View category rollups in a category sales report
About category rollup reporting
Category rollups allow you to group and view sales reporting for multiple item or service categories at once. For example:
If you are a restaurant that has three item categories of “Beer,” “Wine,” and “Cocktails,” you can create one category rollup of “Alcoholic Beverages” to track their performance as a group.
If you are a salon that has service categories of “Massages”, “Manicures”, and “Facials”, you can create a category rollup of “Spa services” to track their performance as a group.
Before you begin
To run a category rollup report, you’ll first need to set up item categories from the Items section of your Square Dashboard.
Category rollups do not affect your item layout or menu display on the Square POS apps, and are for reporting purposes only.
Step 1: Create category rollup report
Before viewing your category rollups, you’ll need to create a category rollup report.
Sign in to your Square Dashboard, and click Reporting > Reports > Category sales.
From the toolbar, click View Categories > Manage Category Rollups > Create Category Rollup.
Enter a name for your category rollup, then select the relevant categories from your item library.
Click Create a Category Rollup > Done.
Step 2: View category rollup sales
Once you create your category rollups, you can access them as a filter view in the Square Dashboard.
Sign in to your Square Dashboard, and click Reporting > Reports > Category sales.
Choose an available date range and apply relevant filters to your report.
From the toolbar, click View Categories and change the filter selection to View Category Rollups.
Click Export to download a CSV file.