Is there a way to print a report of total customer sales by year

LisaU — Sun, 21 Sep 2025 10:15:02 GMT

Is there a way to print a report by customer for a given period ie annual

Re: Is there a way to print a report of total customer sales by year

Candlestore — Sat, 06 Jan 2024 17:44:36 GMT

Using Square it is not possible to see a comparrison of Sales between different years. Now what I have done is I down load my yearly totals on my computer to a Folder called Yearly Sales. In that folder is listed a csv file from Square's Transactions Reports. I rename the file to just Transactions-(year) so for 2023 its Transactions-2023. Then I used Power Query in Excel to go to the Folder Yearly sales and then Power Query pulls the data from all .csv files that contain Transactions in the file name. Then I use Power Query to Export the Power query to an Excel Pivot Table. The Year/Quarter/Month/Day down the Left side and accross the top I can choose how many Sales We had or have the $ amount of any of the columns from the Transactions csv file. I set this up in 2021 I believe and then this year all I did was down load the Transactions for 2023 from Square added to the folder, opened the save PowerQuery spreedsheet and pressed refress all data.... 1 minite later if that everything was updated in the Pivot table.

Here is a video showing how to do this with Excel and Power Query : Power Query How to Video

At about 12 minutes and 30 seconds, the video goes to Home, Close and Load.... This is where I just chose to Close and Load to Pivot Table. Then in the future when I open this it does not take me to a combined sheet and I have to make the Pivot table again. I just click on Refresh data and the Pivot table updates. Then on the pivot table depending on which one I loaded I can instead of choosing Profit like the Video did for the Sum Value I can choose, Gross Sales, Net Sales, Fees etc and the Pivot table automatically shows these figures. You can also Right click in the Values box and change the Gross sales to a Count, this gives you a total of the Quantity of Sales. So this can show if your having more or less sales not just based on $ value.

Now how to get these CSV files from Square, on a computer you can go to https://squareup.com/dashboard/sales/transactions

Then on the Far right side export, choose all the different choices to determine which one works the best for you. Maybe do like I did make 3 folders Transactions, Items Detail, and Items Summary and figure out which one works best for you or maybe all 3 would work to give you different answers to different Questions. This also helps find things quickly using the Filter option in your pivot tables. Like how many of Item XYZ sold in a year, for example. So as you can see the charts show Count of Refrence ID's, which was done by selecting Count instead of Sum in the Value box on the Pivot Table.

So just for example here are the counts for the Years 2020 and 2021 and what they show the Number of sales not the $ amounts for this example: To go from the Years view all you need to do is press the (+) next to the Year to see Quarters, and samething to see the Months from Quarters .

Years 2020 and 2021

Quarter Number of Transactions for 2020 and 2021

Monthly Sales Transactions for 2020 and 2021

These numbers show that in 2020 March , April, and May we were closed for In store sales, which is why The 8 and 25 for April and May 2020. Those were Curbside pickups.

thread Is there a way to print a report of total customer sales by year in Orders, Menu Items, Catalog & Fulfilment

Is there a way to print a report of total customer sales by year

Re: Is there a way to print a report of total customer sales by year