Is there a way to pull reports from a long period of time for only specific days? I know you can narrow down the report pulled by a window of time within days (like 4pm-9pm), but I need to pull reports from the year for only the weekend to see how our sale are, sales trends throughout the year for weekends, etc. I would love to avoid having to pull a weekly report and creating my own spreadsheet. Is this possible within the Square programming?
You are not able to do this as far as I am aware of within Square. BUT before you pull reports for a year and make your own Sheets. Square does have the ability to download all your Transacations for a Year at a time. From your Square dashboard on a Computer goto your Transacations and select a time frame, Then export the CSV file of your choice. This will have all transacations with Dates, Times and more data depending on which of the 3 Transaction Csv files you choose to download. Transactions.csv, Transaction Items.csv and Transactions Details csv. Now that you have a spreadsheet you can turn it into a pivot table or use formulas to get the information your looking for. You can copy the date column and Make a new column of the dates and then use Excel formulas like in this video to change a Date to a Day of the week. Excel Date to Day . Once you do this you can Insert a Pivot Table to new sheet and filter by day or whatever Header you choose.
You are not able to do this as far as I am aware of within Square. BUT before you pull reports for a year and make your own Sheets. Square does have the ability to download all your Transacations for a Year at a time. From your Square dashboard on a Computer goto your Transacations and select a time frame, Then export the CSV file of your choice. This will have all transacations with Dates, Times and more data depending on which of the 3 Transaction Csv files you choose to download. Transactions.csv, Transaction Items.csv and Transactions Details csv. Now that you have a spreadsheet you can turn it into a pivot table or use formulas to get the information your looking for. You can copy the date column and Make a new column of the dates and then use Excel formulas like in this video to change a Date to a Day of the week. Excel Date to Day . Once you do this you can Insert a Pivot Table to new sheet and filter by day or whatever Header you choose.
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