View category roll-ups in a category sales report
About category roll-up reporting
Category roll-ups allow you to group and view sales reporting for multiple item or service categories at once. For example:
If you are a restaurant that has three item categories of ‘Beer’, ‘Wine’, and ‘Cocktails’, you can create one category roll-up of ‘Alcoholic beverages’ to track their performance as a group.
If you are a salon that has service categories of ‘Massages’, ‘Manicures’ and ‘Facials’, you can create a category roll-up of ‘Spa services’ to track their performance as a group.
Before you start
To run a category rollup report, you’ll first need to set up item categories from the Items > Categories section of your Square Dashboard.
Category rollups do not affect your item layout or menu display on your Point of Sale app and are for reporting purposes only.
Step 1: Create category roll-up
Before viewing your category roll-ups, you’ll need to create a category roll-up report.
Sign in to Square Dashboard and go to Reports > Sales > Category sales.
From the toolbar, click Roll-ups.
Enter a name for your category roll-up, then select the relevant categories from your Item Library.
Click Createa Category Roll-up.
Step 2: View category roll-up sales
Once you create your category roll-ups, you can access them as a filter view in the Square Dashboard.
Sign in to Square Dashboard and go to Reports > Sales > Category sales.
Choose an available date range and apply relevant filters to your report.
From the toolbar, click View Categories and change the filter selection to View Category Roll-ups.
Click Export to download a CSV file.