detailed transaction data does not match online transaction report

CDWEGNER — Sat, 20 Sep 2025 07:09:21 GMT

We have a customer who has visited us twice.

When I dump all of the transaction data for the year, I see two transactions for that customer. One for $97.06 and one for $132.85.

When I try to use the transaction report for that customer, I see a single transaction. Only the $97.06 one appears. All of the filters are off; I should see two transactions.

There are quite a few examples of this.

Any tips from anyone?

Thanks.

Re: detailed transaction data does not match online transaction report

Candlestore — Sun, 17 Nov 2024 17:33:31 GMT

@CDWEGNER

When you dump your Transactions for a Year you see two Transacation but when you do a Report you only see one.

I am wondering if you did the Report for the Sametime Frame.

What I would do since you have the Timeframe for a Year in your Transaction, export that as a CSV.
Open the file with Excel
Insert a Pivot Table - select a Cel A1 in the 1st image, Choose Insert 1st image Red Circle, Then You want to select Pivot Table from Range as Shown in 2nd image, the insert the Pivot Table to a New Sheet. This will give you a 2nd Tab in the Excel Workbook. Image 3.
Select Date, Gross Amount and Place a Filter by Customer Name (if you now this)
and you will get a Filter at the top of your chart that you select the Name of your customer and get a list of all their Transaction for the Downloaded CSV file. The below image the Filter is for Customer ID but I did not select One Customer for the image. You can also Type in the Name of the customer after Taping the down Arrow that has the circle around it in about cell B1. On the right side of the image you want the Pivot Table Fields setup similar to mine to get the below image. These selections are Squares Header Fields from the downloaded csv.

This will then give you the 2 transacations and the Dates for these two transactions to see if the Date range of the Report can see the Date or if the Missing Transacation was out side the Reports date range. I also like getting my data from Square as a csv file so I do not have to keep searching for the correct report I want or created on the Square dashboard website.

thread detailed transaction data does not match online transaction report in Payments Troubleshooting

detailed transaction data does not match online transaction report

Re: detailed transaction data does not match online transaction report