Step 2: Connect Square and Pull Location Data

Fetch all Square locations so each location can be processed individually.

1. Add the Fetch Square Locations node and set URL to https://connect.squareup.com/v2/locations.
2. Enable Send Headers and set the header Content-Type to application/json.
3. Credential Required: Connect your httpHeaderAuth credentials in Fetch Square Locations.
4. Add Expand Location List and set Field to Split Out to locations and Fields to Include to id.

Step 3: Retrieve Sales and Filter Empty Results

Query Square Orders for each location and exclude any locations with no sales.

1. Add Retrieve Square Sales and set URL to https://connect.squareup.com/v2/orders/search and Method to POST.
2. Set JSON Body to the exact expression block:
   ={
"location_ids": ["{{ $json.locations.id }}"],
"query": {
"filter": {
"state_filter": {
"states": ["COMPLETED"]
},
"date_time_filter": {
"created_at": {
"start_at": "{{ $('Scheduled Run Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T00:00:00-05:00",
"end_at": "{{ $('Scheduled Run Trigger').item.json.timestamp.toDateTime().minus(1, 'days').format('yyyy-MM-dd') }}T23:59:59-05:00"
}
}
}
},
"limit": 1000,
"return_entries": false
}
3. Credential Required: Connect your httpHeaderAuth credentials in Retrieve Square Sales.
4. Add Filter Empty Sales and set the condition to check {{ $json.orders }} is notEmpty.

Step 4: Build the Sales Summary and CSV

Aggregate totals per location, then generate a CSV file for email delivery.

1. Add Assemble Sales Summary and set Mode to runOnceForEachItem.
2. Paste the provided JavaScript into jsCode to compute totals and metadata per location.
3. Add Generate CSV Report and set Binary Property Name to sales_report.
4. In Generate CSV Report set the file name option to =sales_report_{{ $('Scheduled Run Trigger').item.json.timestamp }}.csv.

Step 5: Configure Email Delivery

Send the CSV report to your inbox with a dynamic subject line.

1. Add Dispatch Email Report and set Send To to [YOUR_EMAIL].
2. Set Subject to =Your Square Sales Report for {{ $('Scheduled Run Trigger').item.json['Readable date'].split(',')[0] }}.
3. Keep the HTML body in Message as provided, or customize it to your needs.
4. In Options, attach the binary file by mapping sales_report in Attachments.
5. Credential Required: Connect your gmailOAuth2 credentials in Dispatch Email Report.

Step 6: Test and Activate Your Workflow

Run a manual test to confirm that locations are fetched, sales are aggregated, and the email arrives with the CSV attachment.

1. Click Execute Workflow to run a manual test from Scheduled Run Trigger.
2. Verify that Fetch Square Locations returns location data and Retrieve Square Sales returns orders.
3. Confirm Generate CSV Report outputs a binary file named like sales_report_{{ $('Scheduled Run Trigger').item.json.timestamp }}.csv.
4. Check your inbox to ensure Dispatch Email Report delivers an email with the CSV attachment.
5. Switch the workflow to Active to enable scheduled production runs.