In-App Summaries and Reports

Confirm and review your sales history directly from the Square app. 

View Your Sales History from the App

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

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

Create Sales Reports from the App     

From the Square app on an iPad or Android device, you can generate and share sales reports.

  1. Tap: Three Horizontal Lines
  2. Tap ReportsSales Summary to see today’s payment activity or tap Select Time Frame if payments weren’t taken today.
  3. To adjust the date of your report, tap the calendar icon in the navigation bar.
  4. On an iPad, tap Custom.
  5. From all devices, select a start and end date. 
  6. Tap Apply.

On an iPad, you can tap a specific category (if using categories) to see a breakdown of items sold.

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

Note: At this time, reports aren’t available on an iPod touch, but you can always visit your online Square Dashboard to generate reports.

View Deposit Details from the App

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

Still need help? Ask the community

Visit community forum