How do I get a montly report back to last year? i would like it for all of 2015 if possible.

karenmillion — Sat, 04 Jun 2016 22:06:24 GMT

How do I get a monthly report for last year?

Re: How do I get a montly report back to last year? i would like it for all of 2015 if possible.

Sean — Sat, 04 Jun 2016 22:05:51 GMT

Great question! 👍

I'm happy to point you to your online Square Dashboard. It is stuffed full of useful information, including a breakdown of transactions, deposits, and fees paid over any specified range.

To run a report, just follow these steps:

1. Visit Sales tab in your online Square Dashboard.
2. Use the date selector at the top-left corner to choose the date range you'd like to view, or enter custom dates.
3. Select the time frame you'd like to view by clicking *All Day* or enter custom hours.
4. If you have more that one location, select which one's you'd like to see.
5. Click *Summary* to view a comparison of your daily, weekly, or monthly sales.

A sales summary and fees will populate for the date range selected. If you click *Export* in the top-right corner, a CSV file will download to your computer, which you can open using Excel or any other common spreadsheet program or software.

Hope this helps, and feel free to post any follow up questions!

thread Re: How do I get a montly report back to last year? i would like it for all of 2015 if possible. in Archived Discussions (Read Only)

How do I get a montly report back to last year? i would like it for all of 2015 if possible.

Re: How do I get a montly report back to last year? i would like it for all of 2015 if possible.