Getting Started

The UrbanPiper platform offers a powerful suite of reports designed to give you a clear, data-driven view of your business. By transforming raw order data into actionable insights, these reports help you make smarter decisions, optimize operations, and drive growth.

Exporting Reports on UrbanPiper 📤

The UrbanPiper platform makes it simple to fetch and export the data you need. Follow these steps to get your reports:

• Navigate to the All Apps section and select Central Report. 🗺️

• You will see a list of all available reports, including order transactions, item-wise transactions, item summaries, and more. 📋

Export Order Transaction Report: 🛍️

• Click on Order Transaction Report.

• Choose a pre-defined time range (daily, yesterday's, this week's, monthly) or select a custom date.

• Apply filters to sort by brand, location, or aggregator. You can also choose to select all locations.

• Customize your report by selecting which order statuses you want to display.

• Click Preview to view your report, or click the download button to export it directly.

• You can download the report in either CSV or XLSX formats. 📁

Receive Report by Email: 📧

1. When you're ready to export, select the option to receive the report via email.

2. Enter your email address, choose your preferred format, and click Send.

3. A secure link to download the generated report will be sent to your inbox. 🔗

Scheduling Reports ⏰

You can set up a recurring schedule to automatically receive your most important reports.

1. Click on the Schedule button and choose the report you want to schedule. 🗓️

2. Customize the data by selecting a date range and applying filters for brands, locations, platforms, or Meraki channels.

3. Note that the default schedule is set to deliver reports at 8 a.m. for the previous day. At this time, custom delivery times are not available.

4. Once you've set your preferences, click Confirm and Schedule.

5. Choose your desired format to finalize the schedule.

You will now receive your scheduled order transaction report in your email every day at 8 a.m. 🚀 This is a great way to start your day with fresh data.