How do I pull payout reports in Moxie Suite?

This article reviews how you can pull a list of all Stripe payouts with status in your Moxie Suite Account.

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Accessing your Payouts report

See what refunds/payments are included in any payout

See Balance Details

Filter data

Export Data

Loom video

Accessing your Payouts report

1. Log in to your Moxie Suite account using this link.

2. In the Global Nav, click Reports > Payouts.

Voila! You've made it to your "Payouts" page. Here you will see a line-by-line breakdown of all your Stripe payouts. A detailed breakdown of this report is included below:

See what refunds/payments are included in any payout

1. Click onto any line item on your report

2. On the pop up you'll see an Overview, a Summary, and Transaction information. For more information on a particular transaction type click on it.

3. On the new pop-up you'll be able to see the Gross, Fee, Total, and Date values. 

See Balance Details

1. You can also see Balance Details on this report. In order to view this click on See details.

2. On this page you'll see the following rows:

• Available - you've received a payment. It is "available" in the stripe connect account and the process for initiating the payout will happen soon.  The first payout will stay here in "available" for up to a week or so.
• Available soon - the process has been initiated and it should be another day or so before it is being sent.
• On the way to your bank - the payout has been initiated and should be deposited in 2-3 business days.

Filter data

1. You can filter your report to see the most relevant information. To do so click the Filters button.

2. You'll see filters for the following: 

• Amount
• Date
• Status
• Method

3. Select a filter by clicking on it which will mark it with a check mark. You can also click onto the drop down menu to change the logic of the filter e.g. is equal to or is between. When finished click the blue Done button.

4. To remove all the filters click on the Clear button. You can also remove individual filters by clicking on them once more. 

Export Data

1. You can also export data. To do so click on the Export filter.

2. On the pop-up you'll be able to select the desired date range using one of the following options:

• Today
• Current month
• Last 7 days
• Last month
• All
• Custom

3. Then select the columns you'd like to export. There are three options:

• Default (13)
• All (52)
• Custom

After finalizing your date range and columns selections click on the blueExport button to proceed.  

 

Watch the video below on how to access the Payout Report in Moxie Suite.