thread Re: Square Reporting Q&A: Get answers and influence product decisions! in Archived Discussions (Read Only)

[AUS] Square Reporting Q&A: Get answers and influence product decisions!

Ani_ — Tue, 16 Jul 2024 21:17:11 GMT

Happy New Year, Seller Community! ✨

Effective and reliable reporting is crucial for the smooth operation of any business, and we recognize that there is always room for improvement with the reporting tools offered by Square.

Participate in the upcoming Square Reporting Q&A to let the team know what's going well and what can be improved — because who better to provide insight on how to improve these tools than the sellers who use them on a daily basis? 😉

This event is an opportunity to speak directly with @annakepler on the Square Reporting team, and contribute to how developments are prioritized throughout 2023.

On Wednesday, January 25, 2023, she and her team will be here to address any questions you may have, and make sure your experiences are documented with their plans for the year ahead.

Not sure what to ask? Here are some example questions:

What is the best way to keep an eye on sales trends for my items?
If I could do "_________" with reporting in the online Square Dashboard, that would save me so much time.
How can I manage sales reports across multiple business locations?

Click 'Reply' below to ask your question ahead of time, and we’ll answer every question on Wednesday, January 25, 2023. We're looking forward to hearing from you!

Re: Square Reporting Q&A: Get answers and influence product decisions!

lawnbrook — Mon, 16 Jan 2023 02:10:01 GMT

Would love to see some AU specific conveniences in the date selector:

Be able to configure the start day of the week (a lot of the world works Mon-Sun, not Sun-Sat)

The notion of a Financial year (with a configurable start date) to make YoY comparisons more useful.

Additional filters: I wanted to be able to filter by section yesterday and noticed it's not really available.

Re: Square Reporting Q&A: Get answers and influence product decisions!

Laurie_ — Mon, 16 Jan 2023 05:47:19 GMT

Hey there @lawnbrook,

Thanks for letting us know about the different features and functionality you're interested in seeing from Square reporting!

We've noted your feedback here and look forward to discussing this in more detail during the Q&A. 😊

Re: Square Reporting Q&A: Get answers and influence product decisions!

Helsey — Thu, 19 Jan 2023 00:04:23 GMT

Hi, I'd love to see some better inventory reporting to show stock movement/transaction history & statistics. I know you can pull the data into xls, but it would be really handy to have a dashboard for inventory too.

Re: Square Reporting Q&A: Get answers and influence product decisions!

jackc1 — Thu, 19 Jan 2023 00:13:28 GMT

Hi there!

Not sure if this is relevant to Square Reporting Tools but I thought I should ask anyway.

Something that would save me a lot of time would be to be able to split my Square Balance into multiple bank accounts. For example, I would like my balance to be split into 3 accounts:

1: 10% for GST

2: 20% for Tax

3: 70% for Income

Hope that's okay for me to suggest!

Jack

Re: Square Reporting Q&A: Get answers and influence product decisions!

THESHOEDOCTOR — Thu, 19 Jan 2023 00:15:59 GMT

Hi Anna,

I'm a footwear repairer and have a similar process to clothing alterations. I have a couple of questions

1. Is there a way of processing 'job tickets' were it automatically prints two receipts, one for the customer and one that I can attach to the work in progress? instead of have to go back into the transaction list and re printing?

2. I would love to see an option where I can let the customer know that their items are ready to pick up through the app. I like the line graph, showing progress in invoices have I missed a job progress option?

Cheers,

Chloe

Re: Square Reporting Q&A: Get answers and influence product decisions!

c2c1 — Thu, 19 Jan 2023 00:18:17 GMT

Currently there is no opportunity to delete unwanted invoices, only in 'draft' form.

There are a few times when the invoice has been sent out on a client request but due to a number of reasons, the sale did not proceed.

If the invoice is still 'active' it then influences the reporting process, even if you archive the invoice it is still considered an active invoice.

We need to be able to delete invoices to a 'trash bin', and when confirmed as not needed, then permanently delete the invoice?

Re: Square Reporting Q&A: Get answers and influence product decisions!

judydowse — Thu, 19 Jan 2023 00:26:57 GMT

I am a very happy Square user. I referred a friend so we could both earn the $1000 free processing and when it didn't work, I found there is no way to email Square to ask them to check out why the link didn't work. The auto assistant couldn't help and sending an email from my dashboard came back with a reply "this is a no-reply email" My question is "how do I get in touch with Square?"

Re: Square Reporting Q&A: Get answers and influence product decisions!

BANTACS — Thu, 19 Jan 2023 00:35:56 GMT

I would like a simply statement like you get for a bank account, showing each transaction. Even better if you could click on the transaction and see the underlying products that make up the sale. And even better again if all this detail could become a bank feed into xero. If you could do this my firm would be recommending square to all our clients.

Re: Square Reporting Q&A: Get answers and influence product decisions!

THESHOEDOCTOR — Thu, 19 Jan 2023 00:44:30 GMT

Thanks you for the reply, but this is not what I was after regarding my question/s

Re: Square Reporting Q&A: Get answers and influence product decisions!

MikeKnight — Thu, 19 Jan 2023 00:47:36 GMT

I would like to be able to quickly change the date range for reports. Changing from a single date to a Start and End date is not simple (I find it rather hit and miss in making this change).

I would also like to be able to create a custom report for our transactions, removing the columns that are not relevant to our business from the standard transaction report.

Finding the transaction report for a specific date range seem to take too many steps and is does not seem to be readily available.

Re: Square Reporting Q&A: Get answers and influence product decisions!

doublet — Thu, 19 Jan 2023 00:53:44 GMT

Can you please add the SKU to the transaction export? I track inventory and this is the only gap for me - or do I have to go to the Paid Retail plan for that? Currently I get around this by adding the SKU to the product name.

Also, when will AMAKA be able to map products to MYOB? I spoke to them and they said they are working on it, is this something in the pipeline from your end? The integration from Square to MYOB is almost useless to me until this is included in the integration.

And finally, not a reporting question, can you please add the Taxes - GST Checkbox to the bulk edit option - I add items via woocommerce to square plugin and it doesn't bring across the taxes so having a way to check this in bulk would be handy.

Thank you,

Teresa

Re: Square Reporting Q&A: Get answers and influence product decisions!

THESHOEDOCTOR — Thu, 19 Jan 2023 00:59:19 GMT

Sorry, Though this was an auto reply to my question. please disregard. How silly of me 😕

Re: Square Reporting Q&A: Get answers and influence product decisions!

Jase — Thu, 19 Jan 2023 01:43:10 GMT

Would Love to see exporting to excel for graphs and reports.

Jase.

Re: Square Reporting Q&A: Get answers and influence product decisions!

alanritchie — Thu, 19 Jan 2023 02:46:29 GMT

The Balance sheet report for my accounts results in this as part of the report.

CURRENT ASSETS

	A1-1112	Bank - IMB Cheque	$4,010.99
	A1-1110	Bank - Cash on hand	$176.70
	A1-1111	Bank - CBA Cheque	$31,399.95
	A1-1100	Current Assets	$1,097.00
	TOTAL CURRENT ASSETS	$36,684.64

Is it possible to generate as part of the report a subtotal of all the "Bank" accounts as these are effectively "Available funds" while the "Current assets" represent funds already spent. This would look something like the following:

CURRENT ASSETS

		Bank - IMB Cheque	$4,010.99
		Bank - Cash on hand	$176.70
		Bank - CBA Cheque	$31,399.95
		Total Bank Current Assets Total Assets	$35,587.64 $1,097.00 $1,097.00
	TOTAL CURRENT ASSETS	$36,684.64

Alan Ritchie

Re: Square Reporting Q&A: Get answers and influence product decisions!

DebJ9 — Thu, 19 Jan 2023 05:39:45 GMT

I would like a report of all the individual transactions for the month, similar to a bank statement.

Sound Solutions and Electrical

Re: Square Reporting Q&A: Get answers and influence product decisions!

spoiltstudios — Thu, 19 Jan 2023 05:58:30 GMT

I have a lot of clients book online and when selecting services it would make it so much easier if it was in a specific order, either alphabetical or in order of the categories. Also if people had some way to save their card with the online booking so they don’t have to put their card details in each time they book online.

Re: Square Reporting Q&A: Get answers and influence product decisions!

Savant — Thu, 19 Jan 2023 06:09:33 GMT

When I do an item sales report I would like to see it’s improvement on a past period whether this be last year ect. I would like to see multiple years reporting in a graph form both for items and for revenue. Both for single locations and for total revenue/items for business as a whole.

more visual graphs would be great to get an easy picture of what is going on. Graphs for wages amounts of volume stock sold or revenue.

Re: Square Reporting Q&A: Get answers and influence product decisions!

nyz — Thu, 19 Jan 2023 06:16:59 GMT

i’d like to have a way to see my top spending customers, being able to set a time frame- “monthly spend” highest to lowest order.etc

at the moment i need to select each customer individually and check there kindly spend which is very time consuming.

Re: Square Reporting Q&A: Get answers and influence product decisions!

JayExotic — Thu, 19 Jan 2023 07:38:44 GMT

Hi would love to have an option to be able to push emails to customers to leave reviews or have a review link. To be able to review the entire store instead of individual items would be handy too. Cheers