Square Kitchen Prep Sheet
How to Get a To-Bake Report Out of Square
Every morning the kitchen needs one number per item: how many to make. Square holds all the orders that answer it, but there is no report that adds them up. Here is what a real prep sheet needs, why Square won't produce one, and the two ways bakeries get one anyway.
Written by Zech Campbell, founder of CafeKit and former Square engineer. Read his story. ·
Square has no kitchen prep sheet and no to-bake report. There is nothing to run that tallies unfulfilled or future preorders into one production number per item for a date. Square reports on individual sales; adding them up is left to you.
Two ways to get one: export your orders to a CSV and total them in a spreadsheet, or connect CafeKit and pick a bake date to see the totals already assembled.
What a Prep Sheet Actually Needs
A list of orders is not a prep sheet. Four things separate the two.
One row per item, not per order
Nobody bakes an order. They bake 6 chocolate cupcakes. Every order containing that item has to collapse into one number.
Counted on the day it's due
An order taken Monday for Friday pickup belongs on Friday's sheet, not Monday's. Order date and bake date are different dates.
Current as of right now
Orders keep arriving after you build the sheet. A prep sheet that was accurate last night is wrong by 6am.
Committed separated from expected
Preorders are already sold. Walk-in demand is a projection. Mixing them into one figure hides which part you can trust.
Why Square Won't Give You One
Square is built to record transactions well. A prep sheet asks a different question.
Reports are built around the sale, not the item
Square's order views show you orders. You can open them one at a time and read what's inside, but there is no view that turns twenty orders into a per-item total for one day.
Sales land on the order date
A preorder counts on the day money changed hands. For a bakery taking orders a week out, that puts the whole week's production on the wrong days — today looks busy and Saturday looks empty.
Bundles stay bundled
"Dozen Assorted Cookies" is one line on a Square order. The kitchen needs to know it is 4 chocolate chip, 4 oatmeal, and 4 snickerdoodle. Somebody has to unpack that by hand.
Build It Yourself in a Spreadsheet
This works. It's free. It's also a chore you repeat every day.
- 1 In your Square Dashboard, go to Orders and filter to the date range you're prepping for.
- 2 Export the orders as a CSV.
- 3 Open it in Excel or Google Sheets and filter the rows to the fulfillment date you're baking for — not the order date.
- 4 Use SUMIF or a pivot table to group by item name and sum the quantities. That column is your prep sheet.
Where it breaks
- •Every order placed after you exported is missing from the sheet.
- •You redo the whole thing tomorrow, and the day after.
- •Bundles and modifiers still have to be unpacked by hand.
- •The person who knows the pivot table becomes a single point of failure.
Have It Built for You
CafeKit reads the orders already in your Square account and assembles the prep sheet for whichever date you pick.
Connect Square
Sign in on Square's own authorization page. Read-only access, and you never share your Square password.
Orders Pull In
Your sales history and upcoming preorders sync automatically — in-store, Square Online, and delivery apps routed through Square.
Pick a Bake Date
Choose the day you're producing for. The per-item totals are already added up, counted on the fulfillment date.
What that looks like
Three preorders come in for Saturday. Each has 2 chocolate cupcakes and 1 cinnamon roll.
| Item | To bake |
|---|---|
| Chocolate Cupcakes | 6 |
| Cinnamon Rolls | 3 |
That's the whole idea. One number per item, on the day you need it, without opening a single order.
Stop Building the Prep Sheet by Hand
The orders are already in Square. CafeKit turns them into the sheet your kitchen actually works from.
Free early access. No credit card required.
Frequently Asked Questions
Prep sheets, to-bake reports, and what Square does with them.