[Improvement] Sort Retail vs Services Sales (and more!) using Category Rollups

[tranguyen]

Hi Sellers! 👋

We’ve recently brought the Category Rollups feature that used to only be available to Square for Restaurants users over to Square Appointments Plus and Premium subscribers. This unlocks a bunch of cool opportunities for beauty sellers so I wanted to take a second to highlight one way to use it that should help alleviate a common request I’ve heard from sellers — the ability to split your category or item sales reports by retail sales vs service sales when you already have other categories being used. 

In order to try this out: 

• Go to your category sales report by going to your Dashboard > Reports > Category Sales
• Click the Rollups button
• Name your first Rollup “retail” (or whatever else you want to call it)
• Select all of your categories that contain retail items
• If you don’t already have categories for all of your items and services you may need to create those categories which you can do here
• Click Create a Category Rollup
• Repeat this process naming your second rollup “services” (or whatever else you want to call it)
• Now you can filter and arrange data on the category sales report and item sales report by your new Retail and Services category rollups. 
• Let us know in the comments if you have any feedback related to this, or if there is another appointments/beauty specific report or reporting feature you’d love to see us work on.