Tap the date at the top-center to filter by time of day, device, and team member if you are subscribed to Team Management. Tap Reports > Sales > tap a preset date range to view sales for a single day, week, month, 3 months, or year. To compare sales between periods of time: If you’re connected to a receipt printer and would like to print your report, tap Print. To send a sales report, tap the share icon at the top-right corner. From the top items and top categories, you will be able to view modifiers and items, respectively. Your report will generate and display a sales summary, payment method breakdown, and, if applicable, the top items and categories sold. You’re able to filter by time of day, device, and team member. To set a custom date range, tap the date at the top of the report on your phone, or tap Compare on a tablet, and set your filters. Tap Reports > Sales to see today’s sales activity or tap a preset range to view sales for that time period. To view detailed sales reporting from your point of sale:įrom the navigation bar at the bottom of your screen, tap More. Limited sales reporting includes:ĭaily sales summary including non-cash tips Limited Sales Reporting: Allow team members to view aggregate sales data on a shared point of sale for only the past 90 days, and restricts team members from seeing full historical data, comparison charts, and trends over time. If you’re using Team Management, you can choose which sales data your team has access to by granting them access to either detailed or limited sales reporting.ĭetailed Sales Reporting: Allow team members to view aggregate sales data on a shared point of sale or your online Square Dashboard for only the past 90 days, and restricts team members from seeing full historical data, comparison charts, and trends over time. View Sales Reporting from the Square Appįrom the Square Point of Sale (POS) app, Register, and Terminal, you can generate, print, and email sales reports. You can modify the application system date as needed before running and initiating the automatic update program.View Sales Reporting from the Square App View Your Transaction History from the App View Transfer Details from the AppĬonfirm and review your sales history, transactions details, and reports directly from the Square app. The accounting date of each update program should be verified prior to selecting the program for update. When updating registers and journals, caution must be exercised when flagging individual program files for update in the Maintain Auto Update task. This can be used to compare selected updates to those completed when you run the Automatic Update Log File Report.Īutomatic Update uses the accounting date of the user running Automatic Update. Click the Print button to generate the list. It is recommended that you print the Auto Update File Report prior to performing the Automatic Update. Note This task does not apply to the General Ledger module. The time at which this process begins can be entered in advance. This task scans the chosen journals and updates them in a logical order. You can choose any number of journals or registers to update in advance. Use Automatic Update to automatically start the update or posting process of journals and registers.
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