Manage organization reports with Square Multi-Account Suite
About organization reports
Square Multi-Account Suite includes organization-level reports that let operator merchants view sales and performance data across all member merchants and locations in the organization. Member merchants continue to see reporting only for the accounts and locations they have access to. Member merchants cannot view data from other accounts in the organization.
Before you begin
Operator merchant team members with the Organization Reporting permission can view sales data across all member merchants and locations in the organization.
Member merchant team members see only data from their own accounts and locations, regardless of their permission level.
Organization reports are available in the Organization section of Reports. Operator merchants can also build custom organization reports using the Custom Report Builder.
Access organization reports
To view organization reports:
Sign in to Square Dashboard and go to Reports > Organization.
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Choose a report type.
Sales: View total sales across the organization, broken down by member merchant and location.
Category: View sales by category and item across all locations.
Build custom organization reports
Operator merchants can also build custom reports that include data from across the organization using the Custom Report Builder. For details on how to create custom reports, see Create custom reports with Custom Report Builder.
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