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Daily email OVERVIEW report?
Is it possible to receive an email daily that shows the OVERVIEW (invoices, balances, outstanding estimates, etc.) ... as a means of having a daily list of the state of things?
Or do I only have the option of logging in and viewing online or in mobile app?
If there's an API I may just write my own process / app that performs this.
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Hey @aamaker and congrats on your first post!
There's not a way to change what you receive in your daily emails but all the information you're looking for here is easily accessible on your online Dashboard.
I'm not familiar with any APIs that could do this for you but I'm happy to pass along the request to our Product Team.
Community Moderator, Square
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Thanks for the reply. After thinking about it more, the mobile app OVERVIEW 'page' works perfectly for what I need.
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I am disappointed that the daily emails changed and no longer include the amount paid by cc and the amount paid by cash. Although that may be on the dashboard it is more transparent of Square to include it in the daily email report. At least give me the option of whether to include it or not.
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