How can I query a birthday

[fernandfolkspa]

I would like to print out a birthday list from month to month how can I do this? I would like to see how many birthdays are coming up next and see if I need information like emails or addresses from them. I would like to print it off is this possible? 

[Spenser · Accepted solution]

Hi @fernandfolkspa, welcome to the Community. 

There isn't a report in Dashboard specifically for birthdays but you can export your Customer Directory in order to list and print them.

Head to your Directory page and you'll find the Export button in the top right corner of the screen. This spreadsheet has a column for birthdays, and will also show any available contact information you have for everyone. 

Hope that helps! Let us know if you have any other questions.

[Liv119]

I am manually entering my customer's birthday in Square, and I need to run a report each month to view my monthly customer birthdays.  How can I do this?

[Helen]

The title of this thread has been edited from the original: Birthday Report

Hello @Live119! Check out Spenser's Best Answer in this thread for the steps to download your customers' birthdays. 😀🎂

[DivineInGod]

Thank you for this answer! It was what I needed.