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Is there a way to view a report of subcategories? I'm happy with my top-tier 'reporting' categories for my basic category reports. I would like, sometimes, to dig down deeper, and look at metrics of subcategories. Any chance this feature is coming? Would be a great way to take advantage of subcategories!
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As I am only another Square user I am not sure if Square will be coming out with a way to get reports by Subcategories.
I just tried downloading my Transactions csv files and those only show Category. The category here is the Reporting category. I was hoping I could see the Subcategories to tell you to use a csv file and pivot tables. This also does not work.
The only thing I can suggest is look in your accounting software and see if you can have Items- category- sub category there.
In my QBs file I can have Item and also have custom Fields. So when I sold an item by UPC for example I could have it in a category and also a subcategory. Then in my Quickbooks I could get reports by or export the report to a csv file. Currently I have these custom fields as Square Token so I can update the correct item(s) in Square. I was using QBs Desktop till I lost the Bank Feeds because of end of service and them pushing Online accounting.
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Pocono Candle
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As I am only another Square user I am not sure if Square will be coming out with a way to get reports by Subcategories.
I just tried downloading my Transactions csv files and those only show Category. The category here is the Reporting category. I was hoping I could see the Subcategories to tell you to use a csv file and pivot tables. This also does not work.
The only thing I can suggest is look in your accounting software and see if you can have Items- category- sub category there.
In my QBs file I can have Item and also have custom Fields. So when I sold an item by UPC for example I could have it in a category and also a subcategory. Then in my Quickbooks I could get reports by or export the report to a csv file. Currently I have these custom fields as Square Token so I can update the correct item(s) in Square. I was using QBs Desktop till I lost the Bank Feeds because of end of service and them pushing Online accounting.
Owner
Pocono Candle
Mark as Best Answer if this Helped you solve an issue or give it a thumbs up if you like the answer.
Square Support Number 855-700-6000.
Make Sure App and OS is up to date on your Device.
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I would love to see this option as well!
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this would be a great feature and would like it to be added.