thread Re: Custom report with modifiers separated per listing in Online Store

Custom report with modifiers separated per listing

afpoklahoma — Wed, 29 Jan 2025 17:01:28 GMT

I have an event and I've included modifiers for each ticket (Food Allergies and ID number). I'd like to run a report that shows me the sale with the modifiers in separate columns. Is that possible?

Re: Custom report with modifiers separated per listing

ryanwanner — Thu, 30 Jan 2025 15:30:34 GMT

Hello @afpoklahoma !

With this report, do you need a summary of all the modifiers ordered, or are you needing it broken down per transaction?

If it's the summary, you should be able to get everything you need at Dashboard -> Reports -> Modifier Sales.

If you need it broken down by individual sale, it'll take some hoop-jumping.

Head to Dashboard -> Transactions. Choose the date range you need, then click the Export button in the top right. Choose Items Detail CSV.

When that report loads, you will have a list of every item ordered for your date range. The modifiers will be listed in their own column separated by a comma. One other column will have the customer's name listed as well.

It's not an elegant solution, and someone smarter than me probably has macros for parsing only the data you need, but it's a start!

Hope this helps

Re: Custom report with modifiers separated per listing

Candlestore — Fri, 31 Jan 2025 17:16:09 GMT

@afpoklahoma ;

Best way I know to do this is to follow @ryanwanner method to download your transactions CSV.... Not sure if its the Detail or Items one off the top of my head. Download both and look at the headers and the first row to see if it has the information you want. Just becareful I use variation and in the csv downloads Square names the Column Header Price Point or something similar. This got me at first because I was looking for Variation in the Header row. So for Modifiers it could be Modifiers or some other wording. Take note of the Header wording. When you find the csv you are looking for, Click insert in the top menu Row of your csv program, then Choose Pivot Table, then in a New sheet. Then you can put items or what ever row names you want under the Row on the right side and Under columns choose "Modifier" or how it is worded. Now if there are too many Columns you could also Swap the Headers that you placed in the Rows with the ones in Columns. These steps work with Excel and Google sheets, not sure about other spreedsheets like Numbers on a Mac. If you learn how to do this for your current process you can do similar steps for your Items, or your Revenue etc.

Re: Custom report with modifiers separated per listing

JJ_ — Tue, 04 Feb 2025 18:22:12 GMT

I appreciate your support here, @ryanwanner and @Candlestore.

Re: Custom report with modifiers separated per listing

WoolacombePTFA — Tue, 23 Sep 2025 13:50:51 GMT

\I'm trying to figure this out too - I need to print out a list of customers for an event and have the answers to 4 separate questions in separate rows - it's so confusing if it just says: no, yes, etc... and I can't tell which question it relates to!