Documentation Index
Fetch the complete documentation index at: https://newie.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Report Selection Guide
| Need | Best Report | Includes Newie Fees? | Why |
|---|---|---|---|
| Tax or accountant reporting | Payout Summary | Yes | Shows payout totals and Newie fee details for the selected date range. |
| Review detailed transaction activity | All Transactions | Yes | Shows transaction-level payout activity, including sales, refunds, fees, failed payments, payout movements, groups, and Payment Method Country where available. |
| Reconcile one bank deposit | Individual Payout Download | Yes | Shows the transactions, refunds, fees, and adjustments inside one payout. |
| Review all sales activity | Sales Export | No | Shows sales by date, customer, service, group where available, and amount. Use payout reports for fee detail. |
| Report revenue by team member, location, or category | Group Summary | Yes | Uses Newie Groups to attribute sales and payouts to the relevant group. |
| Export customer, subscriber, one-off, or installment plan lists | All Customers export or the relevant report in Settings → Reports | No | Shows customer names, emails, statuses, purchase dates, and recent billing details for the selected record type. |
| Give a customer proof of payment history | Subscription or Installment Statement | No | Shows invoice and payment history for that customer’s subscription or installment plan. |
| Give a customer proof of one payment | Customer Receipt | No | Shows one specific paid invoice or one-off payment. |
Report Formats
Most reporting exports are available as CSV or PDF.- CSV: Best for spreadsheets, accounting software, filtering, sorting, reconciliation, and deeper analysis
- PDF: Best for sharing with customers, accountants, banks, rental applications, or keeping a human-readable record