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📊 Generate Report

The comprehensive reporting suite gives you actionable insights and financial visibility tailored to your operation

What types of reports can I generate? 

The reporting dashboard makes it easy to select and customise the types of reports you want to generate, ensuring you have access to the insights that matter most to your business.
 

  • Statement

    • Custom-range financial reports summarising order and fulfillment dates, types, locations, references, and detailed financial breakdowns—ideal for tracking revenue and operational performance.
    • Quick Link âš¡Statement 

  • Order Summary

    • Detailed order reports across any date range, including status, store, transaction ID, creation and fulfillment dates, charges, customer and order details, and tip values. Perfect for understanding sales activity and customer behaviour.
    • Quick Link âš¡Order Summary

  • Reports

    • Extract on-demand lists, such as orders with a fulfillment date for tomorrow, product catalog, or all customers who’ve opted into communications. These give you flexibility to monitor operational priorities and marketing outreach.
    • Quick Link âš¡Reports

  • Franchise Payment Transfers

    • Breakdowns of franchisee payments and fees (available when Franchise Payments are enabled), enabling transparent reconciliation among multi-site and group operators.
    • Quick Link âš¡Franchise Payment Transfers

  • Additional Charges

    • Summaries spotlighting any extra charges that occur post-purchase, including courier wait times, additional bookings, and free order commissions. This supports financial clarity and operational cost management. 
    • Quick Link âš¡Additional Charges

  • Payout Reconciliation

    • Clear, Stripe-linked breakdowns of all transactions connected to each payout—streamlining your financial audits and cash flow tracking. 
    • Quick Link âš¡Payout Reconciliation

With these options, Slerp enables both independent venues and multi-site groups to access precisely the information needed to drive growth, manage margins, and deliver consistent guest experiences.

How can I generate a report? 

Login as Admin user on your Controls Dashboard, then go to orders tab, use the Generate Report button. Or use the quick link for each type of reports above.