Square Champion

Is there a Square Report that shows Fulfillment Method for Square Online orders?

We recently launched Local Delivery on our Square Online website. I'd like to be able to view sales reports, sorted or filtered by fulfillment method (for us: Pick-Up, Shipping, Local Delivery). Is there any way to do this? Or some workaround? I've tried all the avenues I can think of, including downloading all orders and filtering (that downloaded orders CSV is really confusing). Any advice out there?

Tend Greenpoint
853 Views
Message 1 of 7
Report
1 Solution
Square Champion

Solution

Hey there @JoeTend.. So, I think what you are looking for is located here -- web dashboard > Payments & invoices > Orders > All orders.  

 

  • Click on the Completed tab.  
  • Choose the date range.  
  • From here you can use the "Type" filter button to see orders for any fulfillment type.  

 

  • You can also download a CSV, though honestly I'm not a big fan of the new order export CSV functionality as it breaks orders down into separate files by month (or something, as I recall).  You could possibly export using the "legacy" export option, but that one takes FOREVER!

Anyway, I think that report should get you the information you need.  FYI, I fired up Square AI and tried to do an ad hoc report on fulfillment type.  I don't think the LLM has been trained on that area of Square yet, though.  The returned information didn't have enough detail, which usually means untrained.

 

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!

View Solution >

771 Views
Message 4 of 7
Report
6 REPLIES 6
Alumni

Hey @JoeTend – I can definitely see how a report like this would be helpful. I was exploring the Dashboard and came across some online reports. Since I don’t have orders or anything set up on my demo account, I can’t fully tell if this option would give exactly what you need.

 

Outside of that, I’m not seeing any reporting that provides this information, which means it would be considered a feature request. You’re welcome to share your thoughts on the feature request board so our team can see them.

 

I’m happy to help if you need anything else!

MayaP
Square Community Moderator
Sign in and click Mark as Best Answer if my reply answers your question
840 Views
Message 2 of 7
Report
Square Champion

Hi @MayaP. Thanks.Very familiar with the current online reports and the feature request form. Definitely looking to see how others who may be in the same boat handle the situation.

Tend Greenpoint
774 Views
Message 3 of 7
Report
Square Champion

Solution

Hey there @JoeTend.. So, I think what you are looking for is located here -- web dashboard > Payments & invoices > Orders > All orders.  

 

  • Click on the Completed tab.  
  • Choose the date range.  
  • From here you can use the "Type" filter button to see orders for any fulfillment type.  

 

  • You can also download a CSV, though honestly I'm not a big fan of the new order export CSV functionality as it breaks orders down into separate files by month (or something, as I recall).  You could possibly export using the "legacy" export option, but that one takes FOREVER!

Anyway, I think that report should get you the information you need.  FYI, I fired up Square AI and tried to do an ad hoc report on fulfillment type.  I don't think the LLM has been trained on that area of Square yet, though.  The returned information didn't have enough detail, which usually means untrained.

 

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
772 Views
Message 4 of 7
Report
Square Champion

hi @TheRealChipA ! Thank so much for this. For some reason I wasn't seeing the "Type" dropdown (too many dropdowns!) on that screen. Thanks for making me open my eyes. LOL. This will absolutely help as a workaround until there is better reporting. (Note on CSV -- I tried pulling that last week to accomplish this task and found the report to be so confusing -- way too many lines, missing information, etc. Agreed that it needs work!).

Tend Greenpoint
760 Views
Message 5 of 7
Report
Alumni

I'm glad you have a workaround for now. If you need anything else please let me know! 😊

MayaP
Square Community Moderator
Sign in and click Mark as Best Answer if my reply answers your question
754 Views
Message 6 of 7
Report
Alumni

Thanks for sharing! @TheRealChipA 

MayaP
Square Community Moderator
Sign in and click Mark as Best Answer if my reply answers your question
754 Views
Message 7 of 7
Report