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Reports

Get insights about your sales, transactions, and team. Learn how to customize and export reports for detailed analysis.

Reports setup and management

  • Set up analytics and reporting
  • Create custom reports
  • Print, export, or email your reports
  • Use help mode with reports
  • Use Square AI to get insights about your business

Customer and channel analytics

  • Use customer insights
  • View loyalty reporting
  • View email marketing campaign reports
  • View your online store reports

Sales and transactions reports

  • View sales summary, sales trends and payment methods reports
  • View item, category and modifiers sales reports
  • View discounts, comp and void reports
  • View tax, fee and service charge reports
  • Match transfers to sales
  • View cash drawer reports
  • View gift card reports
  • Manage unprocessed and uncompleted transactions
  • View and search transactions
  • View dispute reports

Team reports

  • View team member timecard and scheduling reports
  • View payroll reports and tax forms

Reports by business type

Food and beverage reports

  • Get live sales data for your restaurant
  • Set up and run your restaurant’s close of day report
  • Run restaurant performance reports
  • View category rollups in a category sales report

Retail reports

  • View and adjust sell-through reports
  • View and manage vendor sales reports
  • Track Cost of Goods Sold
  • Run an aging inventory report

Appointments and services reports

  • View future bookings report
  • View your team’s appointment performance report
  • Manage appointment booking notifications and reminders

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