The Sales Summary Report provides an overview of sales, including gross sales, refunds, net sales, discounts, tips, and taxes, along with total collected and fees. You can view sales summary from your Square Dashboard and Square POS apps. To download this report, please follow the steps below.
- Sign in to your Square Dashboard and click Reporting > Reports.
- Select the Sales Summary report
- Set the date filters for January to December
- Click the export icon
- Click the gear icon and select Export all columns in your view.
- Click Start export to download a CSV file to your device and open the file with a spreadsheet viewing software of your choice.
- Upload this report to Heard.