How to Create Custom Reports?

[acenetball]

The title of this thread has been edited by a Square Moderator from the original: Customised reporting

Hi Community

I need to generate a report relating to sales.  It needs to have date, category, payment type and fees subtotalled by item and split by payment type.  I have had a play round in the custom reporting and it doesn't seem to let me get that setup.

Any help would be fantastic! 

[Sammie_C · Accepted solution]

Hello @acenetball! Welcome to the Square Community, we are here to help.

You are able to create custom reports through your Square Dashboard.

To access this function, you will just need to follow these steps:

1. Sign in to Square Dashboard, then go to Reports.

2. Click Custom reports > Create New Report.

3. Name your report > click Add Report to add additional blocks. Custom reports will automatically include your sales summary report, but it can be removed by clicking X at the top right corner of the report.

4. Once your reports are added, hover over each section to reveal options to filter or add/remove columns.

5. Click Save Report.

You also are able to edit your custom reports:

1. Sign in to Square Dashboard, then go to Reports.

2. Click Custom reports > use the dropdown menu next to Custom Reports: on the upper-left to find a saved report.

3. Click Edit.

4. Make desired changes to your custom report and click Save.

I hope this helps a bit! Please let me know if you have any other questions about this and I can look into this further.