Square POS Daily Report Export

WHAT IT DOES

This userscript extracts your daily sales data from the Square POS dashboard and generates a comprehensive, structured report with a single click. It reads key metrics including total sales, number of transactions, average ticket size, payment method breakdown, and top-selling items. The data is formatted as either a CSV file (ready for Excel, Google Sheets, or accounting software) or plain text, and can be automatically copied to your clipboard or downloaded as a file. The script includes a date picker for selecting which day's report to generate—today, yesterday, or this week—helping you quickly compile sales data for daily reconciliation, bookkeeping, or performance tracking. This eliminates manual copying and spreadsheet creation, saving valuable time for business owners, accountants, and retail managers.

WHERE IT RUNS

The script runs on all Square POS web application pages at *.squareup.com/*, with automatic detection of the dashboard and sales summary pages. It works across all Square interfaces by using multiple selector strategies to find sales totals, transaction counts, payment method data, and item sales. The script detects dynamic content and adapts to various Square dashboard layouts. It runs across the entire Square domain, ensuring coverage whether you're viewing the main dashboard, detailed sales reports, or specific date ranges.

HOW TO USE

Install the script via the BotGentz extension and navigate to your Square dashboard or sales summary page. The panel will appear with report settings. Select your desired date range (Today, Yesterday, or This Week) and output format (CSV or Plain Text). Toggle the "Auto-copy to clipboard" option if you want the report automatically copied for easy pasting into spreadsheets or accounting software. Enable or disable the inclusion of top-selling items in your report. Click "Generate & Export Report" to produce the report—it will be copied to your clipboard or downloaded as a file based on your settings. Use "Preview Report" to see the data before exporting. The report includes all key metrics, payment method breakdowns, and a ranked list of your best-selling items.

THE MECHANISM - DATA EXTRACTION, AGGREGATION, AND REPORT GENERATION

This script extracts sales data by scanning the DOM for known Square dashboard elements. It first locates key metrics using a cascading selector strategy that looks for specific data-test attributes, common class names (.total-sales, .transaction-count, .average-ticket), and structural elements. For payment methods, it scans payment breakdown sections and extracts method names and amounts. For top-selling items, it identifies item tables or lists and extracts item names and sales amounts. All amounts are parsed by stripping currency symbols and non-numeric characters, ensuring accurate financial calculations. The script then aggregates this data into a structured object and formats it according to the user's selected output format. CSV generation follows RFC 4180 standards with proper quoting of fields containing commas. The text format provides a clean, human-readable report with clear section headers. The date range selector allows the user to specify which day's data to extract, though the script relies on the data currently displayed on the page.

THE PANEL

The control panel appears as a floating, draggable element that you can position anywhere on the Square page. Drag by the header to reposition it, and the position is saved per site using GM_setValue so it stays where you left it across sessions. Release the panel near any edge and it snaps into place, keeping your workspace organized. Click the panel header to collapse it into a small bubble showing only the document emoji (📄), minimizing distraction while keeping controls accessible. Drag from the bubble to restore the full panel. The panel automatically resizes to fit its content and includes date range selection, format selection, toggle controls, and action buttons. Press the Escape key to quickly collapse the panel to its minimized state. The panel remains visible across page navigation within Square, ready to generate reports whenever you need them.

PLEASE NOTE

This script requires the free BotGentz extension to function. It is designed for Square POS users who need quick daily sales reports for reconciliation, bookkeeping, or analysis. The script reads only visible data from the DOM—it does not access Square's API, your account credentials, or any sensitive information. The script relies on the data displayed on the current page; to generate a report for a specific date, ensure you have navigated to that date in the Square dashboard. All settings (date range, format, toggle states, and panel position) are stored locally using GM_setValue and never leave your browser. The script does not modify your Square data—it only reads and formats visible information. If Square updates its website structure, the script may need to be updated to match new selectors; check for updates if the report stops generating correctly.