How can I download a sales report within a specific date range?

[Jo_Nails]

[The title of this thread has been edited from the original: Income reports]

Hi 

I need to access a report for July 2022 a June 2023

Can anyone help me with that please

Jo

[Katie_SQ · Accepted solution]

Thanks for reaching out, @Jo_Nails!

You can access a wide range of reporting options from your online Square Dashboard, but a great place to start would be the Sales Summary.

The Sales Summary provides a general overview of sales from a given time period. The report includes itemisation metrics like gross sales, refunds, net sales, discounts, tips and taxes. It also includes payment metrics like total collected (revenue by tender type) and fees.

Here’s how to get started:

1. Sign in to your online Square Dashboard on a web browser (preferably on a computer).
2. Navigate to Reporting > Reports > Sales Summary.
3. Adjust the Date Range Filter to your required dates (E.g., 1 July 2022 - 30 June 2023).
4. To export the report, click the Export icon in the top right hand corner of the page. A .csv file will be downloaded to your computer.

Hope this helps. Please let us know if there’s anything else we can help with!