How to view and customize reports with Square Register

Follow step-by-step instructions on viewing and customizing reports with Square Register.

TRANSCRIPT

Every sale you make with Square Register is tracked in real time in your Square Dashboard.

Your Square Dashboard home page gives you a quick snapshot of your sales for the day. See which item is selling best, how your customers are paying, and who’s coming in.

Dive deeper into any of these sections by clicking a tile. For any of these sections, you can change the time period, and look at the past week, month, or year.

You can also compare sales within a set date range. Click Summary, Daily, Weekly, or Monthly. Scroll down to view a sales summary comparison.

To drill down even further, click Advanced Options and select one or more filters and display options to apply to your report, like sales by location. Click each row to see more details.

Click Export to download a CSV file to your computer, which you can use in other software.