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Accessing team members activity logs

As a team leader I need to access my team members transaction logs to track sales and fees but cannot figure out how to do that.

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Hello @LilPrince !

 

You can customize reporting to each individual team member on the Reports tab of the Dashboard.

 

Click on the Display By dropdown on the Sales Summary report screen. Choose Team Member (collected by). Now, below the graphs, you'll see each team member who had a sale in that time period plus a total. If you look at the headers to that chart, you'll see a + in the upper right. Click on that and you can add metrics, including Fees. Other reports can be calibrated the same way.

 

Hope this helps!

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!

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Square Champion

Best Answer

Hello @LilPrince !

 

You can customize reporting to each individual team member on the Reports tab of the Dashboard.

 

Click on the Display By dropdown on the Sales Summary report screen. Choose Team Member (collected by). Now, below the graphs, you'll see each team member who had a sale in that time period plus a total. If you look at the headers to that chart, you'll see a + in the upper right. Click on that and you can add metrics, including Fees. Other reports can be calibrated the same way.

 

Hope this helps!

Ryan Wanner
Golden Pine Coffee Roasters
Colorado Springs, CO, USA

Square Champion: I know stuff.
Beta Tester: I break stuff.
he/him/hey you/coffee guy/whatever.

Happy Selling!
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