How to pull Customer Spend within a given time period?

[goodbottlerefil]

Hi all,

I have seen a few older posts with a similar topic (as far bas as 2018 and as recent as April 2024), but wanted to write in my own question in case there have been updates that I have not seen.

I'm looking for a way to pull how much a customer has spent within a given time period + in a specific category within that time period. It seems I am able to pull data of customers who have spent money say, between Jan 1 2024 and Dec 31 2024 in a category, but it does not tell me HOW much they spent in that category.

The only way I would be able to pull a report of customer spend within a given category and time period would be to pull individual reports - which seems like a heavy lift if I have something like 3,000 customers in my directory. Does anyone have any alternatives to this so I don't spend 2 weeks manually pulling individual customer reports from Square?

[Candlestore]

@goodbottlerefil ;

Best ways to do this are:

1. Download your Transactions Csv file from Square Dashboard.  Open the CSV then click Insert in the top ribbon and choose Pivot Table.  In the Pivot Table you can choose to filter by Customer, Select different Customer and bam its done.  This can be done in Excel or Google Sheets.
2. The other alternative depending on your accounting software and how data is inserted there this Might be possible.  I import Customers Names to my Accounting and at first I just used Customer as Square Sales which would not work for sorting Customers.
3. The last way is currently the way your doing this inside of Square reports.

I use Excel for this and I can get a report like you want for any of my 8000 plus customers with in 5 minutes.  The longest time is waiting for the Transactsions.csv to be ready to download from Square to my computer.  This depends on how many Transacations your trying to download, weeks go faster than a month, which both of those go faster than a years worth of data.

The nice thing is once the CSV is downloaded and customer 2 comes in you can see the report quickly by filtering to Customer 2.  You do not have to redo everything, just open the file and then filter the previously saved Pivot Table to Customer 2 or 3150 for example.  Insert Name of customer instead of 3150.   Just make sure the Customers name is assigned at the time of the sale.

[Candlestore]

@goodbottlerefil ;

I thought I replied yesterday to this but seems I may have forgotten to hit Reply.

Anyway the easiest way I know of is to goto your Transactions area and download your 3 Transactions CSV's.  I am not sure which of these 3 would give you the Date, Category, Item, Customer name and Price (Total) for the customers.  Look for these in each of the CSV headers columns in Google Sheets or Excel.   When you find the CSV that has all these you can do a Pivot Table to get this information Quickly.  

You can even append each yrs csv to a giant CSV to do the Pivot on to see if spending has changed over the years.

Otherwise you can keep doing the process your doing or create a Custom Report in Square Reporting.  I am just not sure How quick it would be to see all the Different Filters you would like.  I have avoided Square Reports and mostly use the CSV downloads and Excel with Pivot Tabels to get the information I am looking for.

The Last thing might be to look in your accounting Software if you track customers there.  I Just use Square as my customer currently in my accounting software but use to import each Customers Name also.

[JJ_ · Accepted solution]

Hey there @goodbottlerefil and welcome to the Square Community 👋

This is currently considered a feature request. I recommend posting this on our Square Reports board. Our team will moderate these boards, and other Sellers will be able to vote and share their use cases for a feature like this one. 

[Candlestore]

@goodbottlerefil ;

Best way to do this would be Export your sales Transactions from your Square Dashboard, then open it with a Spreedsheet program like Google Sheets or Excel.  Then create a Pivot Table using the Customer Name field as a Filter.

Here is an image of a Pivot Table I quickly made with Customer Name Column as a Filter, Category, Item and Qty sold for end of 2023 and 2024.  This shows a customer that comes in once or twice a year.  I chose Qty instead of Gross or Net sales for the Value in the Pivot table.  To change Customers all I need to do is tap the Filter by John and select Mary for example.