Transaction report
Table of Contents
View and manage Transaction Report
Learn how to get a Transaction Report on the Merchant Portal.
A "Transaction Report" shows a summary of all restaurant transactions, including transactions that were processed by more than 30 days. The Transaction Report includes information such as the "Order Summary," "Payment Summary," and "Order Status."
The Transaction Report also includes a "Table View," which gives a quick view of all restaurant transactions for the selected period.
View Transaction Report
To view the Transaction Report, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Reporting.
- Select Transaction Report.
- Select the date range of the transactions that you want to check.
Tip: You can filter your search further by clicking on Advanced Filtering. Then, enter the Order Number or select the relevant Service Type. - To retrieve the records, click on Submit. The screen shows a "Table View" list of all transactions made on the selected date range.
- Click on the order number of the transaction that you want to check. The transaction details appears on a new tab.
Customize Table View
To customize the information that you want to appear on the "Table View," next to "Transaction Report (Table View)," click on Settings 
. Click on the checkbox of the information that you want to add or remove.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
Restaurant-level Transaction Report
- Log in to the Merchant Portal.
- On the left panel, click on Reporting. Then, select Transaction Report.
- Select the date range of the transactions that you want to check.
- To filter your search further, enter the “Order Number” or select the relevant “Dining Type.”
- To retrieve the records, click on Submit. The screen shows a "Table View" list of all transactions made on the selected date range.
- Click on the order number of the transaction that you want to check. The transaction details appears on a new tab.
Customize Table View
To customize the information that you want to appear on the "Table View," click on More 
. Click on the checkbox of the information that you want to add or remove.
Group or organization-level Transaction Report
- Log in to the Merchant Portal.
- On the left panel, click on Reporting. Then, select Transaction Report.
- Select the date range of the transactions that you want to check.
Note: You can set the date range for a maximum of 7 days.
- Click on the “Included Shop(s)” drop-down list, then select the restaurants you want to include in the report.
Note: You may skip this step to automatically include all shops in the report.
- To filter your search further, enter the “Order Number” or select the relevant “Dining Type.”
- To retrieve the records, click on Submit. You’ll be redirected to the “Report Center” where you can access the generated report.
- On the generated transaction report, click on Download
to export an Excel file of the consolidated transaction report by shops.
Print Transaction Report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To print a Transaction Report, from the "Report Result," click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To print a Transaction Report, from the "Report Result," click on Print. Then, select the printer where you want to print the report. Click on Save to confirm.
Export Transaction Report
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
To export a Transaction Report, from the Report Result, select how you want the report to be exported. You can choose from:
- Export Filtered Data
- Summary
- Details
An Excel file of the report gets downloaded on your computer. Open the file to view your exported Transaction Report.
Export Filtered Data
Exports a summary of filtered data of the Transaction Report including information in the Table View of the transaction report after customization. Once exported, an Excel file of the report gets downloaded to your computer.
Sample report
In this example, "External Order Number" and "Delivery/Pickup Time" has been filtered out of the report result.
The expected sample report shows filtered information excluding "External Order Number" and "Delivery/Pickup Time" from the exported report.
DeleteSummary
Exports a summary of the Transaction Report including all information available in the Table View of the transaction report. Once exported, an Excel file of the report gets downloaded to your computer.
Sample report
In this example, "External Order Number" and "Delivery/Pickup Time" has been filtered out of the report result.
The expected sample report shows all transaction information including those that were filtered out.
DeleteDetails
Exports a detailed Transaction Report including order, payment, and item information. Once exported, a CSV file of the report gets downloaded to your computer.
DeleteMerchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
To export a Transaction Report, from the Report Result, select how you want the report to be exported. You can choose from:
- Export Filtered Data
- Export
- Details
An Excel file of the report gets downloaded on your computer. Open the file to view your exported Transaction Report.
Export Filtered Data
Exports a summary of filtered data of the Transaction Report including information in the Table View of the transaction report after customization. Once exported, an Excel file of the report gets downloaded to your computer.
Sample report
In this example, "External Order Number" and "Delivery/Pickup Time" has been filtered out of the report result.
The expected sample report shows filtered information excluding "External Order Number" and "Delivery/Pickup Time" from the exported report.
Export
Exports a summary of the Transaction Report including all information available in the Table View of the transaction report. Once exported, an Excel file of the report gets downloaded to your computer.
Sample report
In this example, "External Order Number" and "Delivery/Pickup Time" has been filtered out of the report result.
The expected sample report shows all transaction information including those that were filtered out.
Details
Exports a detailed Transaction Report including order, payment, and item information. Once exported, a CSV file of the report gets downloaded to your computer.
Delete