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Feature Request: More detail in the Payment Method Report.

On the mobile app I use "check" and "other" as two separate payment types when ringing up transactions. I need to see these as separate payment types when looking at reports under dashboard, but it seems they are both being lumped under "other". How do I make a report where they are pulled apart? 

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Hello @shadygrovefarm, welcome to the Seller Community! 

 

This is a great question, I actually had to reach out to a specialist to get an answer. Currently, check payments will be grouped under "Other" on the Square Dashboard. We're collecting feedback from sellers requesting a more granular Payment Method Report

 

I've gone ahead and moved your thread to the Idea Exchange board of the Seller Community. From here we can track feedback from other sellers making this request. 😀

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Best Answer

Hello @shadygrovefarm, welcome to the Seller Community! 

 

This is a great question, I actually had to reach out to a specialist to get an answer. Currently, check payments will be grouped under "Other" on the Square Dashboard. We're collecting feedback from sellers requesting a more granular Payment Method Report

 

I've gone ahead and moved your thread to the Idea Exchange board of the Seller Community. From here we can track feedback from other sellers making this request. 😀

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I'm having the same problem.  I need to see "checks" separate from the rest of the "other" payments.

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Square Community Moderator

Hi there, @LaurieDragonfly 👋 Thanks for reaching out.

 

At this time, there is no way to distinguish checks from other payment types categorized under 'other' in terms of reporting. I am happy to continue to pass this along to our Product Teams for visibility.

 

Thanks, again! 

 

Joe
Community Moderator, Square
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I need this too.

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I really need to be able to do this, and further break down "other."  We offer a business credit card that has to be run online through Synchrony and I would like to be able to see more customized options on the terminal as well as in reporting.  We also have net 30 accounts and I would love to be able to choose "payment on account" or "AE Credit" vs just "other."  

 

Thank you!!

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Hello - are there any updates to the payment detail report? The "Other" category in my report currently shows zeros where there should be totals for checks and other Gift Certificates. I am trying to get to this data and having a very hard time figuring out how to see how many paper gift certificates we have redeemed over time. Thanks for any help!

 

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I need this as well. Please make this feature available.  

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