Organization Statement

The Organization Statement tab provides organization-related information, to view the reports in this tab, log in to ChargePoint Platform and navigate to Reports > Financial > Organization Statement.

• Summary Report

• Detailed Report

Summary Report

The Summary Report option provides a summary of an organization's revenue and Flex Billing service fees.

Use the Show/Hide Columns option to customize the fields that appear in the report.

Refer to the following table for detailed explanation of each field.

Summary Report

Field	Description
Org Name	Name of the organization receiving the payout.
Remittance ID	Unique identifier for the remittance transaction.
Currency	Currency used for the transaction.
Net Session Fee	Total session fee collected, excluding taxes and service fees.
Excise Tax	Amount of excise tax applied to the session fee.
Sales Tax	Amount of sales tax applied to the session fee.
Gross Amount	Total amount before deducting service fees.
Flex Billing Service Fee	Service fee charged for using Flex Billing.
Payout Amount	Final amount paid to the organization after all deductions.
Exchange Rate (USD 1.000)	Conversion rate applied for USD to local currency.
PDF	Downloadable PDF version of the summary report.

You can apply multiple filters to narrow down the data. Select the Add Filter button to include additional fields. Select Contains/Does Not Contain/Is from the drop-down list. Select Match all or Match any radio button. Click Apply Filters to take into consideration the selection made in the filter and generate the report.

Click the Export button to download the data for analysis, auditing, troubleshooting, or compliance tracking.

Export (visible columns): Exports only the fields selected in the Show/Hide Columns.

Export (all columns): Exports all connection data fields, regardless of visibility.

A PDF icon appears at the end of the table, after the last row. To generate a report for a specific time period:

1. Click the PDF icon on the right side of the last row of the table

2. A Select Month & Year popup window appears with the following options:

   1. In the Year dropdown, select the desired year.

   2. In the Month dropdown, select the desired mont.

      Both fields must be selected to proceed.

3. Click View to generate the PDF report.

4. Click Cancel or the Close icon to exit the popup without generating the report.

Detailed Report

The Detailed Report option provides a list of all financial transactions for your stations. Refer to the following table for detailed explanation of each field.

Use the Show/Hide Columns option to customize the fields that appear in the report.

Refer to the following table for detailed explanation of each field:

Detailed Report

Field	Description
Org Name	Name of the organization that owns or operates the station.
Remittance ID	Unique identifier for the remittance transaction.
Station Name	Name of the charging station.
MAC Address	MAC address of the charging station's network interface.
Pricing Rule Name	Name of the pricing rule applied to the session.
Transaction Type	Type of transaction, such as Session, Reservation, or Adjustment.
Reason	Reason code or description for the transaction status or adjustment.
Transaction ID	Unique identifier for the transaction.
Session / Reservation Start Date	Date and time when the session or reservation began.
Session / Reservation End Date	Date and time when the session or reservation ended.
Energy (kWh)	Amount of energy consumed during the session, in kilowatt-hours.
Transaction Date (Pacific Time)	Date the transaction was processed, in Pacific Time.
Currency	Currency used for the transaction.
Net Session Fee	Total session fee after excluding taxes and service fees.
Excise Tax	Amount of excise tax applied to the transaction.
Sales Tax	Amount of sales tax applied to the transaction.
Gross Amount	Total amount charged before deductions.
Flex Billing Service Fee	Service fee charged for using Flex Billing.
Payout Amount	Final amount paid to the organization after all deductions.
Exchange Rate (USD 1.000)	Conversion rate applied for USD to local currency.

You can apply multiple filters to narrow down the data. Select the Add Filter button to include additional fields. Select Contains/Does Not Contain/Is from the drop-down list. Select Match all or Match any radio button. Click Apply Filters to take into consideration the selection made in the filter and generate the report.

Click the Export button to download the data for analysis, auditing, troubleshooting, or compliance tracking.

Export (visible columns): Exports only the fields selected in the Show/Hide Columns.

Export (all columns): Exports all connection data fields, regardless of visibility.

Reports will be empty if stations are set to free access.