Square setup
Manage the Square environment, access token, API version, reporting timezone, and location filter.
Operational data for admissions, cash, stock, and daily Square reporting.
Settings, credentials guidance, SharePoint storage, and upload operations live here so the public dashboard stays focused on reporting tasks.
Manage the Square environment, access token, API version, reporting timezone, and location filter.
Review where to find the Square access token and location details needed by the reporting app.
Configure PDF upload folders, overnight email settings, and Microsoft Graph app credentials.
Prepare Entra ID sign-in, silent SSO, and optional trusted Windows authentication headers.
Assign Admin Settings, Full Access, or Reporting Access before Microsoft sign-in is enabled.
Review generated report upload status, SharePoint links, and failed upload retry actions.
Map Square catalogue entries to the income spreadsheet columns outside the operational report.
Maintain administratively linked or commonly confused products used by possible-substitution rules.
Configure explainable discrepancy, substitution, and salesperson sample-size thresholds.