--- title: ⬇️ Filtering & Downloading Reports description: Customise and filter reports—by date, order status, or specific fields—before exporting them as CSV or XLSX files to suit your requirements --- [Skip to content](https://support.slerp.com/knowledge/filtering-downloading-reports#main-content) English Show submenu for translations ![slerp.com](https://support.slerp.com/hs-fs/hubfs/SLERP_Primary-Light_RGB-01-1.png?width=186&height=52&name=SLERP_Primary-Light_RGB-01-1.png) Open main navigation Close main navigation - English Show submenu for translations - Go to www.slerp.com Go to www.slerp.com How can we help you? - There are no suggestions because the search field is empty. 1. [Help Centre](https://support.slerp.com/knowledge?hsLang=en) 2. [Controls Dashboard](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en) 3. [Orders Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#orders-tab) # ⬇️ Filtering & Downloading Reports ## Customise and filter reports—by date, order status, or specific fields—before exporting them as CSV or XLSX files to suit your requirements You can apply filters to reports before downloading, allowing you to tailor the data to your needs. After selecting **Generate Report** (from the Orders section in the [dashboard](https://controls.slerp.com/)), you can set specific **Start** and **End Dates** for your report.   ![](https://support.slerp.com/hs-fs/hubfs/image-png-Dec-21-2023-02-53-27-5621-PM.png?width=480&height=212&name=image-png-Dec-21-2023-02-53-27-5621-PM.png) Within the **Order Summary**, filtering options are more robust. Alongside setting date ranges, you can adjust the Order By criteria, arrange Row Orders, and choose which VAT fields to display. ![](https://support.slerp.com/hs-fs/hubfs/image-png-Dec-21-2023-02-55-50-3088-PM.png?width=670&height=125&name=image-png-Dec-21-2023-02-55-50-3088-PM.png) For even greater customisation, you have the flexibility to refine output fields in detail to match your requirements. You can also exclude orders by status—such as pending, accepted, or fulfilled—ensuring you only view the orders relevant to your search. ![](https://support.slerp.com/hs-fs/hubfs/image-png-Dec-21-2023-02-56-46-6429-PM.png?width=670&height=530&name=image-png-Dec-21-2023-02-56-46-6429-PM.png) When you’re ready to export, reports can be downloaded as either **CSV** or **XLSX** files based on your preferred format. Simply click **Export** to get your report. ![](https://support.slerp.com/hs-fs/hubfs/image-png-Jun-02-2023-06-54-31-9163-PM.png?width=393&height=85&name=image-png-Jun-02-2023-06-54-31-9163-PM.png) - [Controls Dashboard](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#main-content) - [Insights](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#insights) - [Orders Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#orders-tab) - [Locations Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#locations-tab) - [Products Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#products-tab) - [Discounts / Customers Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#discounts-customers-tab) - [Loyalty](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#loyalty) - [Designer Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#designer-tab) - [Composer Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#composer-tab) - [Dispatch Self-Serve](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#dispatch-self-serve) - [Settings Tab](https://support.slerp.com/knowledge/controls-dashboard?hsLang=en#settings-tab) - [Web Ordering](https://support.slerp.com/knowledge/web-ordering?hsLang=en) - [App Ordering](https://support.slerp.com/knowledge/app-ordering?hsLang=en) - [Partner App & Device](https://support.slerp.com/knowledge/partner-app-device?hsLang=en#main-content) - [Slerp App](https://support.slerp.com/knowledge/partner-app-device?hsLang=en#slerp-app) - [Printer & Hardware Devices](https://support.slerp.com/knowledge/partner-app-device?hsLang=en#printer-hardware-devices) - [Delivery](https://support.slerp.com/knowledge/delivery?hsLang=en#main-content) - [On Demand Last Mile Delivery](https://support.slerp.com/knowledge/delivery?hsLang=en#on-demand-last-mile-delivery) - [Local And Nationwide Delivery](https://support.slerp.com/knowledge/delivery?hsLang=en#local-and-nationwide-delivery) - [Slerp Success & Marketing](https://support.slerp.com/knowledge/slerp-success-marketing?hsLang=en) - [Finance Enquiries](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#main-content) - [Finance FAQ](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#finance-faq) - [Reporting](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#reporting) - [Invoice, Credit Notes and VAT Receipts](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#invoice-credit-notes-and-vat-receipts) - [Franchise Attribution](https://support.slerp.com/knowledge/finance-enquiries?hsLang=en#franchise-attribution) - [Integrations](https://support.slerp.com/knowledge/integrations?hsLang=en#main-content) - [Slerp Menu & Order Manager](https://support.slerp.com/knowledge/integrations?hsLang=en#slerp-menu-order-manager) - [Deliverect](https://support.slerp.com/knowledge/integrations?hsLang=en#deliverect) - [Lightspeed](https://support.slerp.com/knowledge/integrations?hsLang=en#lightspeed) - [CRM](https://support.slerp.com/knowledge/integrations?hsLang=en#crm) - [3S POS](https://support.slerp.com/knowledge/integrations?hsLang=en#3s-pos) - [Urban Piper](https://support.slerp.com/knowledge/integrations?hsLang=en#urban-piper) - [Shipday](https://support.slerp.com/knowledge/integrations?hsLang=en#shipday) - [Custom Webhooks](https://support.slerp.com/knowledge/integrations?hsLang=en#custom-webhooks) - [FAQs](https://support.slerp.com/knowledge/faqs?hsLang=en) - [Support and Updates](https://support.slerp.com/knowledge/support-and-updates?hsLang=en) [![slerp.com](https://support.slerp.com/hs-fs/hubfs/SLERP_Primary-Light_RGB-01-1.png?width=200&height=56&name=SLERP_Primary-Light_RGB-01-1.png "slerp.com")](http://www.slerp.com) [Contact Us](https://www.slerp.com/contact-us/) Copyright © 2025, Slerp