thread Re: How do I generate a Category sales report that includes item detail and payment method breakout? in Archived Discussions (Read Only)

How do I generate a Category sales report that includes item detail and payment method breakout?

3031cloverville — Fri, 10 May 2019 16:54:26 GMT

I need to generate a Category Sales report, but i need it to also include the Item details and the payment method as well. I am only seeing how to Either a Category sales report OR an Item sales report. I need these to be done in one report. Can anyone help?

Re: How do I generate a Category sales report that includes item detail and payment method breakout?

Helen — Mon, 13 May 2019 00:16:50 GMT

Hi @3031cloverville, have you tried the Item Details CSV? To export that report navigate to the Transactions section of your online Square Dashboard > click Export in the top right > select Item Detail CSV. You'll se ethis report has a column for Category and Item.

If you have any other questions or you need another report let me know!

Daily Inventory Report

scottlyttle530 — Wed, 22 Jan 2020 23:53:51 GMT

Our shop will start selling wine and the DABC requires a very detailed daily inventory report. What is the best way for us to create an inventory program that we can run in the morning and the evening without downloading all our items? We just need a simple Category report with beginning of day and "end of day" is this possible? Thanks.

Re: Daily Inventory Report

nika — Fri, 24 Jan 2020 14:46:55 GMT

Hi @scottlyttle530!

I moved your question to this thread where Helen explains how to export a Category Sales Report. The nice thing about this report is that you can select the time(s) of which you want to pull the numbers,

Reach out for other questions if any arise!