I am trying to create a report showing details of amounts being transfered to my bank. I have only one account bank / Square but I just cannot find a way to report on my transfers. I need a report that will show me all "these" sq transfers from the last week amount to the deposit of $xxx.00 made on May 20, 2025. Before the most recent changes I would generate a report of everything and export to CSV format. I wrote an Excel marco to pull info I wanted but that function appears to have been removed.
Hey @tonylaforest -
Welcome to the Community!
Do you have any reporting or analytics already set up? I would recommend checking out this Support Article with more details on getting these set up.
You will be able to setup/see all of the information when it comes to what is transferring into your bank account (minus any fees).
Please let me know if you were looking for something a bit different and I am happy to circle back! I will keep an eye out for your reply👀.
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