thread Re: Printing Sales Report - Category sales not printing categories, only rollup sales in Archived Discussions (Read Only)

Printing Sales Report - Category sales not printing categories, only rollup sales

GTDeVron — Wed, 22 Feb 2023 01:21:46 GMT

At the end of the day we print sales reports from the square screens, which used to include the different categories sales at the bottom, but not it only prints it as "category rollup sales". How do I revert it back to print each category separately?

The weird thing is, our handheld device does print the categories separately. I just can't figure out which setting has been changed.

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

Candlestore — Wed, 22 Feb 2023 19:39:56 GMT

@GTDeVron ;

On the Ipad there is a Toggle slider to turn this on and off.

More - Reports - Sales - Printer Icon (Top Right) - Print

Now you should have the below screen.... Blue is ON.... Grey is Off

OFF

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

GTDeVron — Wed, 22 Feb 2023 22:28:28 GMT

That just prints out the items. I need the categories printed which is displayed in the second picture but not the first.

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

Candlestore — Thu, 23 Feb 2023 15:10:50 GMT

@GTDeVron ;

Thats weird both of mine Show headings of Sales - Payments- Discounts Applied and Category Sales. One also shows Item Sales. What version of Square POS are you using? POS, Square for Retail, or Square for Restaurants? The other thing I noticed is your one report shows Category Rollup Sales?

I use Square for Retail on an Ipad and am not sure if that is the difference. I have a Green Square Icon on my Ipad to open the Square for Retail app. I know there is also a Black and white Square Icon for the standard POS and that might be the difference?

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

GTDeVron — Sat, 04 Mar 2023 19:31:31 GMT

We use square for restaurant. The thing is though, it didn't used to say "category roll up sales" it used to just say "category sales" like the 2nd photo. Something changed on the back end and we can't figure it out.

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

Candlestore — Sat, 04 Mar 2023 22:34:59 GMT

@GTDeVron ;

I use Square for Retail and I just printed mine out again to test and verify but both of my print outs show Category Sales. I wonder if it something New Square is trying or updating. I know over the years Square will have instruction to do something, and now the Terminology has changed and the Best Answer instructions no longer work since the Terminology is different. I wonder if that is what is happening here to you now. You may have to try and contact or search here on the Forum for Category Roll up Sales.

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

GTDeVron — Wed, 15 Mar 2023 23:27:39 GMT

Alright, we figured it out. It kind of buried in some settings.

Starting from dashboard

Reports > Category Sales > From the dropdown settings choose view rollups > select "Manage Category Rollups"

from there you can create a category grouping of items that you're selling. Someone on our end did this just for our beer and ended up exclude every other item we had. we now added another category for our kitchen items and it now prints as "Beer Only", "Kitchen", and anything else that doesn't fall into one of those categories, automatically goes into a "unknown" category.

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

Candlestore — Thu, 16 Mar 2023 13:36:09 GMT

@GTDeVron

When you say from your Square Dashboard do you mean on a computer or at you POS app?

I just went to my computer dashboard > Reports > Category Sales but I have no drop Down there...

Not sure if that is because I am using Square for Retail and not the Square for Restaurants subscription. But I thought the Backoffice on a Computer was all the same.

Glad you figured it out!

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

GTDeVron — Thu, 16 Mar 2023 21:19:02 GMT

Yeah its on the computer. its the last dropdown menu on the right.

Re: Printing Sales Report - Category sales not printing categories, only rollup sales

Candlestore — Fri, 17 Mar 2023 00:40:35 GMT

@GTDeVron ;

Thank you for the screen shot, mine is different. My last drop down is Filter by, if I remember correctly. I was thinking you had a Drop down on the Left under Category Sales like there are on some other headings on the Left side called View Rollups. I will show you what my Reports Screen looks like for Retail.