Use this article to generate a comprehensive financial report for your DoorDash merchant account. This guide walks you through selecting specific transaction, payout, and adjustment data in the Merchant Portal, so you can better understand your business earnings and fees.
1. Report Creation
Start by opening the Reports page in your Merchant Portal and beginning a new report.
Navigate to the Reports page in your Merchant Portal (Merchant Portal > Reports).
Click Create report.
2. Report Type
Choose the report type before setting a date range or included data.
Click Transactions, cancelled paid orders, and payouts.
Click Next.
3. Report Settings
Set the report's end date using the date picker.
Open the end-date calendar by clicking the calendar icon.
Select July 1 in the date picker.
4. Included Data
Select which categories of data to include in your report. DoorDash sends a separate CSV file for each category you select.
Click Transactions breakdown.
Select Error charges and adjustments.
Select Transactions overview.
5. Report Completion
Generate your report, then download it once it's ready.
Click Create report.
Click the download icon for the newly created report.
