Data exporting to Excel and similar or a scheduled export
Status:
NewSubmitted byphilip-lon11-12-202205:04 AM
Hi,
Would it be possible to have information shared with google sheets, excel or numbers? Or as another option to have the ability to schedule emailed csv exports of reports?
Hey @philip-l! Thanks for your post, this is a great question.
You can turn on email notifications to receive a Monthly and Yearly Sales Summary Report in your Account & Settings of your Square Dashboard. Just bear in mind that these are just summaries of your sales, and might not include the granular information that you're looking for.
While auto-emailing advanced reports aren't available just yet, you can still manually export detailed reports directly from your Square Dashboard, in your reports tab. To do so:
Use the date-selector to refine a date range, then select a report to view. Note: Click the middle of the date selector to see a full calendar view. This image shows how to set a date range for your report by clicking the middle of the date selector tool.
Select All Day or Custom to specify a time period for your report in hours. A view of the fields (when All Day is clicked) to set a custom time frame in hours.
To compare sales within the set date range by day, week, or month, click Summary > Daily, Weekly or Monthly. Scroll down to view a sales summary comparison.
Select All Locations or manually choose locations to review.
Click Export to download a CSV file to your computer, which you can open using Microsoft Excel or another common spreadsheet program or financial software.
I think having automated reporting emails that are customizable is a great idea though! I'll be sure to pass this post on to our product team for better visibility.
Thanks for the reply, I found the problem is to do with the page, it needs to been full screen for the options to show, seems it's a known problem, surprised I've not had it before.
I create reports and Xero imports using various reports that I recreate the upload file from, I have tried integration apps but the information isn't imported in a useful format for me and I had to reverse the imports and redo them.
