Summaries and Reports from the Online Square Dashboard
Take payments with Square Virtual Terminal, manage your inventory, create customer promotions, book appointments, and more.
Discover new insights about your business with Square’s analytics and advanced reporting options, and export your data to add it to your records. To get started, visit Reports in your online Square Dashboard.
Reports Available Online
|Reports Available Online||Report Summaries|
|Sales Summary||A general overview of sales from a given time period. The report includes itemization metrics like gross sales, refunds, net sales, discounts, tips and taxes. It also includes payment metrics like total collected (revenue by tender type) and fees.|
|Sales Trends||Compares your daily, weekly and yearly gross sales.|
|Payment Methods||A summary of the total collected and any associated fees from credit, debit and gift cards, and any other tender types. The reports include payments broken down by debit vs credit, as well as by card brand – American Express, Visa, Mastercard, etc. – with corresponding fees. Adjust filters to change the data displayed in the breakdown.|
|Item Sales||Shows details for all items sold including gross sales, net sales, SKUs, discounts and total sold. Use advanced reporting options to display item sales by device, employee or payment method. Note: Click an item in your report to see an item dropdown – specific sales info on that item and all its variations.|
|Category Sale||An overview of top grossing categories and the number of items sold within each category.|
|Team Member Sales||If you’re subscribed to Team Plus, show sales per employee, tips, average sale size and revenue per labour hour.|
|Labour vs Sales||If you’re subscribed to Team Plus, track wages and see how your labour cost compares to sales.|
|Discounts||A list of the top used discounts and total discount amounts collected.|
|Modifier Sales||A list of the top used modifiers in a given time period.|
|Comps||A list of transactions with comped items.|
|Voids||A list of transactions with voided items.|
|Taxes||An overview of how your tax rates are being used in a given time period, including taxable and non-taxable sales. You’ll need to create items with applied tax rates to track “taxable” sales in your reports. Note: “Taxable sales” may not add up to the “total” tax collected because some sales and items may have multiple tax rates applied.|
|Transaction Status||A list of any unprocessed transactions – declined cards, cancelled payments and other uncompleted transactions.|
|Gift Cards||Tracks everything related to your Square gift card activity.|
|Transactions||A list of individual transactions and transaction details from a given time period. Find this report in Transactions in your online Square Dashboard.|
|Balance||A list of individual transfers and the payments included in each transfer, along with your entire transfer history. View this report in Balance in your online Square Dashboard.|
|Disputes||View, manage and get updates on any disputes you may receive.|
|Cash Drawers||Tracks individual cash drawer sessions and your full cash drawer history.|
|Activity Log||Tracks sensitive actions taken by your team – such as processed refunds, updates to item inventory, changes to tip settings, comps/voids and discounts.|
You also have the option to view some of these reports in the Square Point of Sale app on your mobile device.
View and Download Your Sales Summaries and Fees
Navigate to Reports in your online Square Dashboard.
Use the date selector to refine a date range, then select a report to view. Note: Click the middle of the date selector to see a full calendar view.
Select All Day or Custom to specify a time period for your report in hours.
To compare sales within the set date range by day, week or month, click Summary > Daily, Weekly or Monthly. Scroll down to view a sales summary comparison.
Select All Locations or manually choose locations to review.
Click Export to download a CSV file to your computer, which you can open using Microsoft Excel or another common spreadsheet program or financial software.
You can also connect to accounting and reporting services from the Square App Marketplace.
Download Your Transactions History
To see individual transactions from a specific time period, visit Transactions in your online Square Dashboard and follow steps 2–5 from the section above.