Reporting: Is there a way to code or tag sales based on a Square reader?

BCBHA — Tue, 18 Nov 2025 07:37:47 GMT

We are a non-profit group with one central bank account for all of British Columbia, but we have Regions tables that do their own fundraising, sell memberships, etc. Each Region has a square reader and uses the same email and login to access our square account.

Is there a way to tag or code the different Regions? I have looked into your Locations option, but I don't think that will work for us, as we are using one inventory source.

We are hoping to create reports and do some accounting through Square.

Please advise! Thanks,

BCBHA

Re: Is there a way to code or tag sales based on a square reader?

Kassi_ — Thu, 20 Feb 2020 13:07:54 GMT

Hey there, @BCBHA -

Welcome back to the Community!

There is an option under our reports tab where you have different display sorting options. On the top row, find the Display drop-down menu. It will give you the option to select by device or by device nickname.

If that isn't showing what you're thinking, please reach back out!

thread Reporting: Is there a way to code or tag sales based on a Square reader? in Reports Setup & Management

Reporting: Is there a way to code or tag sales based on a Square reader?

Re: Is there a way to code or tag sales based on a square reader?