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Square Dashboard Overview

What’s in this article?

What’s in this article?

Home
Sales
Items
Team
Timecards
Customers
Invoices
Virtual Terminal
Apps
Account & Settings

Your online Square Dashboard is your Square account online where you can access tools to manage your daily business operations. Below is an overview of your online Dashboard.

Home

Home provides a snapshot of your daily business activities – your next deposit amount, top selling items, feedback from your customers and more.

The home page of the online Square Dashboard with the navigation menu on the left-side of the page.

Sales

The following sections are available from Sales:

  • Reports: Access general sales summaries and reports on sales trends, accepted payment methods, items sold, etc.
  • Transactions: Review details on individual transactions, including customer-facing receipts and payment signatures.
  • Deposits: See your next deposit amount, full deposit history and a breakdown of the transactions included in each deposit. You can also adjust your close of day.
  • Cash Drawers: Track your cash drawer history and individual drawer sessions.
    Note: This is only available to customers with Cash Management enabled.

Items

Add items individually or in bulk to create your item library and manage item specific settings from the following sections:

Team

Create permission groups and team member profiles, track sales and timecards by team member and reset passcodes. Manage your entire staff in a few clicks, allowing your team to take payments while keeping sensitive areas secure.

  • Team: Create team member profiles with assigned roles and passcodes for your Square Point of Sale app and online Square Dashboard.
  • Permissions: Create predefined roles for current and future team members that set permissions for what they can access in your Square Point of Sale app and online Square Dashboard.

Timecards

Manage and edit your team’s hours right from your online Square Dashboard.

  • Workday: View and edit a single day’s worth of team member activity. This includes every shift started within the selected workday, breaks, and whether any shifts for that day included overtime.
  • Report: Review total hours and labor costs necessary to pay your team members.
  • Settings: Set Overtime rules for each location and select a Work Period.

Customers

Access tools to help you to better understand and engage with your customers.

  • Insights: View your customers’ payment activity and level of satisfaction.
  • Feedback: See feedback from your customers about their experiences with your business and reply to them personally.

Invoices

Manage everything related to invoices – create new invoices, see outstanding or unpaid invoices, review your invoice payment history and more.

Virtual Terminal

Manually enter or swipe in-person payments from your computer with Square Virtual Terminal. Your payments will be tracked and deposited along with all of your other payments.

Apps

Visit Apps to explore our Square Marketplace Apps and learn more about Square Connect API.

Account & Settings

Account & Settings is where you can manage your personal account details (email address, password, notifications, preferred customer email language), your business details (linked bank account, receipt, and tax information) and order a Square Reader.