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

[Ani_]

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!

[Ani_]

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!

[downspressure]

Wish I could like this a thousand times

[annakepler]

Hi @BANTACS ! Thanks for your business.

In our Transactions report, we do have Transactions that should have the item detail. You are correct that currently we don’t have links to the underlying products that make the sale– that would be a new feature…are you thinking of a link to the Catalog item itself?

[MikeKnight]

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.

[annakepler]

 Sorry to hear you are having trouble with the date picker @MikeKnight . Maybe the manual entry option for the start and end date in the Date Range picker can be a good option for you. It is usually my go-to to select the exact time range.

Additional customization options are something we are looking to introduce. In the meantime may I ask what columns you find not relevant?

[doublet]

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

[annakepler]

Hi @doublet ! thank you for your question.

We don’t have that on the transactions report, but we do have it on the Item Sales report. Have you tried using that? If so, can you explain further why having sku in Transactions would be more useful?

I have checked with the team and Amaka integration is still on the roadmap this year, but we don't have a specific timeline yet.

I will also make sure to pass your request for GST checkbox to our Retail team. 

[doublet]

thank you Anna. I use the SKU to manually enter my sales into MYOB - in this way I can keep track of my stock/inventory. I did work out with Amaka how to map the items to MYOB Account Numbers, however I use MYOB's Inventory to control my stock. This is all driven by the SKU (Product ID in MYOB).

I just had a lookat the Item Sales Report, that doesn't give me as much detail as the transaction report - I would still have to figure out how to get cash v card sales so I can manually enter the sales into MYOB - I was thinking that all that is needed is one more field in the transaction report, that of SKU, and that would suit me fine.
Once Amaka's integration is at the item level, I believe that will work perfectly ish for me. Until then, I will be entering sales manually into my accounting system, MYOB

[Jase]

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

Jase.

[annakepler]

This is a great idea! We are looking at Excel and PDF as additional export option.

[alanritchie]

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

[DebJ9]

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

Sound Solutions and Electrical

[annakepler]

Hi @DebJ9 ! Thank you for your message. Have you tried the Transactions report? If you set the date to a month, you can see all individual transactions taken that month.

[Savant]

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. 

[annakepler]

 Hi @Savant ,

Thanks so much for your suggestions. In the Item sales report, you can customize the date range of the report. In the Item sales report, select the date range at the top and input your desired timeframe. We are actively working on new reports and reporting functionality, so stay tuned!

[nyz]

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. 

[annakepler]

Hi @nyz , appreciate the feedback.
While currently limited to all time, you should be able to sort your Customer Directory by their total spend by clicking on the “Total spend” header. By default, the initial click will sort this column in descending order based on their total spend. That said, we’re actively exploring improvements / enhancements to customer reporting and insights to make functionality like this more accessible. Out of curiosity, what do you use this information for today?

[JayExotic]

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

[annakepler]

Thank you for your question. Customer reviews is not my area of expertise, but this article shoul provide some information https://squareup.com/help/au/en/article/7826-goodreviews-and-square

[downspressure]

I use square only for the ability to receive card payments, love that there is no monthly fee, and that the fees on transaction are not outrageous.  The ability to attach links to invoices is also very good.

I would really like to be able to very simply produce a basic statement the same as a bank statement.

For me because I am only using this to be able to receive the occasional payment all of the reporting tools that exist of basically no use but the very simple report that seems impossible to generate without a long process isn't available.

Include this and the product is pretty much exactly what I want.

Thank you.

[annakepler]

Hi! I can see how too many reporting tools can be overwhelming when you need a simple statement. I can offer a couple of recommendations.
1. Monthly GST invoice captures the total payments taken, fees, and GST tax on fees. You can read this article on how to download this PDF invoice https://squareup.com/help/au/en/article/7858-square-tax-reporting-and-gst-invoices-faq
2. When using Sales Summary report, in the date range selector choose last month. All our reports are printer-friendly, so you can use Web browser print option to get a printed copy of your statement.

[Cookie120362]

Is there an easy way to pass on charges to credit card customers, with the charge being added to cash customers??