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Transaction Reports with Multiple Payment Types But Not All
Can I create a transactions report that filters on all payments except cash? In other words, I want to select multiple payment types, but not all of them. How do I do that?
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You can choose Payments then but a blue mark in all the payments 1 by 1 except Cash to keep the cash sales from displaying.
I thought before I could choose multiple Payment types and not just select 1 payment type in the reports, unless I was exporting it and filtering it with Excel.
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Pocono Candle
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Goto your Square Dashboard-Reports-Payment Methods.
The below link should take you there. I also Download my Square Transactions in excel or to Google Sheets and the insert-Pivot Table.
I insert the pivot table to a new sheet in the current workbook and then you can add or subtract your filters quickly.
https://squareup.com/dashboard/sales/reports/payment-methods
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Pocono Candle
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The other comments I made were with the Transaction reports since you said that in your comments.
Under Reports in your Dashboard you can also look at Payment Methods.
https://squareup.com/dashboard/sales/reports/payment-methods
Dashboard > Reports > Reports > Payment Methods Here you can filter by :
Owner
Pocono Candle
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Square Support Number 855-700-6000.
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