Get Started with the Square Dashboard App
The Dashboard for POS is compatible with iPhones running iOS 14 or later. Download the app and generate reports to get a snapshot of your business – daily sales summary, category and item sales – on the go.
Note: The free Square Dashboard app isn’t compatible with iPads and Android devices at this time.
Download the Square Dashboard App
From your iPhone, tap the App Store icon.
Tap the search icon (magnifying glass) on the bottom navigation bar.
Enter Square Dashboard in the search bar.
Tap Get next to the Square - Dashboard for POS app icon:
Tap Install and follow the prompts to download the app.
From your iPhone, open the Square Dashboard app.
Enter the email address and password associated with your Square account.
Tap Sign In.
If you’ve forgotten your password, you can reset it from the app or from your online Square Dashboard at any time.
To sign out, tap the body icon in the top left, then tap Sign out.
Square Dashboard App Overview
Tap on the specific metrics listed below the chart (Net sales, Gross sales, Transactions, or Average sale) to expand the full report section. From there, you will see a detailed chart for the metric you selected as well as a date selector at the bottom to customise the timeline you wish to view. Tap the back arrow to return to the Dashboard home screen and select another key metric. You can also tap Items or Categories to see a more detailed breakdown of your sales based on the items sold and their categories.
|Sales Summary||Review your general sales summary for a specific timeframe – such as hourly, daily, or monthly. You’ll see gross sales, the total number of sales, your average sale amount, and a graph of sales.|
|Sales Comparisons||Compare how your business performed today versus previous days, ranging from a week to up to a year ago.|
|Categories||View your gross sales by item category for a specific timeframe.|
|Items||View an itemised summary of your gross sales for a specific timeframe.|
|Team Member Sales||If you’re using Team Management, you can view a snapshot of gross sales by team member. For detailed views, visit your online Square Dashboard via a web browser.|
|Multi-Locations||You can view sales data for all of your business locations. Make sure you sign in to the app with the email address and password associated with your primary account. Tap the location pin icon in the top-right to view sales data for one specific location or multiple locations at the same time.|
To select your reporting location, tap the location pin in the top right-hand corner.
To change the date, tap on the date in the bottom navigation bar and select from today, this week, this month, this year or custom.