How to get to monthly report?

[Jerry12]

How to get monthly report?

[GlassJudy · Accepted solution]

From your PC's Dashboard, navigate to the Reports section, select the report you want, and set the date range selector to the time period you want the report for:

[maryleelabay]

I can get a list of my transactions for the month, but how do I get that into a PDF or other useable document that I can send to my bookkeeper? 

Why can't Squareup just create professional statements like a bank or Paypal or any other service? This seems way too complicated for this level of business.

[maryleelabay]

Nevermind - found it....finally. Go to export, download itemized CSV.

[smeenana]

I see this report but what I want is an end of month statement. I need to see sales and fees. Are they any monthly fees aside from the 2.6%+.10?

[Arie]

Hey @smeenana,

Thanks for writing in, I noticed it's your first post, welcome to our community 😊

There's no monthly account keeping fees outside the card processing fees. We have software subscriptions available, such as Square for Retail, which are optional. If you've got a subscription, you can see a summary in your Dashboard under Account & Settings > Business > Pricing & Subscriptions. The Sales summary report will show you both sales, and fees, for the time frame of the report- please let us know if you've got trouble seeing these details on the report, and we'd be happy to dig in a bit deeper! 

[Themancave]

How do I get a report on my gross and net sales broke down to see my profits on my sales for a year or a month or a day and maybe also include the items I have sold with the cost of item and gross sales.

[ashc]

Hi @Themancave! Welcome to the Seller Community.

It looks like there's a few pages of posts with this same question so I merged your post to one of them that has the answer.

Check out @GlassJudy's post above about how to view sales reports on the Dashboard!

In the future- don't hesitate to search your question within the Community or Support Center to make sure you get your answer as fast as possible!

[backforlife]

It has taken me over an hour I am very frustrated.   I would like a list of all charges and amounts for the month like everyone else 

[Joe]

Hi there, @backforlife 👋 Thanks for reaching out to us here on the Seller Community!

So sorry to hear about the frustration, here. We can help! I believe you are looking for the Sales Summary report, which is most easily accessible from your Online Dashboard.

Here is a step-by-step guide on how to access this report.

Let us know if anything else comes up! We are here to help.