How can I run a report that includes non-consecutive days?

[jhurd]

I am looking to run a report that will show my data from non-consecutive days.  For example...12/6, 12/10, 12/17 & 12/21.  I DO NOT want data included from dates in between such as 12/13 & 12/20.  Can I do this?

[TheRealChipA]

Hey there @jhurd.  Currently this is not possible in Square.  This would be something that the team would have to evaluate and consider as a feature request.  You can get the ball rolling on that by heading over to the Ideate Board and submitting it.  But, I can’t think of any decent workaround that doesn’t involve multiple reports, at this time.

[Candlestore · Accepted solution]

@jhurd ;

As @TheRealChipA  has stated there is no possible way to do this in Square currently.

Now I have 2 ideas for you but I am not sure what type of Report your trying to create for these Multiple days.

1.  The first way would be to look and see if this can be accomplished in your Accounting Software?
2. This next way would require Downloading and Exporting your Transactions for the entire Time frame.
   1. Open the exported csv file in Excel
   2. Click any cell
   3. Then from the Top row select Insert and then Insert Pivot Table to a new sheet
   4. You can then use Excels pivot table to Create Individual reports based on your Criteria.

Since all the Data is there this can be done quickly if you know how to use Pivot Tables.

[jhurd]

Thank you both for your replies.  I feel like I am an "average" user of Excel so I understand what you are saying and yes, I could figure out how to do it that way.  My use for Square is for a High School concessions stand so I was hoping to group dates by 1) Boys Basketball games; 2) Girls Basketball games; 3) Wrestling matches, etc., and to be able to report data based on these different events.

[TheRealChipA]

@jhurd I think that @Candlestore‘s idea will work for you, and it’s good you have a working knowledge of pivot tables.  Before Square really upgraded reports (like the Sales Trends report, and the Sales Summary that is currently in beta testing), I used lots of Pivot Tables.  In fact I had a spreadsheet that was nothing but reports that I wished Square would create, based on CSV downloads.  Thankfully, my need for that spreadsheet is gone and I think that features like yours will eventually be incorporated.  They’ve been working hard for the past few years to make reporting more comprehensive.  Still, for now, it is what it is.

[Summer2024]

Thank you @TheRealChipA and @Candlestore for the great suggestions here. You know we always appreciate it! 

@jhurd head on over to the Ideate board and give your suggestion so our Product teams can take into account what our Sellers are really looking for 😁