Hi,
Our accounting team currently needs to log into the dashboard and manually download data in order to build reports. Now they have asked me to automate this process, Is there any way to do it through API calls?
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Currently, with our APIs you can use our Order, Payments, and Catalog APIs to build reports. However I will caution you that it’s not possible to exactly build the reports from Dashboard but you can get very close. What report are you exporting, is it the Transactions.csv? ![]()
Hi Bryan,
Thank you for getting back to me. I’m still waiting to receive access to the dashboard from my teammate, but in the meantime I’m doing some investigation to understand what is and isn’t possible.
Could you please clarify what you meant by it’s not possible to create reports like the dashboard?
I’d like to better understand which aspects cannot be replicated.
Thanks in advance
Leyla
Currently we don’t have a Reporting API that will generate these reports. You can get all the data from our APIs however putting them together similar to how Dashboard shows the data isn’t currently available. ![]()
Thank you for the quick response.
At the moment, I’m looking to pull daily item sales grouped by device. Could you please let me know which API endpoint would be best suited for this, or if there’s any documentation you’d recommend reviewing?
That would be very helpful. Thanks in advance!
How are you identifying devices? ![]()
I think with locations. But not really sure.
Okay, if that’s the case then you’ll be able to get all the data from our APIs based on location_id and generate your custom reports. ![]()
Thanks Brayan for your reply, I have another question. I dont have any data in the sandbox and I have to work with production data. Is there anyway to give the app only reading access ?
Currently the access token for an account has read and write scopes. If your using OAuth then you can customize the scopes of the access token that’s generated through the OAuth process. ![]()
Thanks, Brandon, for your quick reply! Something just came to mind: does Square give direct access to their database, instead of using APIs, so I can pull the data directly from the database?
No, we don’t allow direct access to the database of data. The only data that’s available is the data for the Square accounts that your app has been approved to get the data from. ![]()
Thanks Bryan, I appreciate your help.