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    • Sales report
        • View sales and operation overview on the Merchant Portal dashboard
        • View and manage Sales Summary
        • View and manage Hourly Sales Report
        • View and manage Weekly Sales Report
        • View and manage Sales by Period report
        • View and manage Sales by Item report
        • View and manage Sales by Sales Category report
        • View and manage Sales by Product Type report
        • View and manage Item Sold Report
        • View and manage Sales Report
    • Daily Closing report
        • View and manage Daily Closing Report
        • Check pre-order information on the Daily Closing Report
        • Check Cash Voucher information on reports
        • Check Discount Coupon information on reports
    • Shift report
        • View and manage Shift Report
    • Transaction report
        • View and manage Transaction Report
    • Pre-order report
        • View and manage Pre-order Report
    • Audit Trail report
        • View and manage Item Audit Trail Report
        • View and manage Top-Up Credit Refund Report
        • View and manage Void and Returns Report
    • CRM report
        • View and manage Payment Report by Customer
        • View and manage Points Activity Report
    • Inventory
        • View and manage Inventory Adjustment Report
    • Diagnostics
        • Access the Menu Action Log
    • Operation report
        • View and manage Discount Report
        • View and manage Incoming Customers Analysis report
        • View and manage Pay In and Payout report
        • View and manage Queuing Statistics report
        • View and manage Item Preparation Time Report
        • View and manage Reconciliation Report
        • View and manage e-Invoice Report (Malaysia)
        • View and manage On-Premise Payment Abnormal Report
        • View and manage Staff Performance Report
    • Report Settings
        • Receive automatic email reports from Eats365
        • Configure export report settings
        • Set up Currency Exchange Rate for reports
    • Gift Card
        • Check Gift Card information on reports
        • Check gift card information and transaction history
    • Discount Coupon
        • Check discount coupon information and transaction history
    • Cash Voucher
        • Check cash voucher information and transaction history
    • 365pay reports
        • View and manage the Payout History report
        • View and print the Balance Overview report
    • Sales by Vendor report (Food Court)
        • Set up Sales by Vendor report (Food Court)
        • View and manage Sales by Vendor report
        • Send Sales by Vendor report automatically to registered vendors

Table of Contents

Configure export report settings

Learn how to customize Merchant Portal reports for export.

Use "Export Settings" to configure how reports are exported 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. 

Delete

Tip: Report data can become deviated if any order contains tax-exclusive calculation. You can disable this setting to fix this issue.

Excel

Display Negative Numbers in Negative Value

Enable this setting to display negative values on exported excel 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
adjust report options customize export settings export settings report settings

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