Print a yearly sales report for an individual customer

reitermanfeed — Tue, 30 Dec 2025 15:58:21 GMT

Is there a way I can print a sales summary for individual customers who want to see what they've

purchased in the last year

Re: Print a yearly sales report for an individual customer

Sammie_C — Tue, 30 Dec 2025 16:41:35 GMT

Hi @reitermanfeed, thank you for your post!

Unfortunately there is not a way to retrieve a report in this exact way, but I was able to find a workaround for this. I am going to go ahead and link another post here from the Square Community that goes over that workaround.

I will also leave those steps below from one of our Square Champions, as well:

"First, export your years Transactions Details.csv file.
Then open in Excel.
Click on a cell.
Then click Insert - Pivot Table to a new sheet.
On the Right side select Date, then Customer Name, then Select Item, then Quantity.
Finally, Gross Sale.
Put the Customer Name as a Filter (the Date and Item should auto-populate in Rows)
Put the Quantity or QTY as a Column and the Gross sales as a Value
Then on the Left side there will be a Filter type Icon near the top and select the customer.
Now your sales for that time frame must collect the customers name at the time of sale, some auto generate based on cards and a lot do not. So at the Time of the sale you or your employee would have needed their name.
You should end up with a Pivot table that you can print as a pdf. You can also tap the - signe to minimize the chart by date etc."

I hope this helps! In the meantime, please feel free to let me know if you have any other questions and I would be happy to help.

thread Print a yearly sales report for an individual customer in Reports Setup & Management

Print a yearly sales report for an individual customer

Re: Print a yearly sales report for an individual customer