Use Export Settings to configure how reports are generated on from the Merchant Portal. This includes determining when reports are sent out, displaying relevant tax information, and configuring spreadsheet-specific attributes.

In this article, you’ll learn how to set up export report settings.

Set up Export Settings

To configure the Export Settings, follow the steps below: 

1. Log in to the Merchant Portal. 
2. On the left panel, click on Reporting Settings.
3. Select Export Settings.
4. Configure the export report settings to your preference.
5. At the top right, click on Save to confirm.

You can configure the following settings: 

Report Settings

Send Daily Closing Report at Scheduled Time

Set the time when the Daily Closing Report will be sent to the merchant’s registered email address. For more information on how merchants can receive Daily Closing Reports at scheduled times, refer to Receive automatic email reports from Eats365. 

Tax Inclusive

Enable this setting to show tax-inclusive data in reports. 

Transaction Details

Version

Select the CSV template version that applies to your reporting setup:

• System Default: The current default CSV template for exporting reports, including enhancements such as additional fields.
  Note: If the system default version includes fields that don't exist in the CSV template you're using, this might result in issues due to unrecognizable fields.
• Date-labeled version: Past versions of the CSV template. Choose the appropriate version if your reporting is patterned to an older version of the CSV template.

Excel

Display Negative Numbers in Negative Value

Enable this setting to display negative values on exported spreadsheet files of various reports. For any fields related to Discount, Returns, Top-up Discount, Top-up Credit Refund, Pre Order Deposit Refund, Gift Card Refund, Void Order, or Void Items, the values will be marked with parentheses ( ) to indicate a negative amount. 

This setting applies to the following reports: 

• Sales Summary
• Transaction Report
• Pre-order Report
• Sales by Item Report
• Void Items Report
• Void Report
• Returns Report
• Top-up Credit Refund Report
• Discount Report
• Thailand Tax Invoice Report