Detailed transaction report with full customer details

[MMD]

Hi,

We're hoping to use our Square setup for some upcoming events, but need to ensure we can get the reporting that we need.

I'm looking for a way to get reports that include the following information per-transaction:

1. Full customer details, including phone number and address

2. Full item details for each item in the transaction, including Quantity, SKU and Item Modifiers

3. Any notes entered in along with the item at the time of sale.

I tried to look through the existing reporting functionality, and the "Item Sales" detailed report gets pretty close to a workable solution, but it does not include full customer details.  Any idea how to include that in a single report without having to do a separate export of the customer database and then applying some kind of join or lookup between them?

[Spenser]

Hi @MMD, sorry to see you haven't received a response to your post yet! There isn't a report that will have all of this info, unfortunately. The Transaction CSV will have most of it, excluding the customer's contact info. That spreadsheet would have to be referenced against your Customers page and/or export for their contact info. 

I agree it would be nice to have it all in one place! I'll pass on the suggestion, but let us know if you have any other questions.

[Robin2]

We, too, would,like a report that details daily transactions, including customer names, without resorting to a CSV / Excel dump.  Square, PLEASE make customizable transaction reports beyond mere summaries available on the dashboard.  We're frankly quite puzzled why such an simple transaction report isn't already available.  Thank you

[bevKhavkin]

Yes - we need to enter the transaction details into a medical software for patient information.  The export of transaction detail does not include the customer name.  Are we doing something wrong/haven't set up something correctly?  This seems like a simple report that everyone who uses Square to reconcile their day would want.

[Russell]

Hey there @bevKhavkin & @Robin2 - 

I definitely see where having all of this information in one place would make operating your business a lot easier. I'll be sure to let our Product Team know that this feature is being requested! 

[ksalhoff]

We too are in need of a report like this with transactions and customer details.  As a non-profit, we need to provide this information as backup to our fundraiser sales.

[BSUshers]

As others have said, this seems like a pretty basic report that everyone would want to have.  A report that shows who bought what.

I have to send reports showing which people on the registration sheet have paid their fees through Square.  Seems like it would be a very common type of request.  Please continue asking the engineering guys to make this happen. 

[franklaw]

"That [transaction] spreadsheet would have to be referenced against your Customers page and/or export for their contact info. " - Sounds great, except as far as I can tell there is no way to associate lines from the transaction spreadsheet with a distinct line in a spreadsheet exported from the customer screen.  What field would I use to cross-reference them?

[bdhousel]

I too am looking for a custom report to include:

• Customer Name
• Address to include City, State and Zip
• Item sold
• Amount Sold
• Tax
• Date Sold
• Last 4 digit CC number

[bdhousel]

Do you have an update on this from the Product Team?

[EJ_]

Hi @bdhousel 

Nothing new to report around this, as you're still not able to export customer information along side your transaction information. 

If anything new comes up, we'll post an update, and we'll continue to advocate for this on your behalf.