thread Re: Report with Order information!! in Community Corner

Report with Order information!!

EveryMan — Sun, 27 Sep 2020 23:32:30 GMT

Hi,

Does anyone know if it is possible to create a report i can export to CSV that contains the order numbers and product purchased for that day or week?

Thanks 🙂

Re: Report with Order information!!

tranguyen — Mon, 28 Sep 2020 11:09:33 GMT

Hi @EveryMan, thank you for reaching out! You should be able to do this using the Export Orders function within the Square Online dashboard.

When you click Export Orders, you will be able to select whether you want All order, Orders since last export or Orders in a date range. The export will have the order numbers, the customer details and what they've purchased as well.

I hope this is what you are looking for!

Re: Report with Order information!!

susanebrady — Fri, 04 Mar 2022 15:29:43 GMT

If you don't have this option at the top of the scree, is that linked to the type of account you have setup?

Thanks

Susan

Re: Report with Order information!!

Breffni — Fri, 04 Mar 2022 16:13:26 GMT

Hi Susan, thanks for your post.

This should be available on all acocunts - do you see something different?

If so can you send a screenshot so we can take a look? Thanks @susanebrady

Re: Report with Order information!!

susanebrady — Fri, 04 Mar 2022 16:28:55 GMT

Re: Report with Order information!!

Breffni — Fri, 04 Mar 2022 16:42:09 GMT

Looks like you are in the Orders section of the Square Dashboard, rather than the Online Orders @susanebrady. Let me know if the links I've attached help you find what you need.

Re: Report with Order information!!

susanebrady — Fri, 04 Mar 2022 17:59:23 GMT

Ok so i was not looking under online orders. Is there any way to get an export of orders made through a payment link, that will include the name of the customer?

Re: Report with Order information!!

Breffni — Tue, 08 Mar 2022 16:58:36 GMT

@susanebrady are you using Square Online Checkout links?

You can export any checkout link transactions via either order section linked in my previous message but they won't include the customers contact details.