x

How do I print a detailed report for daily transactions?

The title of this thread has been updated from "looking for printable report that includes Card holder, Date/Time and Receipt number-HELP!".

 

Looking for a daily printable report that includes:    Card Holders

                                                                                               Date/Time

                                                                                               Receipt Number

                                                                                               Amount of Sale

Any help would be appreciated!

 

1,944 Views
Message 1 of 12
Report
11 REPLIES 11
Alumni

Hey @lindae

 

You can find the report you're looking for within the Transactions tab of your Dashboard. You would just need to set the date range to "Today" or whichever specific date you're looking for and press Export > Transactions CSV. Once exported, you can open it in your preferred spreadsheet software and print.

 

Let me know if you have any further questions!

Puka - She/They
Seller Community UX Designer
1,927 Views
Message 2 of 12
Report

Is there any way to get a Daily Transaction Report via email at, say, the end of every day?

1,642 Views
Message 3 of 12
Report
Alumni

Not a daily Transactions report but you can set up your email preferences to send a Sales Summary at the end of the day. 

 

@sdimbert

Justin
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
1,630 Views
Message 4 of 12
Report

Justin,

 

Thanks for the response. I know about the Sales Summary... but that's not good enough. I am looking for a detailed transaction report... and I want it to go to someone else (not me) every single day.

1,629 Views
Message 5 of 12
Report
Alumni

Yeah, you'll have to export that report manually from the Transactions tab of Dashboard, then email it as an attachment.

 

@sdimbert

Justin
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
1,627 Views
Message 6 of 12
Report

Every day? Manually?

 

This is what computers are for. That's ridiculous.

1,626 Views
Message 7 of 12
Report
Alumni

@sdimbert yes - everyday, manually.  Or you can add them as a team member with their own login and give them access to Reports

Justin
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
1,622 Views
Message 8 of 12
Report
Admin

Hello @Leesmom79! I moved your post into this thread so you can read Sean's Best Answer with the steps to see your fees for last year. 😀

️ Helen
Seller Community Manager

Did you find help in the Seller Community? Mark a Best Answer to help others.
1,907 Views
Message 9 of 12
Report

I would like the report  as it appears in my dashboard. it will only print one page though. any way torrent all fo them? 

1,727 Views
Message 10 of 12
Report
Admin

Hi @cherylholz! You might need to take a few screen captures of your Dashboard (depending on how many transactions there are), and then print them out that way. They'll save to your computer and you can print however many copies that you need.

Bea_
Beta Community Manager, Square
Join the Beta Community
Evaluate | Influence | Engage
1,661 Views
Message 11 of 12
Report

Thanks- a do-able workaround.... thought I would be able to print it out tho! 

1,654 Views
Message 12 of 12
Report