How do you run a report for the yearly sales by client

SocialMediaTorc — Wed, 25 Jan 2023 20:50:33 GMT

How do you run a report for the yearly sales by client. I attempted to do this and even got a service person to attempt. You can run lots of reports but I am specifically wanting a report for last year broken down by client. If this is not a feature can it please be added?

Cheers,

Nick

Re: How do you run a report for the yearly sales by client

TheRealChipA — Fri, 27 Jan 2023 18:06:53 GMT

Hi @SocialMediaTorc. I did a little digging and, like you, confirmed that there are currently no Customer sales reports as part of any standard report set. So I have two answers for you.

First, you can submit feature requests by going to this board. For your request, you probably want to put it in the “Square Directory” section. After you do request a suite of Customer Sales Reports, put a message here and I will definitely Like it, as well as share it with others who will also upvote it. The more interest in a feature request, the quicker it gets attention!

In the meantime, all I can really suggest to you is to download a couple of CSV files — your Customer List and for the period you want your Transactions List. You can then create a summary spreadsheet table of sales by Customer that you can work with. Of course, this assumes that you know your way around spreadsheets and formulas, or that you know someone who does. If you don’t, I can probably get you started but would have to ask you a lot more questions first!!

Let me know.

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How do you run a report for the yearly sales by client

Re: How do you run a report for the yearly sales by client