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Use help mode with reports

For whom is this article?
Account owners or team members with the reports permission to view sales reporting and Dashboard access. Set permissions in Square Dashboard.

About help mode

Help mode is an assistant tool in Square Dashboard that helps you run your business. You can use help mode to turn on tooltips to assist you in understanding your Square reporting details.

Before you begin

Help mode allows you to hover over metrics in your sales summary report and view helpful definitions in your Square Dashboard.

Help mode is currently only available on the sales summary report.

Step 1: Turn on help mode

  1. Sign in to your Square Dashboard and click Reports > Sales summary.

  2. Click the information icon (i) in the top right-hand corner.

  3. Toggle Help Mode ON and click Apply.

Step 2: View reporting definitions

  1. From your Reports, select the date range you want to view and any other filters.

  2. Hover over the individual metrics to view the definition.

Turn off help mode

  1. From your Reports, click the information icon (i) in the top right-hand corner.

  2. Toggle Help Mode OFF and click Apply.

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