thread Re: Export item modifiers - reports in Online Store

Export item modifiers - reports

sqj — Thu, 23 Jun 2022 03:55:02 GMT

Is it possible to export (csv or similar) transactions and include the item modifiers please? This is for transactions of a "Item type: membership" via Square Online. Or is there a similar means to be able to access this information without looking through individual transactions? For example if we could view this online in table form somehow.

Re: Export item modifiers - reports

QuokkaCoffee — Sun, 17 Jul 2022 02:20:13 GMT

How's it going, @sqj? 🙂 I see it's been a while since you posed this question but I'm hoping the following screencaps help out a little!

I usually review modifier performance by going to Home > Reports > Modifier Sales. There's a handy 'Export' button you'll find in the upper right hand corner that uses CSV by default.

Hot tip: you can actually rearrange these as you see fit!Very data rich--super useful!

Scroll up or down as needed

Here's what it looks like in a spreadsheet

Re: Export item modifiers - reports

sqj — Wed, 18 Jan 2023 01:55:03 GMT

Thank you so much for taking the time to write and post screen caps. I have just revisited the task that caused me to ask this question.

Re: Export item modifiers - reports

Arie — Wed, 18 Jan 2023 02:31:50 GMT

Thank you for this detailed reply, @QuokkaCoffee. We appreciate you!

Re: Export item modifiers - reports

QuokkaCoffee — Thu, 19 Jan 2023 01:16:01 GMT

No problemo, @Arie ! 😎

Re: Export item modifiers - reports

QuokkaCoffee — Thu, 19 Jan 2023 01:16:36 GMT

How are you travelling, @sqj ? Had any luck since? 🙂

Re: Export item modifiers - reports

sqj — Fri, 20 Jan 2023 03:10:06 GMT

I can perform the export however the results do not suit my needs. The modifiers are exported as if they are dissociated from the purchase that created them. Which might be useful in some usecase but not mine. I need to be able to tell which modifiers went with a specific purchase.