Square reports
and dashboards
Bring your Square data into Filament. Create dashboards, build reports and explore your questions in plain English.
Your Square data, connected.
Square tracks your point of sale transactions and inventory, but understanding which products drive repeat purchases or how in-store sales correlate with your online marketing requires connecting to your email platform and advertising data.
Filament links Square to your other tools and answers questions about customer behaviour and campaign performance in plain English.
Data we sync
CustomersExample fields: Email address, Total spent
Track customer profiles with contact details, creation dates, lifetime value, and visit history. Analyse repeat purchase behaviour and customer segments across locations.
idemail_addresscreated_attotal_spentvisit_count
OrdersExample fields: Total money, Line items
Track individual transactions with line items, payments, fulfillment status, and location data. Analyse sales patterns by time, location, and product mix.
idcreated_attotal_moneyline_itemslocation_idstate
PaymentsExample fields: Amount money, Processing fee
Track payment transactions with processing fees, payment methods, and refund status. Calculate net revenue and analyse payment method preferences by customer segment.
idamount_moneyprocessing_feepayment_methodstatusrefunded_money
Catalog ItemsExample fields: Name, Variations
Track products with variations, modifiers, pricing, and category assignments. Analyse product performance and pricing strategies across locations.
idnamevariationscategory_iditem_data
InventoryExample fields: Catalog object id, Location id
Track stock levels, inventory adjustments, and transfers between locations. Monitor stock movement patterns and identify slow-moving or out-of-stock items.
catalog_object_idlocation_idquantitycalculated_atstate
RefundsExample fields: Payment id, Amount money
Track refunded transactions with reason codes, amounts, and associated payments. Analyse refund patterns by product, location, and time period.
idpayment_idamount_moneyreasoncreated_at
InvoicesExample fields: Invoice number, Customer id
Track invoiced sales with payment schedules, delivery methods, and customer details. Monitor outstanding invoices and payment collection rates.
idinvoice_numbercustomer_idpayment_requestsstatuscreated_at
Customer GroupsExample fields: Name
Track customer segments with membership criteria and assigned customers. Analyse purchasing patterns and lifetime value by customer group.
idnamecreated_at
Square works well with
Google Ads
Connect Square transaction data with Google Ads campaign performance to track which ad campaigns drive in-store purchases and calculate actual revenue per advertising pound spent.
Xero
Connect Square sales data with Xero accounting records to reconcile daily transactions, track cost of goods sold by location, and analyse profit margins across your product catalogue.
See the
whole picture.
Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.
Explore the demo dashboard
$118,050 of $245,000
194 of 250
Trusted by the best
“Filament has been a game-changer. Everyone can self-serve and get answers on demand. The integrations are plug-and-play, and we've even cancelled our data warehouse plans — Filly does it all.”
“Filament has supercharged our efficiency and levelled up our outputs. Beyond time savings, the mental offload has been priceless, and I can focus on growth, not grind!”
Your questions, answered.
How do I connect Square?
Use a Square account with permission to authorise access to your merchant data.
- Open Apps in Filament and add Square.
- Sign in to Square and approve the requested permissions.
- Review the connected merchant, add any useful context and complete setup.
How far back does Filament sync Square data?
Filament syncs your complete Square history from when you first started using Square. This includes all historical transactions, customer records, and inventory movements, so you can analyse year-over-year trends and long-term customer behaviour patterns.
Can I connect multiple Square locations to Filament?
Yes. When you connect Square to Filament, we sync data from all locations in your Square account. You can then analyse performance across locations, compare sales patterns, or filter your analysis to specific stores.
Does Filament sync Square data in real-time?
Filament syncs your Square data every few hours throughout the day. This means your transaction data, inventory levels, and customer records stay current enough for daily business decisions without overwhelming your Square account with constant API requests.
Can I analyse which marketing channels drive in-store purchases?
Yes, when you connect Square with your advertising and analytics tools. Filament combines your Square transaction data with campaign performance from Google Ads, Facebook Ads, or other platforms so you can track which marketing efforts generate actual store revenue.
Which Square KPIs can I track?
Payment volume: total completed payments by location and date, keeping currencies separate. Average payment value: completed payment amount divided by payment count. Refund share: refunded amount divided by the corresponding payment amount. Distinguish partial and full refunds.