. Filter or sort by the fee product name in column R (Lineitem name) to see just your fees

  5. Column S (Lineitem price) will show the fee amount for each line item

This method is great when you need to see fees per order, per customer, or over a specific date range.

Method 3: In-App Reporting (Canteen)

If you are using Canteen, you can also view fee activity directly inside the app dashboard. Open the Canteen app from your Shopify admin — the main screen shows recent fee activity and rule performance.

Tips

  • If you have multiple fee rules, each will appear as its own line item, so you can track them separately

  • For accounting purposes, many merchants find it helpful to export orders monthly and reconcile fee totals against their books

  • If you use QuickBooks or another accounting tool, see our article on Tracking Fees in Accounting Software for integration tips

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