Automated Sales Report that doesn't include Sales

Hello, 


Is there a way to get an automated sales report for inventory changes that doesn't include financial information? I just want to see the previous days inventory changes/sales for a staff member who shouldn't need access to financials. 

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Square Champion

Solution

Hello @GreatEscape thanks for your post. You should be able to go to the Reports area in your Dashboard, create a new report. Then "x" out and delete the info that prepopulates the report. You'd then go to "add report" and you can choose items or categories to create a report that should just give you inventory sales. I hope this helps answer your question. (pic of a quick example below)

Screenshot 2025-08-08 at 11.18.00 AM.png

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Square Champion

Solution

Hello @GreatEscape thanks for your post. You should be able to go to the Reports area in your Dashboard, create a new report. Then "x" out and delete the info that prepopulates the report. You'd then go to "add report" and you can choose items or categories to create a report that should just give you inventory sales. I hope this helps answer your question. (pic of a quick example below)

Screenshot 2025-08-08 at 11.18.00 AM.png

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Square Community Moderator

Thanks for your help here, @HC_Charlie!

@GreatEscape Please let us know if this addresses your question when you have the chance 🙂

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



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Thanks. Does this let me automate it? Just send me a copy every morning?

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