Creating a Recurring Report in the Merchant Portal
What is the report builder?
Report builder lets you build and schedule custom reports, allowing you to obtain valuable financial, sales, and operational data and insights about your business.
How do I find the report builder?
In the Merchant Portal, select Reports on the left-hand menu bar
Press the red Create report button on the top right
Here, you can see the types of reports and what channels are available for each (Marketplace, Online Ordering, Drive On-Demand, etc)
Choose the type of report: Financial, Sales, Marketing, Operations, or Customer then select Next
How do I create a recurring report?
During the report creation process, you will be able to select if you would like a one-time report, or a recurring report sent to you at a specific interval.
Was this article helpful?
