View item, category and modifiers sales reports
About item, category and modifiers sales reports
When you create your items, categories or modifiers, you can view the corresponding reports, which will provide detailed insights for each attribute.
Before you begin
You need to create items, categories or modifiers to view each report.
Each report includes these filter options:
All day: Select All day or Custom. If you configured your reporting hours, you can also select them.
All locations: Select All Locations or manually choose locations to review.
Summary: 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.
Displayed By and Filtered By: Choose your display option. If you set up the name of your Device and Device Nickname, you can select them to view the reports.
You can view your API transactions in your sales summary by selecting Filter By > Source. Then select eCommerce Integrations from All Sources filter drop-down.
To learn analytics terms and definitions to better understand your reports, check out the Support Centre article View sales summary, sales trends and payment methods reports.
View item sales reports
Item sales reports help you understand how your catalogue is performing. You can view detailed sales data for all items in your catalogue, including individual items, combos, archived items and variations. Item sales reports show you which products are selling well, track performance over time and help you make informed business decisions about your inventory and pricing. Item sales reports are only available in your Square Dashboard.
Sign in to Square Dashboard and go to Reports > Custom > Item sales.
Use the date selector tool to refine a date range and select the relevant filters to view your report.
Review your item sales data, which includes:
Item name: The name of each item sold
Quantity sold: Total number of units sold
Gross sales: Total revenue before discounts and refunds
Net sales: Revenue after discounts and refunds
4. Group by Discount name and Item name to see which items were sold under each discount, or reverse the order to view which discounts were applied to each item.
5. To export your item sales data, click Export in the top right corner. Choose your preferred format (CSV or Excel) and select the data you want to include.
You can click an item in your report to see an item drop-down menu with specific sales information on that item and all its variations.
View category sales reports
Category sales reports provide an overview of top-grossing categories and the number of items sold within each category. Category sales reports are only available in your Square Dashboard.
Sign in to Square Dashboard and go to Reports > Sales > Category sales.
Use the date selector tool to refine a date range and select the relevant filters to view your report.
Modifier sales reports
Modifier sales report list the top used modifiers for a given time period. Modifier sales report is only available in your Square Dashboard.
Sign in to Square Dashboard and go to Reports > Sales > Modifier sales.
Use the date selector tool to refine a date range and select the relevant filters to view your report.