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sales summary report and exporting cash and credit totals

I am running the Sales Summary to reconcile items.  I love how it is able to be exported to excel (grant it through numbers by that's fine). 

 

What I don't like is each row that shows up on the report does not download.  Below Total Collected, the report lists the following rows which do not download: Cash, Card, Gift Card, Other.  When downloaded the report jumps from Total Collected to Fees.

 

What am I doing wrong?  I want to have the breakdown, in excel, between cash and card for each day.

TIA

 

  

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Square Community Moderator

Welcome back to the Community, @Bodacious

 

You aren't doing anything wrong - this is how that particular report is downloaded. If you want more detail, look into download the transaction history for that time period instead. 

 

It's a similar process to the Sales Report. 

 

Please let me know if you have any other questions. 

Kassi
Community Moderator, Square
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Square Champion

The only problem with that report is that it breaks down every transaction and does not display it as a daily summary.  I would love a report that was a CSV file that showed:

 

Total Sales:

Cash Sales:

Credit card sales:

Fee:

Taxes:

Deposit amount:

 

 

But no report has these that can be downloaded.

The report you tell us about lists EVERY transaction for a day.  

The Summary report is available right on the Square dashboard as SALES SUMMARY and shows export but as stated does not export what is displayed.....Why ????

 

 

Keith
Owner
Pocono Candle

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