Which of the following best summarizes how the use of a credit card for purchases?

Reports Available OnlineView and Download Your Sales Summaries and FeesDownload Your Transactions History

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Discover new insights about your business with Square’s analytics and advanced reporting options, and export your data to add it to your records. To get started, visit Reports in your online Square Dashboard.

Reports Available Online

Reports Available OnlineReport SummariesSales SummaryA general overview of sales from a given time period. The report includes itemisation metrics like gross sales, refunds, net sales, discounts, tips and taxes. It also includes payment metrics like total collected (revenue by tender type) and fees.Sales TrendsCompares your daily, weekly and yearly gross sales.Payment MethodsA summary of the total collected and any associated fees from credit, debit and gift cards and any other tender types.Item SalesShows details for all items sold including gross sales, net sales, SKUs, discounts and total sold. Use advanced reporting options to display item sales by device, employee or payment method. Note: Click an item in your report to see an item drilldown – specific sales info on that item and all its variations.Category SaleAn overview of top grossing categories and the number of items sold within each category.Team Member SalesIf you’re subscribed to Team Plus, show sales per employee, tips, average sale size and turnover per labour hour.Labour vs SalesIf you’re subscribed to Team Plus, track wages and see how your labour cost compares to sales.DiscountsA list of the top used discounts and total discount amounts collected.Modifier SalesA list of the top used modifiers in a given time period.CompsA list of transactions with comped items.VoidsA list of transactions with voided items.TaxesAn overview of how your tax rates are being used in a given time period, including taxable and non-taxable sales. You’ll need to create items with applied tax rates to track “taxable” sales in your reports. Note: “Taxable sales” may not add up to the “total” tax collected because some sales and items may have multiple tax rates applied.Transaction StatusA list of any unprocessed transactions – declined cards, cancelled payments and other uncompleted transactions.Gift CardsTracks everything related to your Square gift card activity.TransactionsA list of individual transactions and transaction details from a given time period. Find this report in Transactions in your online Square Dashboard.BalanceA list of individual transfers and the payments included in each transfer, along with your entire transfer history. View this report in Balance in your online Square Dashboard.DisputesView, manage and get updates on any disputes you may receive.Cash DrawersTracks individual cash drawer sessions and your full cash drawer history.Activity LogTracks sensitive actions taken by your team – such as processed refunds, updates to item inventory, comps/voids and discounts.

You also have the option to view some of these reports in the Square Point of Sale app on your mobile device.

View and Download Your Sales Summaries and Fees

1. Navigate to Reports in your online Square Dashboard.

2. Use the date-selector to refine a date range, then select a report to view. Note: Click the middle of the date-selector to see a full calendar view.

   

3. Select All Day or Custom to specify a time period for your report in hours.

   

4. To compare sales within the set date range by day, week, or month, click Summary > Daily, Weekly or Monthly. Scroll down to view a sales summary comparison.

   

5. Select All Locations or manually choose locations to review.

6. Click Export to download a CSV file to your computer, which you can open using Microsoft Excel or another common spreadsheet program or financial software.

You can also connect to accounting and reporting services from the Square App Marketplace.

Download Your Transactions History

To see individual transactions from a specific time period, visit Transactions in your online Square Dashboard and follow steps 2-5 from the section above.

You can analyze PivotTable data in many ways, including sorting to quickly see trends. We’ll also look at how to filter, summarize and calculate your data.

You can analyze PivotTable data in many ways.

One of the most common ways is sorting, it helps you quickly see trends in your data.

Right-click a value, such as the Grand Total for the Arts & Photography genre, point to Sort, click Sort Largest to Smallest, and the Genres are sorted from the largest to smallest Grand Total Sales amounts.

On the Quick Access Toolbar, click Undo, to undo the sort.

You can also filter your PivotTable. It helps you focus on the data you want to analyze.

Click the down-arrow next to Row Labels. Since we clicked the down-arrow for a label, point to Label Filters.

Click an option, such as Begins With. Type your criteria, such as the letter c, and click OK. And only genres of books that start with "c" are displayed.

To remove the filter, click the down arrow again, it now looks like a funnel because a filter is applied. And click Clear Filter from "Genre".

Slicers are one of the best ways to filter your PivotTable data.

For information about using slicers, see the 4th video in this course-- Use slicers, timelines, and PivotCharts to analyze your PivotTable data.

To view only the items in your PivotTable that you want, you can select the cells that contain the items.

These can be text or dates under Row Labels. You can't use numbers.

Right-click them (Genres in this example), point to Filter, click Keep Only Selected Items, and only the selected Genres are displayed.

To show only the three genres with the highest Grand Totals, right-click a Genre, point to Filter, click Top 10-- I know, clicking Top 10 to see the Top 3 doesn't seem to make sense, but look.

Change 10 to 3, click OK, and the top three genres are displayed.

Until now, the values in the PivotTable have been displayed as the sum of the Sales Amount field, but you can use other functions.

For example, right-click a cell in the Grand Total column, point to Show Values As (there are a lot of options, such as % of Row Total and % of Column Total). Pick an option (such as % of Grand Total), and you can see that Arts & Photography represents a little over 10% of Sales and how each store contributes to that figure.

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