Limit Which Team Members Receive Daily Summary Reports

AnthonyN — Sun, 21 Sep 2025 16:28:59 GMT

The title of this thread has been edited by a Square Moderator from the original: How to limit which team member receive daily summary reports

Hi we are a non profit and we use square to sell merchandise and to collect donations. All our board member have access to square online. How do we limit the daily sales report and the tranfer report from sending these notifications to all our members?

Re: How to limit which team member receive daily summary reports

Sammie_C — Tue, 15 Apr 2025 21:58:24 GMT

Hello, welcome to the Square Community, @AnthonyN! We appreciate your post.

To limit the reports being sent out out to team members, feel free to follow these steps:

Log into your Square Dashboard and go to the Team section > click "Permissions" > then select a role.
Scroll down to the "Reports" section > click the box next to "View Reports" to turn function off/on.
If toggled on, you can customize specifics reports and functions to be included.
Click "Continue" in the top right hand corner to save your changes.

Hope this helps! Please let me know if you end up having any other questions on this.

thread Re: How to limit which team member receive daily summary reports in Payments Troubleshooting

Limit Which Team Members Receive Daily Summary Reports

Re: How to limit which team member receive daily summary reports