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Library / Reports, Analytics & Dashboards

Reports, Analytics & Dashboards

Pull Square Sales Summary Reports as a Reusable Sub-Workflow

When another workflow calls it, it connects to the Square API and returns a daily sales summary across all locations that matches the Square dashboard.

What it does

## Programatically Pull Square Report Data Into N8N ## What It Does This sub-workflow connects to the Square API and generates a daily sales summary report for all of your Square locations. The report matches the figures displayed in the Square Dashboard > Reports > Sales Summary. It’s designed to be reused in other workflows, ideal for reporting, data storage, accounting, or automation. ## Prerequisites To use this workflow, you'll need: - Square API credentials (configured as a Header Auth credential) ## How to Set Up Square Credentials: - Go to Credentials > Create New - Choose Header Auth - Set the Name to "Authorization" - Set the Value to your Square Access Token (e.g., Bearer ) ## Example Use Cases - Automatically store daily sales data in Google Sheets, MySQL, or PostgreSQL for analysis and historical tracking - Automatically send daily email or Slack reports to managers or finance teams - Build weekly/monthly reports by looping over multiple dates - Push sales data into accounting software like QuickBooks or Xero for automated bookkeeping - Calculate commissions or rent payments based on sales volume ## How to Use - Configure both HTTP Request nodes to use your Square API credential. - If you are not in the Toronto/New York Timezone, please change the "start_at" and "end_at" parameters in the second HTTP node from "-05:00" to your local timezone - Use as a sub-workflow inside a main workflow. - Pass a report_date (formatted as YYYY-MM-DD) to the sub-workflow when you call it. ## Customization Options - Add pagination to handle locations with more than 1,000 orders per day. - Expand the workflow to save or send the report output via additional integrations (email, database, webhook, etc.). ## Why It's Useful This workflow saves time, reduces manual report pulling from Square, and enables smarter automation around sales data—whether for operations, finance, or performance monitoring.

The steps

  1. Get Square Locations
  2. Turn Locations Into List
  3. Ignore Locations w/o Sales
  4. Get Sales from Square
  5. When Executed by Another Workflow
  6. Compile Sales Reports

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