Get Started with Square Analytics and Reporting
Square Dashboard
Take payments with Square Virtual Terminal, manage your inventory, create customer promotions, book appointments and more.
Discover new insights about your business with Square Analytics and advanced reporting options, and export your data to add it to your records. You’ll find a wide range of data on various aspects of your business to help guide you and your operations.
Navigate to Square Reporting
To navigate to Square Reports in Dashboard:
From your online Square Dashboard, go to Reporting > Reports to open the Square Reports page.
Use the navigation menu on the left to access the various reporting tools available.
Note: Using certain Square products will add additional reporting options to the navigation menu.
Reports Available from Square Dashboard
| Reports Available Online | Report Summaries |
|---|---|
| Sales Summary | A general overview of sales from a given time period. The report includes itemization metrics like gross sales, refunds, net sales, discounts, tips and taxes. It also includes payment metrics like total collected (revenue by tender type) and fees. |
| Sales Trends | Compares your daily, weekly and yearly gross sales, average total sales and net sales. |
| Payment Methods | A summary of the total collected and any associated fees from credit, debit and gift cards and any other tender types. The reports include payments broken down by debit vs. credit, as well as by card brand – American Express, Visa, Mastercard, etc. – with corresponding fees. Adjust filters to change the data displayed in the breakdown. |
| Item Sales | Shows details for all items sold including gross sales, net sales, SKUs, discounts and total sold. Use advanced reporting options to display item sales by device, employee or payment method. Note: Click an item in your report to see an item drop-down menu with specific sales information on that item and all its variations. |
| Category Sale | An overview of top-grossing categories and the number of items sold within each category. |
| Team Member Sales | If you’re subscribed to Advanced Access, show sales per employee, tips, average sale size and revenue per labour hour. |
| Labour vs Sales | If you’re subscribed to Shifts Plus, track wages and see how your labour cost compares to sales. |
| Discounts | A list of the top-used discounts and total discount amounts collected. |
| Modifier Sales | A list of the top-used modifiers in a given time period. |
| Comps | A list of transactions with comped items. |
| Voids | A list of transactions with voided items. |
| Taxes | An overview of how your tax rates are being used in a given time period, including taxable and non-taxable sales. You’ll need to create items with applied tax rates to track taxable sales in your reports. Note: Taxable sales may not add up to the total tax collected because some sales and items may have multiple tax rates applied. |
| Transaction Status | A list of any unprocessed transactions, including declined cards. |
| Fees | A comprehensive view of all the transactional fees, taxes on fees and the cost of taking payments with Square. |
| Gift Cards | Tracks everything related to your Square Gift Card activity. |
| Transactions | A list of individual transactions and transaction details from a given time period. Find this report in Transactions in youronline Square Dashboard. |
| Balance | A list of individual transfers and the payments included in each transfer, along with your entire transfer history. View this report in Balance in your online Square Dashboard. |
| Disputes | View, manage and get updates on any disputes you may receive. |
| Cash Drawers | Tracks individual cash drawer sessions and your full cash drawer history. |
| Activity Log | Tracks sensitive actions taken by your team such as processed refunds, updates to item inventory, changes to tip settings, comps/voids and discounts. |
Reports Available from Square Point of Sale
You also have the option to view some of these Dashboard reports in the Square app. Learn about viewing reports in the Square Point of Sale app for more information.
View Sales Summaries and Fees
From your Square Reports page, go to Reports > Sales summary.
Use the date selector tool to refine a date range, then select a report to view.
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From the reporting hours drop-down menu, select All day or Custom.
Select All Locations or manually choose locations to review.
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To compare sales within the set date range by day, week or month, click Summary > Daily, Weekly or Monthly. Scroll down to view a sales summary comparison.
View Sales Trends
To view and compare sales trends and average total sales:
From your Square Reports page, go to Reports > Sales trends.
Select the locations to be included within your focus dates.
Click the preset drop-down options to compare two time periods, or use the custom date selector tool to adjust the date range of your report.
Choose the relevant metrics, and choose to view your report as a line or bar graph.
Create Custom Reports
If you need unique and specific reporting, you can create custom reports designed for your business. Learn more about creating custom reports.
Print or Export Reports
You can print via PDF or create an export of the report you’re currently viewing at any time.
- From your Square Reports page, select the relevant filters for your report.
- Click the export icon.
- Click the gear icon and select Export only selected columns or Export all columns in your view. Note: By default, all columns will be exported.
- Click Start export to download a CSV file to your device and open the file with a spreadsheet viewing software of your choice.
- From your Square Reports page, select the relevant filters for your report.
- Click the printer icon.
- Change the printer Destination to Save as PDF and click Save to download a PDF file to your device. Alternatively, click Print if you have a printer connected to your device.
Set up reporting hours
You can set up multiple custom time ranges to best represent your business hours. Once complete, you can filter reports based on the set reporting hours.
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Sign in to your Square Dashboard and click Reports > Settings > Reporting hours > Add reporting hours.
From the Square Dashboard app, tap the gear icon from the home screen > Reporting hours > +.
Enter the Hour set name and choose a Time zone.
Enter the Start time and End time. The start time will determine the calendar day that sales will be attributed to.
Once complete, click Save to add the reporting hours.
Manage Reporting Email Notifications
To configure email notifications for your sales summaries:
From your Account & Settings page, go to Business information > Email notifications.
Under “Account emails,” check Daily sales summary and Monthly and annual sales summaries.
Click Save when finished.
Download Transaction History
To see individual transactions from a specific time period, open your online Square Dashboard and navigate to Reporting > Transactions to get to the Square Transactions page.
Square Appointments Reporting
Note: View advanced reporting by upgrading your Square Appointments subscription.
Reporting for Square Appointments will show you how your team is doing. This includes team or business performance, performance metrics for retention and pre-booking and more. Learn more about Square Appointments reporting.
Square Online Reporting
Note: View advanced reporting by upgrading your Square Online subscription.
Reporting related to Square Online can give you insight into how your website or online store is performing. This includes page views, unique visits, online sales and more. Learn more about Square Online reporting.
Square for Restaurants Reporting
Note: View advanced reporting by upgrading your Square for Restaurants subscription.
As a Square for Restaurants seller, you have access to restaurant-specific reporting to help you analyze your restaurant performance over time. Learn more about Square for Restaurants reporting.
Square for Retail Reporting
Note: View advanced reporting by upgrading your Square for Retail subscription.
As a Square for Retail seller, you have access to retail-specific reporting to help you analyze your store performance over time. Learn more about Square for Retail reporting.