Customizable Reports?

[FGFgifts]

We came to Square for Retail from Quickbooks Point-of-Sale a few years ago because of the online integration options. Those have been w.o.n.d.e.r.f.u.l. but there's some functionality that we miss from the old system, including some of the information that was available in reports.

In order to make ordering decisions I download the Item Sales report for any given period of time and look at that to assess patterns. However, we often perform these assessments by Vendor, which is not a field that exports in the Item Sales report. If I'm only checking in on a few specific items it's not such a big deal to scroll through and add that information by hand. But if I'm looking at several months' or the entire year's sales it gets to be a monster task.

For my specific purposes, I'd like to see Default Vendor added as an exported column in that particular report. Though I imagine there are others who would like to see certain information in reports that they frequently use, so maybe a customization option is the better long-term goal?

[MayaP]

Hi @FGFgifts,

Thanks for providing a detailed rundown of why you need the "default vendor" as an exportable option in an item sales report. I certainly understand how this can be beneficial to your business. 

I will mark your feature request as "Reviewed" for now while we continue to track Seller interest.

To other Sellers that see this feature, please leave a like and reply with a use case that your business would have. This will help to signal that this feature request is even more important to address.

We appreciate your input!

[specialtiesgame]

I would also request that vendor be included in sales reports because we need that information to measure vendor performance, and for placing orders.  I have to spend way too much time reconfiguring reports in Excel to get the information I need.

I also came from Quickbooks and really miss the reporting functionality.

[MayaP]

Hi @specialtiesgame,

Thanks for following up and adding more input, this is very helpful!

This step in the Feature Request process will be a time in which other sellers can add their use cases to your idea to make it stronger and demonstrate further how much it is needed. 

Later on, we'll re-visit the most popular feature requests in the "Reviewed" status and bring them to product teams.

Thanks again for the feedback! 

[antdomico]

We agree. Our business would love the ability to make reports by vendor, custom attributes, and other options. It would help a lot!