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Who is this article for?
- Account owners or team members with the reports permission to view limited reporting can view sales summary for the past 90 days in your point of sale app, including tips and top-selling items.
- Sellers with the reports permission to view detailed sales reporting can view full historical data, comparison charts, and trends in Square Dashboard.
- Set permissions in Square Dashboard.
About sales summary, sales trends, and payment methods reports
The sales summary report will show all important sales information in one place, including closed sales, partial payments, tips, and deposits, while making it easier for you to understand your business performance. You can print, export, or copy links to share with other key team members in your business.
Before you begin
Your sales summary reporting can be accessed from the Square Dashboard and the point of sale apps. Controls for metrics, locations, grouping and filters are accessible via the blade from your Square Dashboard that opens from the right-hand side. Open this view by clicking on the controls at the top of the report. Metrics now also have definitions attached to them, helping you understand what any given metric means.
To view accurate sales data, consider the following:
Ensure all transactions have completed and settled.
The sales summary report only includes completed (closed) orders and does not include partial payments or deposits.
Sales summary numbers may differ from other reports (like Payments or Team Sales) due to different calculation methods and timing.
Sales data may take a few minutes to appear in your report.
You can also view definitions with help mode. Learn how to Use help mode with reports.
Understand your metrics
Option 1: View sales summary
Sales summary metrics allow you to customize your visuals to match your preferences and switch between different report types effortlessly. To do so from the Square Dashboard and point of sale app:
From your Square Dashboard and point of sale app, you can print, export, or copy links for the sales summary report. For details, refer to Print, export or email your reports.
Option 2: View sales trends
Sales trends allow comparison of daily, weekly, and yearly gross and net sales. You can view and compare sales trends and average total sales from your Square Dashboard. The sales trends report is only available in your Square Dashboard.
Sign in to Square Dashboard and go to Reports > Sales > Sales trends.
Select the Locations to be included within your focus dates.
Click the preset dropdown options to compare two time periods or use the custom date selector tool to adjust the date range of your report. If you want to customize your default reporting period, toggle on Custom workweek and click Edit from the calendar to adjust your workweek settings.
Choose the relevant metrics: gross sales, average total sale, net sales, or order count.
Choose to view your report as a Line or Bar graph.
To include channels, click All Channels > Include channels not listed.
Option 3: View payment methods
Payment methods summarize total collected and any associated fees from credit, debit, gift cards, and other tender types, with breakdowns by debit vs credit, card origin (domestic and international), as well as by card brand. You can view payment methods from your Square Dashboard.
Sign in to Square Dashboard and go to Reports > Payments > Payment methods.
Use the date selector tool to refine a date range and select the relevant filters to view your report. If you want to customize your default reporting period, toggle on Custom workweek and click Edit from the calendar to adjust your workweek settings.
Choose your metric to base your sales summary view on.
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Select (⋮) or select each filter to set your controls:
Report type: Choose to summarize by grouping the same metrics from different days together as totals. You can also set individual increments by days, weeks, or months.
Locations: Select a location to only show data associated with the location you’ve created or select All locations.
View: Select the Line graph or Bar group view that best suits your data and preferences.
Group metric by: Groupings are used to organize and display your data within your report. You can select one grouping by none, location, device, device nickname, collected by, or payment method.
Filter by: You can apply one or more filters to narrow the focus of your report. Choose between timeframe, device, device nickname, source, collected by, or payment method.
Payment methods can be viewed in the sales report in your point of sale app, but for detailed information, use Payment methods in your Square Dashboard.
Option 4: View accounting reports
Accounting reports are essential tools for monitoring your business’s financial performance. They provide detailed insights into revenue, reconciliation, expenses, fees, taxes, service charges and other key metrics that impact your bottom line.
The Reconciliation Report explains to you how the amount paid to your bank account is calculated. It shows your total payments collected along with every element that needs to be accounted for in order to determine the amount transferred to you. These are:
Refunds
Partial payments
Split deposits
This allows you to understand how the payment transferred to your bank account is derived from your total payments collected when accounting for all aspects of a transaction. For the simplest tracking, make sure your transfer schedule and reporting day are aligned. You can view the Reconciliation Report from your Square Dashboard.
Sign in to Square Dashboard and go to Reports > Accounting > Reconciliation.
Use the Date filters at the top of the page to search for specific times.
If you have multiple locations, select the relevant location(s).
Click the Print or Export icons to download data shown on screen.