Overview

This article covers the latest enhancements to the Stripe Settlement Report in Hapana. If you’ve used this report before to track payouts and fees, you’ll now find it even easier to understand your financial data. These updates are especially useful for multi-location operators who need quick, accurate insights without manual clean-up.

 

With clearer fee breakdowns, smarter filters, and cleaner exports, this enhanced report helps you track failed payments, refunds, and processing costs with confidence.

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Prerequisites

Before you begin:

• You must have access to the Reports section in Hapana.

• Your location(s) must be connected to Stripe as a payment gateway.

• You need permission to view financial reports.

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How to Access the Stripe Settlement Report

1. Navigate to the report

1. Go to the Reports tab from the left-hand menu.

2. Click Finance Reports.

3. Select Stripe Settlement Report.

Tip: Click the star icon next to the report name to favorite it for quick access.

 

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What’s New in the Report

We've introduced several powerful enhancements to help you save time and reduce confusion:

🔹 Clearer Fee Breakdown

The transaction fee column now shows just that — your true payment processing fees.
Royalties and marketing? They’ve got their own lanes.

Fee fields now include:

• Credit card processing fee

• Bank account processing fee

• Fee transfer status

🔹 New Report Fields

We’ve added the following to help you pinpoint and track transactions:

• Location name

• Payout date

• Transaction ID

• Timestamps for success/failure

• Standardized Dates (YYYY-MM-DD)

• Cleaned-up column labels (proper case, real names)

🔹 Totals for Every Column

• No need to total rows yourself — each fee and payout column now includes automatic totals.

🔹 New Filters

Filters that actually help - the new filters let you slice by:

• Billing type

• Member full name

• Transaction status (succeed or failed)

Plus, we’ve added breakdowns by category and product offer.

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Who benefits

• Gym owners: Export everything, everywhere — without the back and forth.
• Ops managers: Use accurate data to make smarter calls, faster.
• Membership consultants: Track failed payments and follow-ups with total confidence.
• Front desk staff: Search payments by member and answer questions on the spot.

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💾 Export the Report

3. Download your data

1. Select the date range

2. Click the Download button in the upper-right.

3. Choose:

   • Detailed 

   • Detailed + Summary

   • Summary

   • Pdf

Tip: If you’re exporting a large date range across many locations, expect a short delay while we optimize the performance in the background.

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Expected Outcome

You’ll be able to:

• Export by location or across locations

• Separate and accurate fee columns

• Dynamic filters by member, billing type, and status

• Consistent formatting across the board

• Totals and payout dates front and center

• Support for all transaction types and exports

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Need help? Reach out to our support team via [email protected]