Important changes to your Square Online reports
About Square Online reporting changes
The home for Square Online insights and reporting is transitioning from Square Online to the Reports tab in your Square Dashboard so you can view all business reporting in one place.
Starting in late 2024, reporting about your Square Online site will only be accessed from the Reports tab in your Square Dashboard rather than Square Online.
Before you begin
All historical data from the Square Online version of these reports will no longer be available after this change takes place in late 2024. Make sure you download any historical data you’d like to retain as soon as possible.
Note: you can view your site analytics by upgrading your Square Online subscription.
Access the new location for Square Online reports
To view website reporting, you’ll no longer need to navigate to Online > Online > Reports in your Square Dashboard. To view your reports:
sign in to your online Square Dashboard and click Reports > Reporting.
Click Square Online reports.
Here, you can find sales and performance data for your websites, along with other Square product performance. For example, you can find sales reports under Sales summary and Sales trends, and more granular insights on the Item sales and Category sales pages.
Review Square Online collected data
The new reporting hub for Square Online will include data for:
- traffic & sources: See an overview of your site traffic data, compare site traffic data over any time and see what other sites or search terms have referred visitors to your website.
- Purchase funnel: get insights on your site’s sales performance.
If you have multiple sites in your Square Online account, by default the new reporting hub will aggregate the performance data of all your sites.
For data from 1 January 2021 onward, you’ll also be able to filter your reports by individual sites (such as only looking at site 1’s data and excluding site 2’s). For data before this date, you won’t be able to filter by site. Any seller that wants to access their historical reporting data, regardless of the number of sites in their account, should download their data as soon as possible.
For data from October 2024 onward, filtering your reports by individual sites will include refunds and returns for orders placed on those sites. For data before October 2024, filtering by site may exclude refunds and returns and impact your net and total sales figures. Remove the site or channel filter to reflect refunds and returns for your business, or visit Transactions or Orders in your Square account for order details.
Some historical data won’t be available in the new home for Square Online reports for sales and items. The data listed below will only be available for download until late 2024, after which it will be deleted.
- Square Online > Reports > Online Sales: ‘added to Basket’ count and ‘Basket Conversion Rate’ (referred to as ‘Add to basket rate’ in the new reporting hub) will be available for your site activity from early 2024 onward.
- Square Online > Reports > Site Items: category performance will be available for online orders received after your account migrates to the new Advanced Categories experience. To learn more, check out how to Create and manage item categories.
Since the following features are available in or are moving to Square Marketing in early 2024, all reporting for these metrics can be viewed from Square Marketing in Square Dashboard in future. This includes:
- Square Online > Reports > Abandoned Baskets: analytics for recovery email performance will no longer be available once Square Online reports move to the new hub. If you need advanced analytics for recovery email performance, consider managing your abandoned basket emails with automated campaigns with an upgraded Square Marketing subscription.
- Square Online > Reports > Vouchers: Custom vouchers can be created using Square Marketing in the Vouchers tab (a free feature). Note: reporting for Square Online and Square Marketing vouchers can also be viewed from Reporting > Reports > Discounts in your Square Dashboard.
Note: you can send automated campaigns by upgrading your Square Marketing subscription.
To download your historical data:
- sign in to your Square Dashboard and click Online > Online.
- Under Reports, open the relevant reports page and select a time period for the report data you want to download.
- Select Export to download your CSV file.
Note: if you need assistance with exporting your data, please contact Square support.