Set up analytics and reporting

Take payments with Square Virtual Terminal, manage your inventory, create customer promotions, book appointments, and more.

• Sellers with the reports permission to view sales reports can set up reporting hours. Sellers with the account and settings permission to configure hardware can edit device names. Only account owners can set up email notifications. Set permissions in Square Dashboard.

About analytics and reporting

Square analytics and reporting provides a range of insights about your sales and business to help guide operations.

These reports are available to all Square sellers, and all can be viewed from the Square Dashboard:

• Sales summary, sales trends, and payment methods
• Item sales, category, and modifier sales
• Discounts, comps, and voids
• Tax, fees, and service charges
• Transaction status for unprocessed and uncompleted transactions
• Transaction history
• Gift cards
• Custom report
• Dispute
• Cash drawers

If you are using the Square POS app, you can only view:

• Transaction history
• Sales summary
• Gift cards overview
• Disputes

These reports are available to Square sellers with specific subscriptions:

• Square for Restaurants Plus or Premium: Section sales reports and category rollup reports
• Square Staff: Team sales reports, and Labor vs sales reports
• Square KDS: Kitchen performance reports
• Square Appointments: Appointments reports
• Square for Retail: Inventory reports
• Square Online: Square Online reports

Before you begin

To get the most value out of your reporting features, we recommend completing basic setup tasks, such as creating items, categories, modifiers, discounts, taxes or service charges.

If you update the name of an item, category, modifier, discount, tax or service charge, it will be recognized as a separate entry in reporting.

To set up analytics and reporting, you’ll need to have access to your Square Dashboard.

Step 1: Set up reporting hours

​​You can set up multiple custom time ranges to best represent your business hours. Once complete, you can filter reports based on the set reporting hours.

1. Sign in to your Square Dashboard and click >Reports >Settings.
2. Select Reporting hours >Add reporting hours.
3. Enter the Hour set name and choose a Timezone.
4. Enter the Start time and End time. The start time will determine the calendar day that sales will be attributed to.
5. Once complete, click Save to add the reporting hours.

Step 2: Set up tracking by device

To distinguish between multiple devices accepting payments with one Square account, you can give a unique name to each mobile device.

After assigning a device name, the device name will be shown:

• In Reports: Use the Display By and Filter By options and click Device you’d like to view for each report. You can also see which device accepted each payment by downloading your transactions as a CSV file.
• In Transactions: You can see which device accepted each payment by downloading your transactions as a CSV file.