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Relish reporting guide

Use this guide to learn how to access, filter, and export Relish reports.

Updated over a month ago

Track your program performance with Relish reports

Relish reporting helps you understand how your employee meal program performs over time. You can track spend, usage, and participation across locations and teams to adjust budgets and schedules with confidence.

Note: Relish reports are available to account admins. If you don't see these options, sign in to your Relish Admin Portal to verify your access level.

How to access your reports

  1. Sign in to your Relish Admin Portal

  2. Select 'Billing & Reports' in the left-hand navigation

  3. Click 'Spending reports' and select 'Create spending report' or view all previously generated reports

  4. Name your report name and select your start and end dates

  5. Click 'Create spending report'

  6. Wait 2-3 minutes for the report to generate and auto-save

  7. Click 'Download' next to your report and a CSV file will save to your downloads folder


Understand your reports

Most admins use these core reports to manage their food programs:

  • Company summary: A high-level view of total spend, number of orders, and unique eaters. Use this to see if your program usage is growing month-over-month.

  • Location and schedule: Breaks out performance by office, delivery time, or day of the week. This helps you identify underused days or locations that may need schedule adjustments.

  • Eater-level detail: Shows how individual employees use Relish, including their order frequency and how much subsidy they used.

  • Order and invoice detail: Provides a line-by-line view of every order, restaurant, and tax fee. This is the best view for finance and accounting reconciliations.


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