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Export Reports for Associated Merchants

Product Updates
May 25, 2023
Ryan Bush

We've added the ability to export reports in the Merchant Portal scoped to specific merchants.

- With this update, users can now select one or multiple merchants associated with the logged in Merchant in the export dialog

- To ensure data security, users will only see the specific Merchants they have access to

- The exported .CSV file will still display both the Merchant Names and IDs

This new feature enables merchants to export data accurately scoped to the desired merchant, making it easier to share with accounting and leadership teams.

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Instructions

1. Click the Export Button at the top right of the Payments page.

2. Select the timeframe and data you want to include

3. Select the merchant locations you'd like the data to be scoped to

4. Enter the email where you want to receive the report and click "Send Report"

5. Download the report from your email and view data from the selected merchants

Author

Ryan Bush

Product Lead
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