Hi, Need distributor wise sales report

jawadzahoor — Sat, 20 Sep 2025 09:37:46 GMT

i need distributors wise sales report, where it should includes , date, distributor name, quantity sold and amount

Re: Hi, Need distributor wise sales report

Summer2024 — Fri, 23 May 2025 16:19:37 GMT

Hi, @jawadzahoor ! Welcome to the Square Community! We are so happy to have you!

There are several ways to track distributor-wise sales in Square. Here's how you can set this up:

Method 1: Using Categories

Setup:
- Create categories for each distributor in your Square Dashboard
- Go to Items > Categories
- Assign items to their respective distributor categories
- This allows tracking of items by distributor automatically
Reporting:
- Go to Square Dashboard > Reports
- Select "Categories" report
- You'll see sales broken down by distributor category
- Export to CSV for further analysis

Method 2: Using Custom Attributes

Setup:
- Go to Items > Item Library
- Enable Custom Attributes
- Create a "Distributor" attribute
- Assign distributor names to each item
Reporting:
- Use the "Items" report
- Filter by custom attributes
- Export to CSV and pivot the data

Method 3: Using Item Reports with Excel

Export Detailed Sales Report:
- Go to Reports > Sales Summary
- Select your date range
- Export to Excel/CSV
- Include these columns:
  - Date
  - Item name
  - Quantity
  - Sales amount
  - Category (if using Method 1)
  - Custom attributes (if using Method 2)
Create Pivot Table:
- Open in Excel
- Create pivot table with:
  - Rows: Date, Distributor
  - Values: Quantity, Amount
- Sort and filter as needed

Recommended Approach

For your specific needs, here's what I recommend:

Initial Setup:
- Use Custom Attributes for distributors
- This provides the most flexibility
- Allows multiple distributors per item if needed
Regular Reporting Process: a) Export detailed sales report b) Include these fields:
- Transaction date
- Item name
- Distributor (custom attribute)
- Quantity
- Gross sales c) Use Excel to create pivot tables d) Save the template for future use
Additional Tips:
- Set up automatic weekly/monthly exports
- Create saved report templates
- Use consistent naming for distributors
- Consider using Square's API for automated reporting

I hope this helps! 😊