thread How do I view my transactions report for a certain date range? in Archived Discussions (Read Only)

How do I view my transactions report for a certain date range?

jolyndb1 — Sat, 23 Sep 2017 18:21:05 GMT

Is there a report that lists customer payments for 2016?

Re: How do I view my transactions report for a certain date range?

puka — Sat, 23 Sep 2017 18:21:26 GMT

Welcome to the Community @jolyndb1!

You can find this in your Transactions reports on your Square Dashboard. Just filter the date range you're looking for and then hit Export from the top right corner.

I need names of customers and their payments in a report.

jolyndb1 — Sun, 24 Sep 2017 18:38:33 GMT

Thank you so much for your quick response! I got to transactions and payments for 2016 but I dont know how to create a report that includes the customer name along with payment. Is that possible?

Re: I need names of customers and their payments in a report.

puka — Sun, 24 Sep 2017 18:47:05 GMT

When you export your Transactions CSV, a column with Customer Name should show up once you open it in your preferred spreadsheet program. If that section of certain transactions were blank, it means that their name was not captured during the sale. To avoid that for future payments, you would just need to Create a Customer either before or during checkout.

Hope that helps!