Navigate the Square Dashboard | Square Support Centre (2024)

You can access more tools and features with your Square account using the online Square Dashboard. You can manage your daily business operations by accessing features like reporting, team management or app integrations. Below is an overview of your online Square Dashboard which you can access via a compatible web browser such as Google Chrome, Firefox or Safari.

Home

The Home section of your online Square Dashboard provides a quick look at the status of your business through sales metrics. You can view sales data updated in real time. Hover over the data to expand the details or click the widget to go to the Reports section of your Square Dashboard.

Net Sales

The net sales widget provides an overview of your gross sales, average sale, number of transactions and amount of returns over a period of time. Click the drop-down menu to adjust the report timeframe. This widget also compares today’s sales with the previous sales made on the same day last week and displays the comparison percentage next to the total sales. Click the widget to go to the Reports section of your Square Dashboard.

Payment Types

The payment types widget displays the amount of gross sales per payment type, including card, cash and other. Click the drop-down menu to adjust the time period displayed. Hover your mouse over the chart for more details, or click the widget to view your full payment type sales summary report.

Items

Items are displayed from lowest to highest amount sold based on gross sales. Hover over the graph to display the item name and amount of sales. Click the drop-down menu to adjust the time period displayed. Click the widget to view your full item sales report.

Categories

The categories widget displays the amount of sales within each of your item categories. If your items are not assigned to a category they will display as ‘Uncategorised’. Click the drop-down menu to adjust the time period displayed. Click the widget to view your full category sales report.

Customers

The customers widget displays seven different statistics over the last 30 days: Total number of customers, New customers, Returning customers, Average spending per visit, Average visits per customer, and Positive and Negative Feedback provided by customers. Click the drop-down menu to adjust the time period displayed. Click the widget to view customer insights in the Customer Directory section of your Square Dashboard.

Sales

The following sections are available for your Square sales:

• Reports: Access general sales summaries and reports on sales trends, accepted payment methods, items sold, labour vs. sales etc. You can also build your own custom report.

• Transactions: Review details on individual transactions, including customer-facing receipts. You can export your transactions, items summary or items detail in a CSV file.

• Balance: See your next transfer amount, full transfer history and a breakdown of the transactions included in each transfer. You can also adjust your close of day.

• Cash Drawers: Track your cash drawer history and individual drawer sessions. Note: This is only available to customers with Cash Management enabled.

Items

Add items individually or in bulk to create your item library and manage item-specific settings from the following sections:

• Item Library

• Basic Inventory Management

• Service Library available with Square Appointments

• Resources available with Square Appointments

• Modifiers

• Categories

• Discounts

• GST

Learn how you can use Square for Retail to help manage your inventory, build customer relationships and sell in-store and online.

Team

Create permission groups and team member profiles, track sales and shifts by team member, and reset passcodes. Manage your entire staff in a few clicks, allowing your team to take payments while keeping sensitive areas secure.

• Team: Create team member profiles with assigned permission sets and passcodes for your Square Point of Sale app and online Square Dashboard.

• permissions: Create predefined permission sets for current and future team members that set permissions for what they can access in your Square Point of Sale app and online Square Dashboard.

Timecards and Shifts

Square Shifts allows you to manage and edit your team’s hours right from your online Square Dashboard.

• Shift Scheduling for Team Members using Shifts Plus allows you to view your staff's availabilities, schedule their shifts and allow them to trade shifts.

• Workday: View and edit a single day’s worth of team member activity. This includes every shift started within the selected workday, breaks, notes and whether any shifts for that day included overtime.

• Report: Review total hours, notes (when using Square Shifts Plus) and labour costs necessary to pay your team members.

• Settings: Set Overtime rules for each location and select a Work Period.

Customers

Access tools to help you to better understand and engage with your customers.

• Customer Directory: Customer management software to track vital customer information, add notes to a customer's profile for future reference and record every customer's transaction history.

• Insights: View your customers’ payment activity and level of satisfaction.

• Feedback: See feedback from your customers about their experiences with your business and reply to them personally.

• Marketing: Square Marketing helps you connect with your customers with customised emails that promote your business. Targeted email marketing is an effective way to reach your customers and drive sales both in-person or online.

Invoices

• Manage everything invoice related: Create new invoices, estimates, recurring invoice series, see outstanding or unpaid invoices, review your invoice payment history and more.

Learn how to navigate the Square Invoices Overview page in Dashboard.

Contracts

• Contracts: Create and send contracts to establish clear service agreements with your customers, secure digital signatures and potentially avoid potential payment disputes – all in one place.

Square Online

• Square Online: Create a professional website to showcase your items online and accept payments with Square. Spend less time setting up your online site and more time focusing on your business.

• Square Payment Links: Customise your checkout page so your customers can checkout fast and easily from their mobile devices. You can share a payment link or QR code through social media, email, text or on your website.

• Orders: Once a customer places an order online, it will appear in the Order Manager section of your online Square Dashboard. You can view the customer and order details, the fulfilment type and the order status.

Learn how to navigate the Square Online Overview page in Dashboard.

Virtual Terminal

• Manually enter your customer's card details to process over the phone or remote sales with Square Virtual Terminal. Your payments will be tracked and transferred along with all of your other payments.

• You can also connect Square Terminal with Virtual Terminal to take in-person payments.

Learn more about using Virtual Terminal, and how to navigate the Virtual Terminal Overview page in Dashboard.

Apps

Visit App integrationsto explore our Square Marketplace Apps and third-party integrations and learn more about Square Connect API.

Account & Settings

is where you can:

• View or edit personal account details such as email address, phone number, password, notifications, preferred customer email language.

• Set up 2-step verification.

• View business details, including location management and pricing & subscriptions.

• lCheck your Afterpay eligibility for in-person and online sales and enable Afterpay for your Square account

• Create and manage service charges.

• Edit or view your linked bank account.

• Update your receipt settings by adding a logo or your contact and social media details.

• Download your tax information via a monthly GST invoice.

• Order Square Hardware: Browse and purchase Square hardware, accessories and hardware kits.

• My Orders: View your Square hardware order history and status.

Reports

Get insights on what’s driving sales, how customers are paying and fees paid from your Reports tab:

• Reports: Access general sales summaries and fees paid, create custom reports and view reports on sales trends, accepted payment methods, items sold, etc.

• Disputes: View, manage, and get updates on any disputes you may receive.

• Cash Drawers: Track your cash drawer history and individual drawer sessions. Note: This is only available when Cash Management is enabled.

• Activity Log: Tracks sensitive actions taken by your team – such as processed refunds, updates to item inventory, changes to tip settings, comps/voids and discounts.

Square Products

You can also explore our Square products and features via the Dashboard:

• Square for Restaurants

• Square KDS

• Square for Retail

• Square Appointments

• Square Loans

• Square Loyalty

• Square Gift Cards

• Square Shop