DoorDash Set Up Instructions

DoorDash Merchant Portal Report Set Up (Store Managers Only)

In order to accurately record your revenue each month, we’ll need access to financial reports from DoorDash. The steps below show you how to configure and schedule the report to run monthly.

1. Login to DoorDash

   1. If all locations in your account belong to you, stay on the general home page versus going to an individual store page. This will allow you to create a report that includes all stores.

   2. If there are locations on your account that do not belong to you, you will have to set up recurring monthly reports for each applicable location separately.

2. Go to Reports

3. Click Create Report

4. Under “Choose report type”, choose Financial report.

5. Under “Customize your report”, choose “Set up recurring schedule”. Under Choose a schedule, choose “Monthly”.

6. Under “Choose the information to include”, check all boxes (Transactions overview,Transactions Breakdown, Error charges/adjustments, and Payouts)

7. Scroll down and select Create Report.

8. The report will be emailed to you by the 5th of each month.

   1. When you receive the monthly email from DoorDash save it.

   2. Login to Ceterus Bookkeeping.

   3. Attach the report to our request for DoorDash Revenue Data.

How to Send DoorDash Merchant Portal Historical Reports:

If we are completing clean up work for you, or if you set up your recurring reports after the month(s) we need has passed, we will need the applicable previous months' reports (one report per month). Please use the following steps to create, download, and send us historical reports (one report per month):

1. Follow steps 1 - 4 above.

2. When you get to “Customize your report”, choose One-Time Report

3. For the “Date Range” - select the dates for the missing month (one month per report)

4. For “Choose locations” - Select all applicable store(s)

5. Request the report. You’ll receive an email confirming it’s in progress and a second one letting you know when it is ready to download.

6. If more than one month is required, repeat the steps as needed until all months missing months are downloaded.

7. NOTE: you can also download from your Report dashboard

   

NOTE: If you use the DoorDash Invoice Portal (High Radius) please let your activation coordinator know, and they will provide further instructions.