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Understanding Square reports: How to view items sold with deposit details
The title of this thread has been edited from the original: Understanding Square reports
I'm having trouble understanding the square reports... Or, getting the reports I want to see.
I'm looking for a report that shows me how much money was deposited. I want to sort it based on the items I've sold.
I thought I was close with item sales in report builder. But it's showing Gross as the same amount as net. Shouldn't net be showing me Gross minus fees? I don't understand why the columns are the same in the report.
https://www.dropbox.com/s/s7z01a92eqmnwjm/net-vs-gross.jpg?dl=0
How do I get a report to show me how much money was deposted that I can sort based on item sales?
Thanks!
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Found a CSV file I can use. This will work...
But I still don't understand the point of that other report. Or why there isn't an option to add the deposited amount in report builder. It would be super handy.
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Hello @JLEPTA! Have you looked at the Deposits Report? It has the details of your deposits, as well as a breakdown of the transactions included in each deposit. Hope this helps!
Seller Community Manager
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Thanks Helen,
I only see day by day... And when I download the csv file for the complete date range, it doesn't include the item sold. That was actually the first report I tried to download!
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Oh yes, you're right! Sorry about that. The purpose of including a transaction list in the Deposits report is in case you take a payment after your close of day (the default is 5 p.m. PT/8 p.m. ET). Any transaction taken after you close of day is included in your next deposit. So this report is a way to see exactly which payments are included in each deposit.
But I agree it would be handy to see the item name in that report. I'll share this thought with the Reporting team. In the meantime I hope the Item Sales report is useful!
Seller Community Manager
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