Square export → dashboard

Your Square export, your sales dashboard.

Export Transactions from Square, drop the CSV, and see net sales, the trend over time, your top items, card mix and how each location did — without building a single pivot table.

01 · How it works

Export, drop, done.

Square's reporting is fine at the register, slow for a quick read of the week. Export the Transactions CSV and this builds the view you actually want: net sales, the trend, your top items, how people paid and which location pulled its weight.

i. export

Export from Square

Dashboard → Transactions → Export CSV. The default columns (Date, Item, Net Sales, Card, Location) are all we need.

ii. detect

Net Sales becomes the metric

The Net Sales column is recognized as currency and used as the headline figure. Date becomes the time axis automatically.

iii. read

Sales, items, cards

Net sales total, daily trend, top items by sales, card mix and a per-location breakdown — click any bar to filter the rest.

02 · The views

The sales read Square makes you dig for.

Everything an owner checks after close, arranged automatically from the raw export.

  • 01

    Net sales at a glance

    Net Sales up top, with discounts already netted out, so the real number is the first thing you see.

  • 02

    Your best items

    The Item column becomes a top-sellers breakdown — see whether the lattes or the lunch rush carry the day.

  • 03

    Card mix and locations

    Card splits show Visa versus cash at a glance, and Location tells you which counter earned its keep.

  • 04

    Private by default

    Your sales data is parsed locally. It never leaves your browser — verify in DevTools → Network.

"I drop the Square export after close and the whole day is just there — top items, card mix, no spreadsheet."
— a cafe owner
03 · FAQ

Square dashboard questions.

Which Square export works?
The standard Transactions export (Dashboard → Transactions → Export CSV). Any CSV with a Date, a Net Sales column and an Item works. The Items and Sales summary exports work too.
Yes. Net Sales is the headline figure with discounts already netted out, and the Item column drives a top-sellers breakdown so you can see what actually sold.
Yes — click any bar or slice (item, card, location) and the whole dashboard recomputes against that filter. Click again to clear it.
No. Parsing and aggregation happen entirely in your browser. The file never touches a server.
Square's dashboard may net out refunds, fees or tips differently. This reads Net Sales straight from the export, so filter by Card or Category to reconcile any gap.