Solved: Re: Is there a way to pull a report for every Mond... - Page 3

TPT_Amanda · ‎05-02-2017

I'm trying to determine hours I should be open on Monday's in 2017 based on time of day of sales on Monday's in 2016. Is there a way I can drill the report down to only show me aggregate info on Monday's in 2016? Currently I get time of day of sales averaged for the entire week, for the entire year. I'd like it to be just a little more specific if possible.

amberdarland · ‎04-30-2020

We played with it a little and found a way to pull the info that we wanted. It's not easy, but if you have someone that knows Excel you can get it out.

Instead of going to the "Reports" section of your dashboard, go to the "Transactions" section. We pulled info for all of 2019, all day, all payment methods, Payments only (not refunds), completed payments, from the location we wanted (we have multiple locations), and from the POS only (not invoice payments).

We were able to export the raw data as a csv into Excel, and then create a pivot table to organize the data by day, by hour. Now we have graphs showing both number of transactions by hour as well as dollar amounts for every Sunday in 2019, Monday, etc.

We got all the data we needed, but it wasn't necessarily easy if you don't know excel that well.

View Best Answer >

GlassJudy · ‎07-31-2019

You'll have to manually calculate the averages, but if you navigate from your Dashboard > Reports > Sales Summary, then set the date range to whatever period you're interested in, you'll get a report just under the main graph that breaks the sales out by day during that period. Hovering over the bar for each day will bring up the total of that day's sales for the period. Divide the total sales by the number of weeks in your period for the average.

A quick search didn't bring up any way to automate this, but it would be very simple for Square to do. There may be other ways to do this in Square, but this is the best one I found.

Judy T Shumway

View Best Answer >

amberdarland · ‎04-30-2020

We played with it a little and found a way to pull the info that we wanted. It's not easy, but if you have someone that knows Excel you can get it out.

Instead of going to the "Reports" section of your dashboard, go to the "Transactions" section. We pulled info for all of 2019, all day, all payment methods, Payments only (not refunds), completed payments, from the location we wanted (we have multiple locations), and from the POS only (not invoice payments).

We were able to export the raw data as a csv into Excel, and then create a pivot table to organize the data by day, by hour. Now we have graphs showing both number of transactions by hour as well as dollar amounts for every Sunday in 2019, Monday, etc.

We got all the data we needed, but it wasn't necessarily easy if you don't know excel that well.

crema_c_s · ‎05-02-2020

I did that once too. Took a lot of time. If it's worth it to do it that way, it should be worth Square making it easy for everyone to see. Would be even better to get the numbers by hour on specific days. That's the main thing I was hoping to see anyway. It would help a LOT with staffing efficiently if you could see the hourly trends by day of the week.

brewtoledo · ‎07-21-2020

any updates on this ?

Joe · ‎07-21-2020

Hi there, @brewtoledo - thanks for reaching out here and checking in on this feature. No shareable update to provide on this one, just yet. We will continue to update this thread as we have new information to share.

Thanks for your patience!

Joe
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

GuideRoast · ‎12-23-2020

Came here looking for this option as well. Now especially with how the world has changed, we’d like to pull reports on sales by time to help determine our new hours.

dkhtodd · ‎12-06-2020

Any chance you'd want to show the row/column/etc setup for this?

Olivino · ‎03-18-2021

Seems like all threads in square start sometime around 6 years ago and go like this. "I can see how that would be a valuable item for the operation of your business. We do not yet have that feature but it is on our roadmap. We will get back with you (never) when we have developed this"

Westsyde · ‎05-03-2021

I need to see a report that can show average sales for a particular given weekday.

Example: Average sales for Mondays for past 6 weeks or 6 months etc...

This will help with scheduling, ordering, when to run specials and which specials to run on which day of the week.

Hard to believe this is not built in to square somewhere... please help?

Valentina · ‎05-05-2021

The Best Answers in this thread should help, @Westsyde!

This kind of reporting would be considered a feature request at this time.

Valentina
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.

Does Square have a report for time of day of sales for a specified day of the week over time?