thread Re: How do I get monthly sales reports total? in Archived Discussions (Read Only)

How do I get monthly sales reports total?

Carrie317 — Fri, 12 Jan 2018 19:14:50 GMT

Please let me know how to get monthly totals

how do i get a monthly statement with a beginning and end balance so I can reconcile the month??

Momonthego — Fri, 30 Jun 2017 19:19:31 GMT

how do i get a monthly statement with a beginning and end balance so I can reconcile the month??

Re: How do I get monthly sales reports total?

VanKalkerFarms — Fri, 12 Jan 2018 19:42:48 GMT

https://squareup.com/dashboard/sales/reports/sales-summary

from the above link, you can choose the time range that you want and download the data. you can pick any range, month, week, or day.

How can we print a report showing the profit on the sales?

JulesA86 — Fri, 31 Jan 2020 17:41:02 GMT

I need to create a report that shows total sales and total cost for those sales.

Re: How can we print a report showing the profit on the sales?

ashc — Sat, 01 Feb 2020 16:04:58 GMT

Hey @JulesA86! Welcome to the Community.

I merged your post to an existing thread where @VanKalkerFarms posted a link to our Support Center on how to view your Sales reports from the online Dashboard.

In the future- don't hesitate to search your question here or the Support Center for a quicker answer too!

Re: how do i get a monthly statement with a beginning and end balance so I can reconcile the month??

mystical — Tue, 10 Nov 2020 02:46:02 GMT

i also need to know how to get monthly statement from square. did you ever figure out?

Re: how do i get a monthly statement with a beginning and end balance so I can reconcile the month??

ashc — Tue, 10 Nov 2020 12:41:40 GMT

Hi @Momonthego and @mystical,

I moved your posts to an existing thread that goes over how to view your monthly sales reports.

Check out @VanKalkerFarms post above for the Support Center article that goes over reporting on the Dashboard.

Reports

mc7 — Thu, 19 Nov 2020 14:23:27 GMT

Is there a general report that includes my overall daily transactions collected, the total daily square fees, and the total daily transaction amount to my account? I'm looking for a weekly or more preferably a monthly report with a daily total report. I don't necessarily need to see each individual amount or transaction. I currently use the payment methods to gather this information and log it into my books usually weekly; however a monthly report of the daily total collected by square, the total fees collected and the daily total to be transferred to my account would be fantastic. thanks!

Re: Reports

ashc — Thu, 19 Nov 2020 14:27:54 GMT

Hi @mc7 and welcome to the Community.

The option for this kind of report is available on your Dashboard!

I moved your post to an existing thread that goes over it. Check out the Best Answer by @VanKalkerFarms above.

How do I download the sales summary?

icecreamlilys — Wed, 12 May 2021 01:20:43 GMT

I need to download and save my sales summary from 01/01/2021-03/11/2021. I tried exporting it but it shows up as gibberish in excel. Please advise. Thank you.

Re: How do I download the sales summary?

ashc — Thu, 13 May 2021 14:22:20 GMT

Hi @icecreamlilys,

I moved your post to a thread where this question has been answered already on how to export your Sales Summary with the Support Center article for it linked.

Check out the Best Answer above for details.

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

Re: How do I get monthly sales reports total?

mansfieldhistor — Thu, 16 Sep 2021 19:25:23 GMT

We used to get an automitic month end report. it was much more user friendly

Re: How do I get monthly sales reports total?

Frida — Fri, 17 Sep 2021 16:58:14 GMT

Hello @mansfieldhistor,

We see its your first post on the Seller community, welcome!

You are able to receive automatic monthly and annual sales summary by doing the following:

From your Dashboard, go to account and settings> select email notifications on the left > then click monthly & annual sales summaries > save

Let me know if this helps 😊