thread Re: Export Transactions with Ticket Name in Archived Discussions (Read Only)

Export Transactions with Ticket Name

blacklanternvt — Sun, 07 Feb 2021 18:44:11 GMT

Is it possible to show in a dashboard report, or include in an export, a list of transactions with one of the columns being the ticket name? I see where you can filter by ticket name (in transaction search), and where I can create a custom report by section sales, but I haven't found if I can generate a list of individual transactions and see ticket names for each.

Re: Export Transactions with Ticket Name

Valentina — Tue, 09 Feb 2021 01:36:22 GMT

Hi again @blacklanternvt 👋

When you say "ticket name" do you mean the customer name on the ticket, the transaction ID, or something else?

If you have a screenshot, that would be super helpful!

Re: Export Transactions with Ticket Name

blacklanternvt — Thu, 11 Feb 2021 03:09:14 GMT

It is either the customer name, or the table name. In this case it is "Nelson" as someone created a custom ticket with his name. Often instead it would be something like "Bar 1"

Re: Export Transactions with Ticket Name

JustinC — Thu, 11 Feb 2021 16:51:36 GMT

Stepping in for Valentina! Including a column for ticket name in an export is not an option with Square Reports unfortunately.

However If you attach that transaction to a customer's profile once the ticket is paid and closed, the name will appear in the customer's name column on that same export.

@blacklanternvt