thread Re: How to get to monthly report in Archived Discussions (Read Only)

How to get to monthly report?

Jerry12 — Sat, 22 Jun 2019 23:44:30 GMT

How to get monthly report?

Re: How to get to monthly report

GlassJudy — Fri, 21 Jun 2019 16:15:28 GMT

From your PC's Dashboard, navigate to the Reports section, select the report you want, and set the date range selector to the time period you want the report for:

Re: How to get to monthly report

maryleelabay — Thu, 21 Nov 2019 17:12:33 GMT

I can get a list of my transactions for the month, but how do I get that into a PDF or other useable document that I can send to my bookkeeper?

Why can't Squareup just create professional statements like a bank or Paypal or any other service? This seems way too complicated for this level of business.

Re: How to get to monthly report

maryleelabay — Thu, 21 Nov 2019 17:15:01 GMT

Nevermind - found it....finally. Go to export, download itemized CSV.

Gross and net sales and cost of an item report

Themancave — Thu, 06 Feb 2020 14:01:30 GMT

How do I get a report on my gross and net sales broke down to see my profits on my sales for a year or a month or a day and maybe also include the items I have sold with the cost of item and gross sales.

Re: Gross and net sales and cost of an item report

ashc — Fri, 07 Feb 2020 14:20:28 GMT

Hi @Themancave! Welcome to the Seller Community.

It looks like there's a few pages of posts with this same question so I merged your post to one of them that has the answer.

Check out @GlassJudy's post above about how to view sales reports on the Dashboard!

In the future- don't hesitate to search your question within the Community or Support Center to make sure you get your answer as fast as possible!

How do I get a regular monthly statement?

backforlife — Wed, 16 Dec 2020 10:13:47 GMT

It has taken me over an hour I am very frustrated. I would like a list of all charges and amounts for the month like everyone else

Re: How do I get a regular monthly statement?

Joe — Wed, 16 Dec 2020 12:23:01 GMT

Hi there, @backforlife 👋 Thanks for reaching out to us here on the Seller Community!

So sorry to hear about the frustration, here. We can help! I believe you are looking for the Sales Summary report, which is most easily accessible from your Online Dashboard.

Here is a step-by-step guide on how to access this report.

Let us know if anything else comes up! We are here to help.

Re: How to get to monthly report

smeenana — Wed, 06 Oct 2021 00:18:18 GMT

I see this report but what I want is an end of month statement. I need to see sales and fees. Are they any monthly fees aside from the 2.6%+.10?

Re: How to get to monthly report

Arie — Thu, 07 Oct 2021 02:59:41 GMT

Hey @smeenana,

Thanks for writing in, I noticed it's your first post, welcome to our community 😊

There's no monthly account keeping fees outside the card processing fees. We have software subscriptions available, such as Square for Retail, which are optional. If you've got a subscription, you can see a summary in your Dashboard under Account & Settings > Business > Pricing & Subscriptions. The Sales summary report will show you both sales, and fees, for the time frame of the report- please let us know if you've got trouble seeing these details on the report, and we'd be happy to dig in a bit deeper!