Summaries and Reports from the Online 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.|
|Employee Sales||Shows sales per employee, tips, average sale size and revenue per labor hour.|
|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 drilldown – 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.|
|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.|
|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 dashboard.|
|Deposits||A list of individual deposits and the payments included in each deposit, along with your entire deposit history. View this report in Deposits in your online dashboard.|
|Cash Drawers||Tracks individual cash drawer sessions and your full cash drawer history. From your online dashboard, go to Cash Drawers to review this report.|
You also have the option to view some of these reports from your in app reporting 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.
- Click the date-selector to refine a date range and 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.