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Transaction report with daily cahrges fees client info

I need a daily report that shows transactions sales, fees, client info etc.  I know there is one but I can't get to it. I spend several hours finding it every month but can never duplicate how I got to it.  I would think this is a report many people would want/need

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@apittman722 ;

I am not sure if you using an app or the Square Dashboard website.

On Website from Home page you can down load your Transactions for a date or date range.  You would probably want the Transactions Details csv down load.

If you are just looking for a Summary of your Daily Sales without the customers name and sepperate transactions this would be the Sales Summary report on the Dashboard.

 

Both of these can be viewed on your app by tapping More in the bottom right then tapping Reports or Transactions.  The Transactions in the app will show all transactions for the current day or dates you select.  If you tap a transaction you can see more about each transaction like items sold, tax, customer name if available and at the bottom for you you can see the fees for this transaction.

 

Now in the Reports Section you can make a custom report or reports to easily see it again.

Here is more information about Custom Reports : 6104-creating-custom-reports-in-the-online-dashboard 

Keith
Owner
Pocono Candle

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