How can get a report of item sales per sale per day

[SWmanager]

I can get a report of item sales per day total.  I need the total sale broken down to individual sale within the total.

[TheRealChipA · Accepted solution]

Hi there @SWmanager.. Assuming that I am understand your question above, the easiest way I know of is to go to your web dashboard > Reports > Sales > Sales Summary.  Choose your date range to see the summary report.

Under Gross sales/Items you'll see "xx transactions."  That is a hot link you can click on to display a report of each transaction.  You can even drill down further into transactions to see transaction details.

And, if I misunderstood your question, please clarify for me and I'll try again.

[TheRealChipA · Accepted solution]

Hi there @SWmanager.. Assuming that I am understand your question above, the easiest way I know of is to go to your web dashboard > Reports > Sales > Sales Summary.  Choose your date range to see the summary report.

Under Gross sales/Items you'll see "xx transactions."  That is a hot link you can click on to display a report of each transaction.  You can even drill down further into transactions to see transaction details.

And, if I misunderstood your question, please clarify for me and I'll try again.

[TheRealChipA · Accepted solution]

@SWmanager If you are looking for a list of ITEMS sold, however, go to your web dashboard > Reports > Sales > Item Sales

[SWmanager]

Thank you, I will give it a try.   To clarify: we are a non profit and when one of our clients donates I simply put the donation in as an item of the sale.   Now I need to go back and open the sale of the day and extract the donation amount of that client to tabulate how much they donated throughout the year.

[TheRealChipA]

@SWmanager Ah.  Honestly, Square makes it difficult to determine amounts spent by customer over a period.  If you are recording/attaching customer information to transactions, your best bet here would be to download a transaction CSV for the period in question.  Then import that to a spreadsheet and make a pivot table to summarize donations by customer.  Just a thought.  Otherwise, what you are trying to do is a highly manual process at the moment.  Even Square AI recognizes the limitations of the data sets.

[SWmanager]

Thank you, I am finding it to be spreadsheet headache but I am getting there.

[Summer2024]

Thanks for jumping in here @TheRealChipA ! @SWmanager Please let us know if you have any other questions.