Important Changes to Your Square Online Reports
Note: View advanced reporting by upgrading your Square Online subscription.
We recently notified you of upcoming changes to your Square Online reports. The home for Square Online insights and reporting is transitioning from Square Online to Square Reports in Dashboard to enable you to view all reporting in one place. This means that, starting in April 2024, reporting about your Square Online site will need to be accessed from Square Reports rather than Square Online.
To learn more about the new home for Square Online reports, check out Square Online reporting.
Access the New Hub for Square Online Reports
The home for your Square Online insights and reporting is moving to a new area of your Square Dashboard. To view reporting for your website, open your online Square Dashboard and navigate to Reporting > Reports.
Here, you can find sales and performance data for your Square Online sites alongside other Square product performance. For example, you can find sales reports under Sales summary and Sales trends, and more granular insights on the Item sales and Category sales pages.
Note: With the new hub, you'll no longer need to navigate to your online Square Dashboard > Online > Online > Reports.
About the New Hub for Square Online Reports
The new home for Square Online reports will enable you to view all of your business reporting from one centralized place in your Square Dashboard. Starting in early 2024, the new reporting hub for Square Online will also include:
Traffic & Sources: See an overview of your site traffic data, compare site traffic data over any period of time, and see what other sites or search terms have referred visitors to your website.
Purchase Funnel: Get insights on your site’s sales performance.
If you have multiple sites in your Square Online account, by default, the new reporting hub will aggregate the performance data of all your sites. For data from January 1, 2021 onward, you'll also be able to filter your reports by individual sites (such as only looking at site 1's data and excluding site 2's). For data before this date, you won't be able to filter by site. Any seller that wants to access their historical reporting data, regardless of the number of sites in their account, should download their data before April 2024.
Note: To access these reports in early 2024, navigate to your online Square Dashboard > Reporting > Reports > Square Online reports.
Square Online Reports for Sales and Items
Some historical data won’t be available in the new home for Square Online reports for sales and items. The data listed below will only be available for download until April 2024, after which it will be deleted.
Square Online > Reports > Online Sales: “Added to Cart” count and “Cart Conversion Rate” (referred to as “Add to Cart rate” in the new reporting hub) will be available for your site activity from April 2024 onward.
Square Online > Reports > Site Items: Category performance will be available for online orders received after your account migrates to the new Advanced Categories experience. Learn more about creating and managing item categories for more information.
Note: All historical data from the Square Online version of these reports will no longer be available after this change. Be sure to download any historical data you’d like to retain before April 2024.
Square Online Reports for Abandoned Carts and Coupons
Note: Send automated campaigns by upgrading your Square Marketing subscription.
Since the following features are available in or are moving to Square Marketing in early 2024, all reporting for these can be viewed from Square Marketing in Dashboard going forward. This includes:
Square Online > Reports > Abandoned Carts: Square Online’s built-in feature for abandoned cart recovery emails will continue to be available, but analytics for recovery email performance will no longer be available once Square Online reports moves to the new hub. If you need advanced analytics for recovery email performance, you can consider managing your abandoned cart emails with automated campaigns in Square Marketing instead (upgrade required).
Square Online > Reports > Coupons: Custom coupons can be created using Square Marketing in the Coupons tab (a free feature). Note: Reporting for Square Online and Square Marketing coupons can also be viewed from your Dashboard > Reporting > Reports > Discounts.
Note: All abandoned cart historical data from the Square Online version of these reports will no longer be available after this change. Be sure to download any historical data you’d like to retain before April 2024.
Download Your Historical Square Online Reports Data
To download your historical data:
From your online Square Dashboard, go to Online > Online.
Under Reports, open the relevant reports page and select a time period for the report data you want to download.
Select Export to download your CSV file.
Note: If you need assistance with exporting your data, please contact Square Support.