thread Re: How do I see the detail from sales e.g. Seller notes, name from checkout? in Payments Troubleshooting

How do I see the detail from sales e.g. Seller notes, name from checkout?

FOSTABJunior — Sun, 21 Sep 2025 11:36:57 GMT

I have looked at item reports and the CSV exports, as well as transactions but I don't seem to be able to find a report that will let me export any of the sales from my online square site as a csv file.

I have added an 'Add note' section to our checkout page and I want to be able to see a list of the customer's name and these notes (and the sales detail too).
I can see them on the email sent to me of one individual sale, but I don't want to have to match hundreds of individual ones. Can I find/make a report to include this so I can export it as one spreadsheet? And if so, how?

Re: How do I see the detail from sales e.g. Seller notes, name from checkout?

Emma_ — Fri, 19 Nov 2021 12:46:57 GMT

Hi @FOSTABJunior, welcome the Seller Community!

There are 2 ways to see all your transactions from Online Store. In both options, you need to filter by Source.

1. From your Dashboard > Reports > Click Filter By > Select Source > Click the little arrow on Source filter > Select Square Online

2. From your Dashboard > Transactions > Click All Source > Select Square Online

Re: How do I see the detail from sales e.g. Seller notes, name from checkout?

FOSTABJunior — Tue, 23 Nov 2021 11:23:08 GMT

Hi,

This still doesn't include any Customer Note though - I can't find it anywhere. How can I see any notes someone adds on checkout? (this option is turned on).

Thanks.

Re: How do I see the detail from sales e.g. Seller notes, name from checkout?

Emma_ — Wed, 24 Nov 2021 14:01:07 GMT

@FOSTABJunior, you can export your orders and retrieve all the customer notes under Order note.

To check the customer note for a particular order, please go to your Online Store Dashboard > Orders > Select an order > See the note under Order Notes. The order note appears only if the customer left a note during the checkout. If you don't see Order note on the Order page, this means the customer didn't leave any note.

To export the customer notes for all your orders, please go to your Online Dashboard > Orders > Export orders. In the exported file, look for Order note column.