Is there somewhere in the square documentation where terms like "Gross Sales", "Net Sales", etc are defined precisely, along with how the taxes are calculated?
Looking at the sales reports it's totally unclear how these numbers are produced.
I've been trying to re-create the sales summary report with the /ListTransactions endpoint but it's impossible without this info.
Currently, the v2 ListTransactions endpoint does not break down transaction amounts in such a way that it's straightforward to recreate the Square dashboard's sales summary report. However, the v1 List Payments endpoint does. This section of the v1 documentation describes the monetary fields of a Payment object returned by v1.
Additionally, this PHP code sample demonstrates generating something very similar to the dashboard sales summary report using v1 endpoints. The sample is also available in a few other languages.
Related
I'm training Watson Discovery through the dashboard however I need more information about user queries, the dashboard only shows the user query text e.g " I want customer care number" or "continue" as shown in the picture, while I want to know more about the user query:
1.The timestamp of the query.
2.Channel that used Watson Discovery e.g Slack, Twitter.
If you want fine grained training in Discovery, you might want to use the APIs. Discovery training interface is basic and doesn't allow to see any custom information or even to give a customised rating score. It takes 0 and 10 by default and you can't change it for the interface.
However you can use the APIs to give any custom training range and also you can extract all the training data that's trained into the service.
Let me also inform that the training data has to be of a certain format JSON. You can mention the NLQ, filter, time, answerId to train for that question etc. I'm not sure you can add a custom field to it like the platform from where that training was given. But you can try giving it and if it works, then both of us would learn something new.
I'm trying to create a report to pull my Square POS transaction data into Excel through Power Query. Basically, I want the information available in the standard "Items Detail CSV" report found in the Square Dashboard, but connected to Excel so I can build custom reporting and update it any time with a refresh.
I can connect to the Square data in Excel no problem. What I'm having trouble with is finding the right data, specifically the notes the merchant can enter in during the time of sale about the item. We have several items that will come up as "Custom Amount" where we enter additional notes about the item, and I can't find the notes field through the API.
After looking through the documentation, I've tried two main queries:
The Transactions List from v2:
https://connect.squareup.com/v2/locations/{location_id}/transactions
The Payments List from v1:
https://connect.squareup.com/v1/{location_id}/payments
The Payments List includes the v1PaymentItemization data type, which should include the notes field defined as "Notes entered by the merchant about the item at the time of payment, if any." I assume that's what I'm looking for.
(Link to documentation: https://docs.connect.squareup.com/api/connect/v1#type-v1paymentitemization)
However, I cannot find the notes field anywhere in my pulled results. There are no error messages, and I see every data field listed in the v1PaymentItemization documentation except "notes" in my query results.
Edit: The notes we're using are on individual items, not the payment as a whole. This fits the description of V1 List Payments -> PaymentItemization -> notes. I did check the tender notes as mentioned in the comments, but this was not what I'm looking for. Until now, I wasn't aware we could make a comment on the transaction as a whole, as opposed to individual items. The individual items notes would be more helpful anyway.
Either way, I didn't find the tender notes in the pulled data either. Most of the fields are there in the data pull, but not notes, v1TenderEntryMethod, and a couple of others. There's actually more data available in the standard dashboard reports than is actually pulling from the API.
I do realize a workaround is to export the Item Detail CSV report from the Square Dashboard, and then manipulate the data in Excel from there. I could even have a connection to the folder or file where I save my exports. It's just not as smooth as the desired result of opening Excel, setting my parameters there, and clicking refresh to get the data and formatted report all in one place.
Thanks
Second Edit: In the POS, I'm entering an amount which shows up as Custom Amount in the itemized list for the sale. I then click on the Custom Amount to add a note to it and specify what the item is (e.g., "Lamp"). That note is applied to a single item, and there may be several items per transaction that have these notes added to them which would otherwise only show as "Custom Amount" on a report or receipt. We do this because we sell several items that are not standard inventory items, but we do want to keep track of what we've sold.
I can see these notes for each item in the standard reporting, so I know the data is entered and saved correctly. However, I can't find the note field when I pull from the API. I see all of the other itemization fields (i.e., name, quantity, item_detail, itemization_type, etc.), but not the note field.
I'm getting these results with a simple /v1/payments pull with no parameters or filters.
I want to fetch keys from facebook using their graph Api. Currently i am being able to fetch keys that were pretty straightforward in graph api console like frequency , reach etc. Keys like purchase, Adds to cart are not available in the graph api console and their documentation isnt very explanatory. Most of these keys are not returning any value in facebook's ads manager as well.
It would be really helpful if anyone can explain:
When these metrics will be available ?
I have seen a tool qwaya and it copies all the columns that facebook provides. How are they doing it ?
What actions are to be performed on my ad so i can see any changes in
those values ( PURCHASE , ADDS TO CART etc )
Another side note : I was using facebook-ads-sdk but now they have changed its name to business-sdk
When we wrote or initial integration for Square v1 API, there wasn't an option to filter ListOrders by Date
Our questions for v2 api:
In v2, looks like all transactions are housed under the same endpoint.
Okay, we call GET /transactions
How do we tell what is an order vs. payment vs. refund in the response?
not all payments are generated off an order. For example, I can do one-off Square transactions on my phone for walk-up customers, which would not have an order associated with it)
Can we filter for orders only?
Does the Transaction endpoint supports date filtering now?
Thank you for your time
Take a look at the documentation for the v2 Transaction object. Refunds and orders are subsets of that object.
Also look at the documentation for the List Transactions where you can see that you can currently filter based on times only right now.
If it isn't listed in the documentation, then it probably isn't supported.
So the reporting system in Salesforce is a bit restricting. It seems there is no editor for an xml or other markup language to create reports in; apart from formulas you're stuck in the website drag and drop ui.
There seems to be 3 types of reports in Salesforce Tabular, Summary and Matrix. The first kind is kind of useless for more advanced reports, since it doesn't support forumulas (if both fields are in the same table you can work around this with calculated fields). However with all 3 I've found it difficult to impossible to make a report with basic details and summarized figures.
An example:
I've added a custom field "company size" to the Account table/object. This tracks the approximate number of employees working at the customers company (ever taken one of those surveys that asked you for a range of how many employees worked in your organization). I then have a custom table/object for sales, listing the account, the date and the volume ($).
I would think it would be a simple to create spreadsheet style report with each row listing an account, which state it was based in, how many employees they had, followed by their total sales and sales/employee (a formula of volume/employees).
But the grouping and summarization options don't seem to work that way. Grouping in both the Summary and Matrix report types seems to want to treat each grouped field as a seperate level, so with the 3 fields related to the account I get 3 cascading fields in a stair like arrangement, instead of being able to put them on one row.
It gets worse with the summarization - no matter what I and other colleague have tried the summarization doesn't seem to work. If an account has 50 sales we end up with 50 rows, even if we click the little arrow beside the column, click summarize and check Sum.
From an SQL perspective this report seems like something you would teach students in the first week, yet its really not obvious how translate this into something Salesforce can understand. A lot of the web ui is not discoverable (dragging fields provides no feedback as to why it can't be dropped in a particular place, some options are hidden unless you hover the mouse over the right place) so I would not be surprised if I've missed a crucial step.
So, is there an option to make this work (particularly getting sales to be totaled as a single cell for each account, not 2 or 5 or 50), maybe a distict checkbox lurking behind an innocent blank area?
Given the lack of calculated fields in the report, you need to create the formula at the object level. If it's not useful in the detail page, don't include it in the page layout. It will still be available in reporting.
The summarization/grouping options work as in SQL, but you can only group by one field at a time.
However, the result view in "show details" mode is not like a simple SQL query - more like using windowing functions where the result output can contain both groupings with aggregations at those levels, and the detail rows that fed into that grouping.
In "hide details" mode, the detail rows are not shown, and so only grouping levels and the aggregates are shown.
So, it looks like you can either:
group by state, then account, sum your employees, sum sales, and then a Custom Summary formula of sum:sales/sum:employees
or
create a formula field on account to do sales/employees
tabular report with fields of: account, state, employees, sales, your new field.
Also, if you want an XML editor, you can edit the XML for reports (as with many other parts of salesforce setup) via the metadata API and the force.com plugin for eclipse. But it's mainly for tweaking reports, or version control, or mass-actions, as there is no preview/run operations, it's mostly a metadata management system.