thread Re: Square Reporting Q&A: Get answers and influence product decisions! in Event Discussions

[CA] Square Reporting Q&A: Get answers and influence product decisions!

Ani_ — Wed, 14 Jan 2026 16:27:50 GMT

Happy New Year, Seller Community! ✨

Effective and reliable reporting is crucial for the smooth operation of any business, and we recognize that there is always room for improvement with the reporting tools offered by Square.

Participate in the upcoming Square Reporting Q&A to let the team know what's going well and what can be improved — because who better to provide insight on how to improve these tools than the sellers who use them on a daily basis? 😉

This event is an opportunity to speak directly with @annakepler on the Square Reporting team, and contribute to how developments are prioritized throughout 2023.

On Wednesday, January 25, 2023, she and her team will be here to address any questions you may have, and make sure your experiences are documented with their plans for the year ahead.

Not sure what to ask? Here are some example questions:

What is the best way to keep an eye on sales trends for my items?
If I could do "_________" with reporting in the online Square Dashboard, that would save me so much time.
How can I manage sales reports across multiple business locations?

Click 'Reply' below to ask your question ahead of time, and we’ll answer every question on Wednesday, January 25, 2023. We're looking forward to hearing from you!

Re: Square Reporting Q&A: Get answers and influence product decisions!

JTPets — Wed, 18 Jan 2023 20:08:31 GMT

Do we have an invite to a google meeting or anything you can share?

Re: Square Reporting Q&A: Get answers and influence product decisions!

Tom — Wed, 18 Jan 2023 20:24:40 GMT

Hey @JTPets, thanks for checking in! This Q&A will be via text only within this thread. If you have any questions or feedback, please do drop them into a reply below. The Reporting team will get back to you next Wednesday.

P.S. We are looking into more live event types. Stay tuned for updates and thanks for your patience. 🙏🏻

Re: Square Reporting Q&A: Get answers and influence product decisions!

Mapsandart — Wed, 18 Jan 2023 23:48:16 GMT

Hello. My business sells one of a kind products. I am interested in a report that would provide report summaries by category not by individual sku numbers since the products that I have, have a quantity of 1.

Re: Square Reporting Q&A: Get answers and influence product decisions!

Leashless — Wed, 18 Jan 2023 23:54:43 GMT

It would be great if Square Payroll could report payroll wages based on job classifications. For example, delivery drivers versus beer tenders vs dishwasher vs brewers vs cooks. This is exactly what insurance companies want when conducting audits because each job classification comes with its own risk. Its also what us business owners need to better predict wage growth for updating insurance for the following year

Re: Square Reporting Q&A: Get answers and influence product decisions!

Leashless — Wed, 18 Jan 2023 23:58:26 GMT

Also, it would be much appreciated if Square can improve how they report sales transactions to third parties like Quickbooks Online. To date, sales from Thursday, Friday, and Saturday are reported and recorded as Monday sales even though they aren't. This really screws up P&L reporting when a period ends on the weekend like this past December. New Years Eve was on Saturday Dec 31st but reported by Square on Monday, Jan 2nd as Jan 2nd sales when it wasn't. Improving how sales data reporting is important for a number of reasons, mainly accurate P&L reporting, but also helps us to look back at last years data to determine how to staff for an upcoming holiday.

Re: Square Reporting Q&A: Get answers and influence product decisions!

gbeasley — Wed, 18 Jan 2023 23:59:01 GMT

The preset reports are of use but if they were fully customizable so we can get certain data such as total cost of goods (not sold). Also when you look at sales for the day they are not accurate and seem to go by time of day. For instance my sales at 2pm will show 123 when you look at previous day sales it will show 456. Then if you run the report again later in the day not only does current day change the previous day sales also change. There needs to be a way to fix this. When you have a website there is no way to run a report showing just those sales and get that data from the dash board. If I'm over looking how to get this data please let me know because it would be so much better then having to download the excel files and manually go though and pull this type of data.

Re: Square Reporting Q&A: Get answers and influence product decisions!

Riapressley — Thu, 19 Jan 2023 00:00:36 GMT

I would like Square to make available attractive easy to read pdf reports in all facets of the program (i.e., payroll, sales, etc). At this time, I can only download excel or comma deliminated. Both Quickbooks and ADP make pdf reports available, will Square be doing the same?

Re: Square Reporting Q&A: Get answers and influence product decisions!

cmurcia — Thu, 19 Jan 2023 00:14:44 GMT

I would love the ability to include a service date column when downloading invoice reports. Right now there are a due date, invoice title, and payment date, but no ability to sort by the actual date of service.

Re: Square Reporting Q&A: Get answers and influence product decisions!

haircolorguru — Thu, 19 Jan 2023 01:52:31 GMT

I would love to have reports per category. I don't use the sku portion for my business.

Re: Square Reporting Q&A: Get answers and influence product decisions!

INNISFREE — Thu, 19 Jan 2023 13:19:34 GMT

In Canada I am now allowed to charge a "fee (up to 2.4%)" on total sales for anyone that uses a Visa or Mastercard.

Presently I can not charge that fee on the total bill including tip and taxes. I know there must be some way you can fix this because Square's fee is charged on the total bill including tip and Taxes. At present I am using one of the extra tax fields and in reports it adds all the taxes together. This Credit Card Fee that I am legally allowed to charge will be a win for Square as you will also be able to charge your % on that fee.

Thank you for this forum.

Re: Square Reporting Q&A: Get answers and influence product decisions!

sherry_stahl — Thu, 19 Jan 2023 13:24:18 GMT

It would be so helpful if you could make the reports print off better. They're so long and large. Simple is better. Is there a way to get a report by item sales for a period? Is there a way to get a report showing sales by category for a set period?

Re: Square Reporting Q&A: Get answers and influence product decisions!

AtomicYVR — Thu, 19 Jan 2023 13:30:27 GMT

Seconded, big time

Re: Square Reporting Q&A: Get answers and influence product decisions!

djammalo — Thu, 19 Jan 2023 13:31:01 GMT

Thank you for the opportunity to provide feedback. Here are some issues I've found that cause me trouble.

Report issues

Sales reports are skewed by gross sales and should not include returns (especially for types "accidental charge").
No facility to Void a transaction entered from my testing and learning the app. Now all sales reflect the "returned" items. But gross sales shows it as sales income.

Invoice and Transaction Issues

No facility to enter a transaction that occurred in the past to true up the books and sales figures.
Invoices can't observe or apply computed discounts, but the Retail POS app can. The Invoice app has no automatic discount options.
The online POS site can't apply discounts based on quantity (case discounts), only with dollar amounts.
There is no option to create an invoice with no balance due (for items like free promotions).
I need to invoice my company with 100% discount for inventory removals so inventory properly reflects the counts.

Re: Square Reporting Q&A: Get answers and influence product decisions!

thedustycanyon — Thu, 19 Jan 2023 13:36:32 GMT

Is there a way to sync square online sale pricing to the POS so it can be in both places?

Jennifer

The Dusty Canyon

Re: Square Reporting Q&A: Get answers and influence product decisions!

UwayTbay — Thu, 19 Jan 2023 13:37:14 GMT

I'm looking to be able to pull a report that will capture my transactions for a specific day, that includes detailed purchaser information, the amount of the sale, and the fees charged. I work for a non-profit and we use Square to take donations and sell event tickets, but we have not figured out a way to pull a daily transaction report that shows who the donor is, the amount that was donated, and the fees that were charged, all in one report.

Re: Square Reporting Q&A: Get answers and influence product decisions!

thedustycanyon — Thu, 19 Jan 2023 13:39:57 GMT

Is there a feature to turn off tracking stock on setting up a new item, for the different variations, so you don’t have to manually go in and adjust each variation? We do custom tees so have a ton of variations but we don’t order the tee until we know what we need. They are not all in stock at one time.

Re: Square Reporting Q&A: Get answers and influence product decisions!

Nikoline — Thu, 19 Jan 2023 13:42:17 GMT

Hey! My health practice is entirely remote (online services) and is beginning to reach outside of Canada to the US and parts of Europe. My latest client is from the USA (credit card) and is working for the US military and living in Germany. I will be needing to process first payments soon and I haven’t found a clear answer through google searches as to whether I will be able to process their specific card, and future cards that are from outside of Canada, through square. I believe this should be possible considering current global remote healthcare movement. I use square through a third party platform and would rather not have to use additional platforms to accommodate out of country Payments.

Re: Square Reporting Q&A: Get answers and influence product decisions!

Uptonogood — Thu, 19 Jan 2023 13:57:44 GMT

For service based appointments you are able to book with two service providers and link (for example, nails with me and pedi with my coworker) but when the services are cashed out the report at the end of the week credits the sale to just one person. Those totals should be divided on reports so you can accurately see sales regardless of who cashed it out. There also needs to be an option to edit the service provider after the transaction has been cashed out. Mistakes get made when you are busy and it’s impossible to edit them which is extremely frustrating. You should also be able to print out/export your list of services the way you can with items.

Re: Square Reporting Q&A: Get answers and influence product decisions!

francisl — Thu, 19 Jan 2023 13:58:07 GMT

We pay commission to our vendors that leave items on consignment. How can we easily handle this in Square Retail so that I can get a report each month on which consignment items were sold and how much I need to pay them?