thread Need a report that shows each item with its payment method in Orders, Menu Items, Catalog & Fulfilment

Need a report that shows each item with its payment method

FOPCincinnati — Sat, 20 Sep 2025 11:09:50 GMT

I need a to view my sold items with each payment type. For example, sold 2 clocks paid with cash, sold 9 clocks sold with credit card. In a perfect world it would like like this:

Red Clock 1 Credit Card John Smith

Red Clock 1 Credit Card Sally Jones

Red Clock 1 Cash Liz Snow

Red Clock 1 Cash Bill Nelson

Blue Clock 1 Credit Card Kim Berry

Blue Clock 1 Credit Card John Smith

This way I can match up sales with specific items and way it was paid when I am going through my cash drawer. I can also see that "John Smith" purchase 2 items and used his card.

Help - How can I get this kind of report?

Re: Need a report that shows each item with its payment method

TheRealChipA — Sat, 25 Jun 2022 00:15:27 GMT

@FOPCincinnati First, Covington KY here. Hi, neighbor!

This kind of report is going to require downloading two CSV files (Transactions and Item Details), importing them to a spreadsheet. Then some spreadsheet formula magic will be used to link the data from the two CSVs together so that you can get the report you need. So……

Are you good with or even proficient with spreadsheets? If not, I can help you set one up. Might be best to do this by email, or even in person if you want. I have lots of spreadsheets like this that I use every day for all sorts of “weird” reporting I come up with. More than willing to help with your needs, since I can do this sort of thing in my sleep. LOL

I’ll PM you here if you want to set something up.

Regards,

Re: Need a report that shows each item with its payment method

Candlestore — Sat, 25 Jun 2022 16:39:20 GMT

@TheRealChipA ;

I am ok with spreadsheets, and found through Excel you can use Power Query to link these two sheets up. I use this to link mine to import them into QuickBooks Desktop. Download the two files you mentioned, drop them in a folder, open excel workbook hit refresh and bam its all converted to one workbook. Save the updated sheet as a csv and your good to go.

Here is a video about power Query..... I use it for a few simple functions with no Formulas, it creates them for me.

https://www.youtube.com/watch?v=0aeZX1l4JT4

Just letting you know because this may save you time instead of writing formulas for Spreadsheets.

Re: Need a report that shows each item with its payment method

TheRealChipA — Sat, 25 Jun 2022 17:28:38 GMT

@Candlestore That’s definitely a great suggestion for @FOPCincinnati, and it will probably be easier for them to use.

I’ve been using formulas in spreadsheets for so long that they just kind of slip out of my fingers when I’m sleeping. LOL. But I can see the immense value for people who can rightfully get intimidated by spreadsheet “programming.” Thanks for pointing this out! I’m going to add it to my toolbox of suggestions for future Seller Community answers like this (of course, I’ll attribute that to you!)

Being an unrepentant Apple fanboy I’m more of a Numbers aficionado these days. That’s just who I am! Ha.