How do I get the "notes" that I have entered to show up in the "custom" report?

On each item I sell, I enter identifying information on the sale in the "notes" area. I need to have that information show up as a column in the custom reports that we can create. How do I do that? 

 

If we cannot do that, how do I request that feature?

Tags (2)
2,539 Views
Message 1 of 2
Report
1 REPLY 1
Square

@TV - Happy to help advise. To get going, have you tried exporting the "Items Detail CSV?" It contains a column with all the details entered in the "Notes" field. You can find this option from the Transactions tab of the Square Dashboard. Here is a screenshot:

 

 

Would this do the trick? 

 

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!


Sean
he/him/his
Product Manager | Square, Inc.
2,521 Views
Message 2 of 2
Report