What reports do you actually look at regularly in Square?

[Bronze_Palms]

Square has quite a few reporting options, and I’m curious which ones you actually find useful.

Mine are:

Weekly: Square Appointment report in App to run net sales for the month compared to same time last month

Monthly: I use the reports on desktop to run payroll costs and hours, then the app again for number of services and net sales

Which reports do you check weekly or monthly to understand how your business is doing? Are there certain reports you use for sales trends, customer behavior, services, staff performance, or planning ahead?

I’d also love to know if there are any reports you wish Square offered that would make running your business easier.

[ehflower]

sales summary - category sales 

[itssoban]

I tend to keep it pretty simple rather than checking every report Square offers.

Weekly, I find the Sales Summary most useful for seeing net sales, transaction volume, and how the current week compares with previous periods. Category Sales is also helpful for quickly seeing what is actually driving revenue.

Monthly, I’d look more closely at Team/ labor costs, sales by employee, and customer trends. Comparing labor costs against net sales is especially useful for spotting months where staffing costs are getting out of line with revenue.

One report I’d love to see improved is a simple month-over-month dashboard that combines sales, labor, customer visits, and top products/services in one place. It would save having to jump between several reports just to get a quick picture of how the business is doing.