View category roll-ups in a category sales report

Who is this article for?

Account owners or team members with the reports permission to view detailed sales reporting. Set permissions in Square Dashboard.

Square for Restaurants Plus or Premium subscribers and Square Appointments Plus or Premium subscribers.

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.

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.

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.

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.