Get Started with the Square Dashboard App
The Dashboard for POS is compatible with iPhones running iOS 12 or above. Download the app and generate reports to get a snapshot of your business – daily sales summary, category and item sales — on the go.
Note: The free Square Dashboard app isn’t compatible with iPads and Android devices at this time.
Download the Square Dashboard App
From your iPhone, tap the App Store icon.
Tap the search icon (magnifying glass) on the bottom navigation bar.
Enter Square Dashboard in the search bar.
Tap Get next to the Square - Dashboard for POS app icon:
Tap Install and follow the prompts to download the app.
Download the Dashboard Widget for iOS
Easily access statistics and data about your business with the Square Dashboard widget. You can view gross sales, net sales, transactions, average sale, returns, discounts, and comps right from your home screen. You can also customize the data timeframe.
To download the widget:
On your iOS device, tap and hold the home screen.
Tap the plus sign in the top left corner to open the widget menu.
Tap the Widget search bar and type “Dashboard.”
Tap the Dashboard widget icon once, then swipe left or right to select the widget style: Single data point or Key info with multiple data points displayed.
Tap Add Widget.
Drag and drop the widget to the desired location on your screen.
You can then tap the Dashboard widget and view your business metrics at a glance.
Adjust Widget Settings
You can adjust the Square Dashboard widget settings from the Edit Widget screen and within the widget.
To adjust settings on the widget preview:
Tap and hold the widget.
Tap Edit Widget.
To adjust the time period, tap Time Period and select your preferred time range.
To adjust which metrics you see, tap Metrics. If you have the larger version of the widget that shows multiple metric options, select the name of each metric to adjust the view. To rearrange the order of the metrics in the list, tap and drag the three horizontal lines next to each metric to the desired location.
Square Dashboard App Overview
Tap on the specific metrics listed below the chart (Net sales, Gross sales, Transactions, or Average sale) to expand the full report section. From there, you will see a detailed chart for the metric you selected as well as a date selector at the bottom to customize the timeline you wish to view. Tap the back arrow to return to the Dashboard home screen and select another key metric. You can also tap Items or Categories to see a more detailed breakdown of your sales based on the items sold and their categories.
|Sales Summary||Review your general sales summary for a specific timeframe – such as hourly, daily, or monthly. You’ll see gross sales, the total number of sales, your average sale amount, and a graph of sales.|
|Sales Comparisons||Compare how your business performed today versus previous days. You can adjust the comparison timeline by day, week, month, year, or a customized timeframe.|
|Categories||View your gross sales by item category for a specific timeframe by tapping Categories on the overview home screen.|
|Items||View an itemized summary of your gross sales for a specific timeframe by tapping Items on the overview home screen.|
|Multi-Locations||You can view sales data for all of your business locations. Make sure you sign in to the app with the email address and password associated with your primary account. Tap the location pin icon in the top-right to view sales data for one specific location or multiple locations at the same time.|
|Notifications||Receive notifications in real time that keep you on top of your business. Tap the notification bell icon on the bottom right of the app to expand and see more details.|
|Square Messages||Send and receive messages from your customers directly from the Dashboard app by tapping the Messages icon in the bottom right toolbar. You can send Square Messages over other Square Point of Sale apps as well as integrate Messages with Facebook Messenger. Learn more about Square Messages.|
To select your reporting location, tap the pin location in the top right-hand corner.
To change the date, tap on the date in the bottom navigation bar and select from today, this week, this month, this year or custom.