End of Day Category Reports

[kcoombes0]

The title of this thread has been edited by a Square Moderator from the original: End of day reconciliation

I noticed this was posted one other time but I feel my issue is slightly, but similar, different. 

We have 2 POS machines in one location. Admissions and Giftshop. Each product is added to a category (admissions, Giftshop, concerts, donations are the parent categories). For reconciliation purposes I need to know the sales for each category - the fees for that category. Currently I'm mainly searching through transactions but this isn't long term. 

So I need help. Currently we use the admissions pos purely for admissions. The Giftshop has Giftshop, concerts and donations. We do a cash slip form everyday to say X pos made X sales. But we need the category sales minus the fees. Solution? 

[Sammie_C]

Hi @kcoombes0, thank you for your question!

Within your Reports on your Square Dashboard, you should be able to view this information by category. 

To do so, please follow these steps:

1. Sign in to Square Dashboard and go to Reports > Sales > Category sales.

2. Use the date selector tool to refine a date range and select the relevant filters to view your report.

I hope this helps. If not, please let me know if you would like me to take another look!

[kcoombes0]

Category sales doesn't tell me the fees per that category. I need to be able to see the true net collected amount. 

Net sales on square is very flip flop, sometimes it is a true net sales sometimes its not. 

[Sammie_C]

I understand, @kcoombes0. I'm sorry that my initial suggestion wasn't able to help you. I checked with our Reporting team and they said that to access the fee information, you can group it by device within your Sales Summary.

Here are some steps on how to access your Sales Summary (Step 4d explains how to group by device):

1. Sign in to Square Dashboard and go to Reports > Sales summary.
2. Use the date selector tool to refine a date range and select the relevant filters to view your report.
3. Choose your metric to base your sales summary view on.
4. Select (⋮) or select each filter to set your controls:
   a. Report type: Choose to summarize by group, hour, or day. You can also set individual increments by hours, days, weeks, or months.
   b. Locations: Select a location to only show data associated with the location you’ve created or select All locations.
   c. View: Select the Gauge (Line) graph or Bar group view that best suits your data and preferences.
   d. Group metric by: Groupings are used to organize and display your data within your report. You can select one grouping by none, location, device, device nickname, source, channel, or collected by.
   e. Filter by: You can apply one or more filters to narrow the focus of your report. Choose between timeframe, channel, device, device nickname, source, or collected by.

I hope this is more what you are looking for. If not, please let me know.