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Need one daily report that details sales, fees, loan payment, savings etc. Where can this be found?
Need one daily report that details sales, fees, loan payment, savings etc.
I can see the daily balance transfer but it only show sales, fees and net sales. Need line details showing capital loan payment, square savings xfer, square checking xfer etc.
Daily transaction do not provide the detail. Currently, I have to review Balalnce transfer and loan and savings etc to view activity
please help!
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Hello @rainiermeats and thanks for your question. Here is a post about creating a custom report in your Square Dashboard. I don't believe though that it's possible to have a report that combines all of those categories you're looking to do. I think the Loan and Savings and Checking reports are all kept separate. In addition to the Sales Summary, it looks like the only options to add to the report are the following:
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