thread Re: Customize reports by customer name in Archived Discussions (Read Only)

Customize reports by customer name

PotterybyPenny — Sun, 26 Jun 2016 00:25:46 GMT

I am seeking a way to create a report that can be categorized by customer. I am a wholesaler and I would like to be able to access information solely on that customer/vendors name.

Re: Customize reports by customer name

Tom — Sun, 26 Jun 2016 00:25:19 GMT

Hi @PotterybyPenny! Yes, you can use our Customer Directory feature, which will allow you to view each of your customers and export the list as a CSV file.

Learn more about Customer Directory in our Support Center. Hope this helps!

Re: Customize reports by customer name

RSPoke4Well — Wed, 21 Sep 2016 00:30:30 GMT

Maybe I'm missing something. (I think Penny was asking the same thing). I want to generate a daily/monthly sales report, broken down by customer. The customer directory does not give me this option. All transactions are tied to customers/patients. As such, it should be easy to reconcile against clinic lists etc. But so far it's been a chore. Thanks in advance!

Re: Customize reports by customer name

Tom — Thu, 22 Sep 2016 21:13:45 GMT

Hey @RSPoke4Well, thanks for checking in on this.

We don't have the exact report you're looking for at this time. For now, you might consider downloading the Transactions CSV and sorting it by the "Customer Name" column.

I realize this still requires a few extra steps as you'd have to use Excel or Numbers to sum up totals, but hopefully this helps with surfacing the information that you need.

We are tracking this request and I'll be sure to share your experience with our product liaison team. Let us know if anything else comes up!

Re: Customize reports by customer name

MsRoo — Thu, 19 Jan 2017 19:20:35 GMT

I'd like to see this type of report as well.

When I create a transaction CSV my customer names don't appear so this doesn't help. I can create a report by each individual customer but there's no way to select a date range so I can't tell what's from 2016 vs. 2017

Re: Customize reports by customer name

WindYouth — Mon, 07 Aug 2017 02:57:36 GMT

I need this report also, but when I follow this instruction, I get a spreadsheet with no customer info in the customer column. I can go to the Customer tab and see most of the customer names (first name and last initial), and when I click on them, I can see their transaction amount, but I can't seem to get that to print in a report.

We are a nonprofit and need a report on our donors and the amount they donated. Is this possible?

Karen

Re: Customize reports by customer name

Helen — Wed, 09 Aug 2017 18:34:50 GMT

Hello and welcome to the Seller Community @WindYouth!

If you need to print the information that you're seeing on the Customer's tab, you can download a CSV to your computer from that page! To do this:

Navigate to the Customer Directory from your online Square Dashboard.
Click Import/Export > Export Customers.
Click Download to get a CSV file to your computer and open it with spreadsheet software such as Excel.

This report will include your customer's name, and contact information (where available) as well as the number of transactions and the total amount they've spent.

Don't hesitate to post again if you have any other questions! Happy to help!

Re: Customize reports by customer name

ncwebb — Tue, 15 Aug 2017 21:26:11 GMT

I also work with a non-profit, and we need to be able to tally the cutomer's totals. Preferably for the year. This method, by export, only list total spent with no way to filter by date. I add a cutomer to each transaction, but the transaction list only displays a few customer names when exported. The majority of the transactions are blank on customer. I really need this functionality.

Re: Customize reports by customer name

LMerchant37 — Thu, 05 Oct 2017 13:35:04 GMT

I want to agree with mcwebb that when I follow these instructions and download the CSV file, the Customer Name is not displayed. This seems like a flaw in the report generating function within the Square Console. It is basically failing to include the data from the Customer Field Column when generating the report. Can you please fix this problem, Square?

We are using Square on a limited basis so far, but I can see how if Square was our primary payment method, this problem would be a very significant one for functionality as a SMB.

Re: Customize reports by customer name

nineneedles — Thu, 07 Dec 2017 17:23:49 GMT

There is seriously no report by Customer Name? I mean, it seems pretty basic. Is this something that is coming? I just spent so much time and energy getting Square set up, only to find that it still imports into Quickbooks as "Square Customer" and then I cna't even run a report in Square itself?

Hope I'm not too late to return everything and go with a different system!!

Group Sales report

project150 — Fri, 12 Jan 2018 23:10:31 GMT

Can I run a report of sales for a specific group?

Re: Group Sales report

Chad — Mon, 15 Jan 2018 01:49:08 GMT

Hello @project150, could you provide some details on the group your referring to? Are you referring to a group of items or a group of customers?

Re: Group Sales report

WSSDARJuniors — Wed, 31 Jan 2018 04:48:30 GMT

Hi! I need to do this for a group of customers. I've already assigned all of our customers to groups, but can I run a sales report based on each customer group?

Re: Group Sales report

Helen — Thu, 01 Feb 2018 00:29:35 GMT

@WSSDARJuniors I've merged your post into this thread. It's not possible to download a sales report for a group at this time but you can download a transactions CSV file (see page 1). I'll share your request for this with the Customer Directory team.

We'll let you know in this thread if there are any updates!

List of all card sales with name, last four, date, and amount?

Moose — Mon, 09 Jul 2018 23:35:45 GMT

This reply was created from merging an existing thread: List of all card sales with name, last four, date, and amount?

Is there a way to get a single screen list of all sales in a given period that includes cardholder name (when available), last four digits, time & date of sale, and amount charged? We want to switch from Intuit, and they provide such a list, which makes it easy to double check transactions. We occasionally need to verify sales by customer/date, but I can't seem to find an easy way to have one list with all the information. It seems the only way to do get this information is to create a customer profile for each person, or click on each transaction to see the details. Those are way too time consuming, and I need to see the details all at once. Is there a way to see all the transactions and all the information in a given time frame? Thanks, Moose

Re: List of all card sales with name, last four, date, and amount?

Moose — Mon, 05 Mar 2018 15:34:07 GMT

Also — if I go to Dashboard > Sales > Reports > Transaction Status, I get something similar to the list I need, but only for sales that did not go through. I would like this kind of list for sales that did process. TIA.

Re: List of all card sales with name, last four, date, and amount?

Helen — Mon, 09 Jul 2018 23:35:21 GMT

Hi @Moose! I went ahead and merged your post into this thread. You're right, the report you're looking for isn't available yet, I'm sorry! Please read @Tom's Best Answer for a workaround.

In the meantime I will share your interest in a report that includes sales information, as well as customer information, with the Reporting Team!

Need a Report that Shows Customer Details and Transactions for a Time Period

Diana-OTCC — Fri, 08 Jun 2018 13:01:32 GMT

I need to run a report showing customer details and exactly what each purchased. We have to issue tax receipts for donations and have no clarity on this, without opening each individual transaction. Any suggestions?

Re: Need a Report that Shows Customer Details and Transactions for a Time Period

EJ_ — Sun, 10 Jun 2018 22:49:32 GMT

Hi @Diana-OTCC

I moved your post over to this existing thread, as one of your fellow Square sellers had a similar question.

There isn't a specific report that pulls this, but the Best Answer in this thread has a workaround that might work for you.

Re: Customize reports by customer name

Diana-OTCC — Tue, 12 Jun 2018 15:41:22 GMT

This works, somewhat. Thank you!