Building a CEO Dashboard - Running into issues

[StevenCheech]

Hello,

I am working on a custom dashboard to display KPI's unique to my business, and we're running into some inconsistencies in the reports we pull in Square, and the data we pull to replicate it via the Square developer program. 

For instance, I will pull a sales report in Square Reports or on the Square Dashboard app for month-over-month sales to see gross sales growth (a simple request), and when I pull the same date range into our new custom dashboard as a fixed KPI, the number is off by thousands of dollars. 

We have been working on pulling sales data from Square using both the Orders and Payments tables via the API. The goal is to replicate the gross sales and net sales figures that appear in the Square Dashboard — but we are running into inconsistencies.

From what I can tell, the Orders table seems to be the right place to get detailed breakdowns (line items, discounts, taxes, etc.), but I’m unclear on which fields actually define gross vs. net sales, especially when values like gross_sales_money aren’t always present in transactions. 

Overall there seems to be inconsistencies in the developer API, and we're looking to get some wisdom from the square team.

[Donnie-M]

@StevenCheech just a 2c on the gross_sales_money field.  From I have encountered through zapier is to see if it is a transaction with discounts or not.  The net sales figures aren't what I would call true net sales figures (sales after all fees etc).

For the reporting, there are the reporting hours, and end of day settings, that may be affecting what you see.  From a pure data point of view, the raw transaction data/orders will be midnight to midnight, but I know on the dashboard, there is an end of day that can move transactions to the next day.

May not be any help at all, but just what I have observed.  I would try pulling some data with the new AI feature, and see what you get there also.