Accessing Transaction Data in Loop: A Step-by-Step Guide

Efficiently access and analyze your financial data from third-party (3P) portals using Loop. This guide simplifies the process, ensuring you get the most out of your financial information.

Akshay Balaj

Updated 7 months ago

Accessing Transaction Data in Loop:

Navigate to the 'Overview' Tab: Located in the Finances section of the Loop dashboard.
Apply Filters: Refine the data using filters such as location, brand name, and platform.
Set Time Range: Choose your desired time frame for the data.

Here is the link to the dashboard - Link

To assist you further, here's a brief recording guiding you through these steps:

Where can I find my transactional data in my 3P Portals?

Doordash: Transaction data available under the Order Breakdown tab in the Financials section.

Grubhub: Locate your data in the Transactions tab within Financials.

UberEats: To access your transactional data, a report generation is required as it's not immediately available. Please refer to this instructional video for a step-by-step guide on the process.

In case you have any further questions feel free to reach out to support@tryloop.ai

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Accessing Transaction Data in Loop: A Step-by-Step Guide

Efficiently access and analyze your financial data from third-party (3P) portals using Loop. This guide simplifies the process, ensuring you get the most out of your financial information.