SleekView Charts for Gravity Forms Square: Square payment dashboards
Group gf_entry submissions by payment_status, sum payment_amount across Square forms, slice transactions by form_id, and chart paid versus failed Square entries per day without leaving WP Admin.
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Square payments as cards, not entry rows
The Gravity Forms Square add-on routes card payments through Square, writing the result to each gf_entry in dedicated fields: payment_status, payment_amount, transaction_id, and a Square-specific transaction type meta. The default Entries screen lists rows form-by-form, so total Square revenue, paid versus failed ratio, and per-day curves live in SQL queries rather than admin clicks.
SleekView Charts treats gf_entry as the dataset and exposes Square's payment fields as first-class columns. Sum payment_amount for completed Square transactions, count entries by payment_status, group by form_id to rank forms by Square revenue, and slice by date_created for daily order curves. Filters set at the view level cascade to every card so the team scopes the whole dashboard in one move.
Charts share the dataset with Table and Kanban modes, so flipping from a Square revenue card to the entries behind it is one tab. On a site running checkout and event forms via Square, the indexed gf_entry queries Gravity Forms already runs keep cards responsive without a separate analytics tool.
Workflow
From Square entry fields to a real dashboard
Point Charts at gf_entry
gf_entry as the dataset. SleekView discovers Square fields written by the add-on like payment_amount, payment_status, and transaction_id, exposing them as group-by and aggregation options.
Add chart cards
payment_amount, a Pie of Square status mix, a Bar of revenue per form, and an Area of paid entries per day. Each card reads from the same scope so filters stay aligned across the dashboard.
Filter once, chart everywhere
Share by saved view
Sample dashboard
Charts you can build from Square transaction entries
Total Square revenue
payment_amount on gf_entry rows where payment_status is paid for Square forms, across the active filter window, with the previous window for context.
Sum(payment_amount)
Square status mix
payment_status values written by Square including paid, pending, failed, voided, and refunded, surfacing the current payment health for Square forms in one card.
Count
group by payment_status
Revenue per form
payment_amount per form_id, joined to gf_form for the readable form title so finance can rank checkout, event, and donation forms by Square revenue.
Sum(payment_amount)
group by form_id
Paid entries per day
date_created on gf_entry, useful for spotting weekday rhythm and confirming Square payouts align with form activity.
Count
group by date_created
Comparison
Default Gravity Forms entries vs SleekView Charts
Default Gravity Forms entries
- Entries screen lists per form, no cross-form Square aggregate
- Payment status filter exists but doesn't drive a chart
- Square payment_amount totals require manual CSV exports
- Daily Square revenue trend isn't visualized on the entries page
- No saved dashboards per role for finance versus form admins
SleekView Charts
-
Number, Pie, Bar, and Area cards over
gf_entryin one view -
Group by
payment_status,form_id,transaction_type, ordate_created -
Sum
payment_amount, count paid entries, average order value - Filters cascade across every card on the same dashboard
- Shares dataset and saved views with Table and Kanban modes
Features
What SleekView Charts gives you for Gravity Forms Square
Square fields as columns
SleekView exposes the Square add-on's entry fields including payment_amount, payment_status, and transaction_id as groupable, aggregatable columns on gf_entry without writing glue code per form.
Group by every payment dimension
Form ID, payment status, transaction type, submission date, and currency become group-by options, so finance builds the cards they would otherwise wire from gf_entry and the Square API by hand.
Filters apply to every card
Set a date range or one form once and every Square card scopes to the same slice, with no drift between widgets when the team narrows to a campaign or a single product form.
Audience
Who builds Square dashboards with SleekView
Finance
Sum payment_amount across paid Square entries, chart paid versus failed, and reconcile against the Square dashboard without a CSV step or an external BI tool.
Sales operations
Track daily Square order velocity across event and product forms, spot which forms drive Square revenue, and split by campaign filters set once at the view level.
Form admins
Audit failed and voided Square entries by form, catch refund spikes, and verify the entry payment fields the add-on is writing for every submission.
The bigger picture
Why Gravity Forms Square data deserves charts
Square is the gateway many US Gravity Forms sites lean on for in-person and online checkout. The submission data is rich. Every entry carries a payment status, an amount, a transaction ID, and the form context, but the Entries screen only paginates rows.
Finance teams reconciling a Square payout cycle need the sum of completed amounts over a date range. Sales ops want to know which forms drive the most Square volume this month. Form admins want pending and failed entries that need follow-up.
None of these are exotic questions. They are numbers the add-on already wrote into entry columns. SleekView Charts surfaces them as configurable cards on the same dataset Gravity Forms uses, so Square reporting becomes one saved view instead of a spreadsheet ritual at month end.
Questions
Common questions about SleekView Charts for Gravity Forms Square
Yes. The Square add-on writes payment data to each gf_entry in dedicated fields like payment_amount, payment_status, and transaction_id. SleekView exposes those fields as group-by and aggregation options without per-form setup.
Yes if the location ID is written to entry meta or a hidden field. Group or filter by that field to keep per-location sums separate. Otherwise, the raw payment_amount sum aggregates all locations into one figure, the usual single-currency single-business pattern.
Aggregations run as SELECT ... GROUP BY against indexed columns on gf_entry and the related gf_entry_meta. Card render time scales with the cardinality of form_id or payment_status, not raw row count, so very large entry histories stay responsive on a Square dashboard.
Yes. Filter payment_status to paid at the view level and every revenue card scopes to completed transactions only. Use a separate card grouped by status if the team also wants visibility into pending and failed entries on the same dashboard.
Cards re-query on view load and on filter change. Set a refresh interval per view if a finance dashboard needs near-live counts. Idle dashboards don't poll, so a closed view doesn't add load to the database during quiet periods.
Yes. Save views and scope per WordPress role or capability. Finance sees a payment_amount dashboard, form admins see entry volume per form, and editors see only the forms relevant to their team. Each user keeps their personal filters.
SleekView only counts entries that actually have the Square payment fields populated, so older submissions without the gateway data don't pollute the totals. Filter to the activation date to keep the comparison fair between periods.
Each card exports its aggregated rows as CSV with the group-by labels and the aggregate values. Useful for sending finance the raw payment_status counts behind a Pie or archiving the end-of-month snapshot of a Square checkout form.
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