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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 a selected period of time.

View Transaction Report

To view the Transaction Report, follow the steps below:

Merchant Portal (Classic Theme)

Delete

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. A new screen with the Transaction Details opens up.

Customize Table View

By default, the Table View shows the following information on the Transaction Report:

Order Number
Order Type
Table Number
Time
Scheduled Time
Status
Serial Number
Payment Type
No. of guest
Sub-total
Tax
Service charge
Delivery fee
Tips
Discount
Order Total

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.

Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

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.
Tip: You can filter your search further by entering the Order Number or selecting 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. A new screen with the Transaction Details opens up.

Customize Table View

By default, the Table View shows the following information on the Transaction Report:

Order Number
Order Type
Table Number
Time
Scheduled Time
Status
Serial Number
Payment Type
No. of guest
Sub-total
Tax
Service charge
Delivery fee
Tips
Discount
Order Total

To customize the information that you want to appear on the Table View, next to Report Result, click on More . Click on the checkbox of the information that you want to add or remove.

Delete

Print Transaction Report

Merchant Portal (Classic Theme)

Delete

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.

Delete

Merchant Portal 2.0

Delete

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.