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In-App Summaries and Reports

Confirm and review your sales history, transactions details, and reports directly from the Square app.

View Sales Reports from the App

From the Square POS app, Register, and Terminal, you can generate, print, and email sales reports.

  1. Tap the following icon in the navigation bar:Three Horizontal Lines or the down arrow at the top of the Square Register: Register Switcher
  2. Tap Reports > Sales to see today’s sales activity or tap a preset range to view sales for that time period. To set a custom date range, tap the date at the top of the report on your phone, or tap Compare on a tablet, and set your filters. You’re able to filter by time of day, device, and team member if you are subscribed to Team Management.
  3. Tap Done.

Sales Reports

Your report will generate and display a sales summary, payment method breakdown, and, if applicable, the top items and categories sold. From the top items and top categories, you will be able to view modifiers and items, respectively.

To send a sales report, tap the share icon at the top-right corner. If you’re connected to a receipt printer and would like to print your report, tap Print.

To compare sales between periods of time:

  1. Tap the following icon in the navigation bar:Three Horizontal Lines or the down arrow at the top of the Square Register: Register Switcher
  2. Tap Reports > Sales > tap a preset date range to view sales for a single day, week, month, 3 months, or year. Tap the date at the top-center to filter by time of day, device, and team member if you are subscribed to Team Management.
  3. Tap the arrow at the upper-right corner of the report > select which date range you’d like to compare sales against.
  4. A chart will generate comparing sales between the current range in blue, with the previous date range in gray.

Note: You’re unable to compare sales reports for custom date ranges.

View Your Transaction History from the App

To view individual transaction details:

  1. Tap: Three Horizontal Lines
  2. Tap Transactions.
  3. Tap individual payments to view transaction details.

If the customer paid with a payment card, you’ll see the following:

  • Payment card brand and last 4 digits
  • Receipt number
  • Date of the payment
  • Tax
  • Item(s) sold
  • Notes

You can also search for individual transactions in your sales history by doing any of the following:

  • Enter the last 4 digits of the payment card number
  • Enter the receipt ID (located at the bottom of the receipt)
  • Swipe or insert the payment card

Note: You can’t delete transactions from your payment history, but you can issue refunds.

View Transfer Details from the App

  1. Tap: Three Horizontal Lines or the down arrow at the top of the Square Register: Register Switcher
  2. Tap Balance.
  3. Tap Transfer Reports.
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