thread Re: Permission to see only report for specific items in Payments Troubleshooting https://community.squareup.com/t5/Payments-Troubleshooting/Permission-to-see-only-report-for-specific-items/m-p/795286#M49272 <P>Hi,&nbsp;<a href="https://community.squareup.com/t5/user/viewprofilepage/user-id/725479">@AW0904</a>&nbsp;! Welcome to the Square Community!&nbsp;<span class="lia-unicode-emoji" title=":grinning_face_with_big_eyes:">😃</span></P> <P>&nbsp;</P> <P>You're right that Square doesn't have a direct feature for selective report sharing with suppliers.</P> <P>However, here are several workaround solutions I've outlined:</P> <DIV class="text-textStandard text-sm">Option 1: Categorization &amp; Manual Export</DIV> <OL> <LI> <P><STRONG>Setup</STRONG>:</P> <UL> <LI>Create a specific category for this supplier's products</LI> <LI>Tag all their items with a custom attribute</LI> <LI>Generate filtered reports based on their category/items</LI> </UL> </LI> <LI> <P><STRONG>Process</STRONG>:</P> <UL> <LI>Export relevant reports periodically</LI> <LI>Set up automated email delivery of reports</LI> <LI>Use Excel/Google Sheets to format data appropriately</LI> </UL> </LI> </OL> <DIV class="text-textStandard text-sm">Option 2: Square Team Management</DIV> <OL> <LI> <P><STRONG>Limited Access Account</STRONG>:</P> <UL> <LI>Create a custom role with limited permissions</LI> <LI>Give access to only sales reports</LI> <LI>Note: This won't restrict view to specific products only</LI> </UL> </LI> <LI> <P><STRONG>Considerations</STRONG>:</P> <UL> <LI>They would see all sales data</LI> <LI>You can limit other sensitive information</LI> <LI>Not ideal if you need product-specific privacy</LI> </UL> </LI> </OL> <DIV class="text-textStandard text-sm">Option 3: Automated Report Generation</DIV> <OL> <LI> <P><STRONG>Using Square API</STRONG>:</P> <UL> <LI>Create automated reports for specific items</LI> <LI>Use Square's API to pull specific product data</LI> <LI>Generate custom reports programmatically</LI> </UL> </LI> <LI> <P><STRONG>Third-Party Integration</STRONG>:</P> <UL> <LI>Connect Square to reporting tools like: <UL> <LI>Google Data Studio</LI> <LI>Tableau</LI> <LI>Microsoft Power BI</LI> </UL> </LI> <LI>Create supplier-specific dashboards</LI> </UL> </LI> </OL> <DIV class="text-textStandard text-sm">Recommended Solution</DIV> <P>Given your needs, here's a practical approach:</P> <P><STRONG>Initial Setup</STRONG>:</P> <P>a) Organize Products:</P> <UL> <LI>Create a specific category for this supplier</LI> <LI>Use custom attributes to tag their products</LI> <LI>Ensure consistent naming conventions</LI> </UL> <P>b) Report Template:</P> <UL> <LI>Create a standardized report format</LI> <LI>Include relevant metrics: <UL> <LI>Sales volume</LI> <LI>Revenue</LI> <LI>Time periods</LI> <LI>Product performance</LI> </UL> </LI> </UL> <P><STRONG>Automated Process</STRONG>:</P> <UL> <LI>Export filtered reports weekly/monthly</LI> <LI>Set up automatic email delivery</LI> <LI>Use cloud storage for report access</LI> </UL> <P><STRONG>Security Considerations</STRONG>:</P> <UL> <LI>Remove sensitive information</LI> <LI>Password protect documents</LI> <LI>Use secure file sharing</LI> </UL> <P>I know this may not have been exactly what you were looking for, but I hope this helps!&nbsp;</P> Fri, 23 May 2025 17:06:15 GMT Summer2024 2025-05-23T17:06:15Z Permission to see only report for specific items https://community.squareup.com/t5/Payments-Troubleshooting/Permission-to-see-only-report-for-specific-items/m-p/795212#M49271 <P>Hi,</P><P>&nbsp;</P><P>We are going to partnership with a supplier, and we would like to share our sales report access to them but only for their products. After trying by myself and searched online and community I don't see anything about this.</P><P>&nbsp;</P><P>We want to be able to do that for a healthy business relationship and the time difference between them and us.</P> Sun, 21 Sep 2025 10:37:17 GMT https://community.squareup.com/t5/Payments-Troubleshooting/Permission-to-see-only-report-for-specific-items/m-p/795212#M49271 AW0904 2025-09-21T10:37:17Z Re: Permission to see only report for specific items https://community.squareup.com/t5/Payments-Troubleshooting/Permission-to-see-only-report-for-specific-items/m-p/795286#M49272 <P>Hi,&nbsp;<a href="https://community.squareup.com/t5/user/viewprofilepage/user-id/725479">@AW0904</a>&nbsp;! Welcome to the Square Community!&nbsp;<span class="lia-unicode-emoji" title=":grinning_face_with_big_eyes:">😃</span></P> <P>&nbsp;</P> <P>You're right that Square doesn't have a direct feature for selective report sharing with suppliers.</P> <P>However, here are several workaround solutions I've outlined:</P> <DIV class="text-textStandard text-sm">Option 1: Categorization &amp; Manual Export</DIV> <OL> <LI> <P><STRONG>Setup</STRONG>:</P> <UL> <LI>Create a specific category for this supplier's products</LI> <LI>Tag all their items with a custom attribute</LI> <LI>Generate filtered reports based on their category/items</LI> </UL> </LI> <LI> <P><STRONG>Process</STRONG>:</P> <UL> <LI>Export relevant reports periodically</LI> <LI>Set up automated email delivery of reports</LI> <LI>Use Excel/Google Sheets to format data appropriately</LI> </UL> </LI> </OL> <DIV class="text-textStandard text-sm">Option 2: Square Team Management</DIV> <OL> <LI> <P><STRONG>Limited Access Account</STRONG>:</P> <UL> <LI>Create a custom role with limited permissions</LI> <LI>Give access to only sales reports</LI> <LI>Note: This won't restrict view to specific products only</LI> </UL> </LI> <LI> <P><STRONG>Considerations</STRONG>:</P> <UL> <LI>They would see all sales data</LI> <LI>You can limit other sensitive information</LI> <LI>Not ideal if you need product-specific privacy</LI> </UL> </LI> </OL> <DIV class="text-textStandard text-sm">Option 3: Automated Report Generation</DIV> <OL> <LI> <P><STRONG>Using Square API</STRONG>:</P> <UL> <LI>Create automated reports for specific items</LI> <LI>Use Square's API to pull specific product data</LI> <LI>Generate custom reports programmatically</LI> </UL> </LI> <LI> <P><STRONG>Third-Party Integration</STRONG>:</P> <UL> <LI>Connect Square to reporting tools like: <UL> <LI>Google Data Studio</LI> <LI>Tableau</LI> <LI>Microsoft Power BI</LI> </UL> </LI> <LI>Create supplier-specific dashboards</LI> </UL> </LI> </OL> <DIV class="text-textStandard text-sm">Recommended Solution</DIV> <P>Given your needs, here's a practical approach:</P> <P><STRONG>Initial Setup</STRONG>:</P> <P>a) Organize Products:</P> <UL> <LI>Create a specific category for this supplier</LI> <LI>Use custom attributes to tag their products</LI> <LI>Ensure consistent naming conventions</LI> </UL> <P>b) Report Template:</P> <UL> <LI>Create a standardized report format</LI> <LI>Include relevant metrics: <UL> <LI>Sales volume</LI> <LI>Revenue</LI> <LI>Time periods</LI> <LI>Product performance</LI> </UL> </LI> </UL> <P><STRONG>Automated Process</STRONG>:</P> <UL> <LI>Export filtered reports weekly/monthly</LI> <LI>Set up automatic email delivery</LI> <LI>Use cloud storage for report access</LI> </UL> <P><STRONG>Security Considerations</STRONG>:</P> <UL> <LI>Remove sensitive information</LI> <LI>Password protect documents</LI> <LI>Use secure file sharing</LI> </UL> <P>I know this may not have been exactly what you were looking for, but I hope this helps!&nbsp;</P> Fri, 23 May 2025 17:06:15 GMT https://community.squareup.com/t5/Payments-Troubleshooting/Permission-to-see-only-report-for-specific-items/m-p/795286#M49272 Summer2024 2025-05-23T17:06:15Z