In-App Summaries and Reports
Confirm and review your sales history directly from the Square app.
View Your Sales History from the App
- Tap Transactions.
- Tap individual payments to view transaction details.
If the customer paid with a payment card, you’ll see the following:
- Payment card brand and last 4 digits
- Receipt number
- Date of the payment
- Item(s) sold
You can also search for individual transactions in your sales history by doing any of the following:
- Enter the payment card number
- Enter the receipt ID (located at the bottom of the receipt)
- Swipe the payment card
Note: Currently, you can’t delete transactions from your payment history, but you can issue refunds.
Create Sales Reports from the App
From the Square app on an iPad or Android device, you can generate and share sales reports.
- Tap Reports > Sales Summary to see today’s payment activity or tap Select Time Frame if payments weren’t taken today.
- To adjust the date of your report, tap the calendar icon in the navigation bar.
- On an iPad, tap Custom.
- From all devices, select a start and end date.
- Tap Apply.
On an iPad, you can tap a specific category (if using categories) to see a breakdown of items sold.
To send a sales report, tap the envelope icon at the upper right-hand corner. If you’re connected to a receipt printer and would like to print your report, tap the printer icon.
Note: At this time, reports aren’t available on an iPod touch, but you can always visit your online Square Dashboard to generate reports.
View Deposit Details from the App
- Tap Deposits.
- Tap Deposit Reports.