1 Best Answer
No problem @SAC1! Here's how to add category sales to a custom report:
- Sign in to your online Square Dashboard and navigate to the Reports section.
- From the menu on the left select Custom Reports > then click Create New Report in the top right.
- Enter a name for your report (if you don't, the title of the report will default to 'My Report).
- Scroll down and click Add Report.
- Click Category Sales > use Filter/Display By/Edit Colums to make any changes.
- If you'd like to remove the Sales Summary from this custom report click the X in on the right-hand side of the Sales Summary section.
- Click Save Report (top right) to save your changes.
Once you've set up your report it will look something like this! You can use the filters at the top to change the date range / time / location. If you need to make changes to your report click Edit.
Hope this helps! 🙂
