Square Champion

Is there a quick way to find a customers spend over a specific time period?

Is there a quick way to find a customers spend over a specific time period?

Luke Nieuwland
Owner/Operator
https://www.whiskyrun.com/
Co-Founder
https://www.lakeeffect.ca/
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Hi @LukeNieuw , thanks for posting 🙂.

 

There currently isn't a quick or automatic way to achieve this. I can see how useful it would be for sellers to have access to a Customers Report in Reporting, and I'll make sure to pass the idea along to our Product Team. 

A workaround would be to export an Items Details CSV in Transactions for the chosen timeframe, and use the filter tool in Excel to view the payments of a specific customer.

 

I'm hoping other sellers can share their workarounds as well, but let me know if this works for you !

Lou
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Thanks @Lou8  I did the transaction reports initially, and that does the trick but it's a bit of a pain in the you know what 🙂 I was hoping I was just missing an easier and faster way for next time.  

This would be a great add to reports or filtering in customer directory. In my use case I am filtering all my customers who have purchased from a specific category (easy to do). Then I want to know their total spend over the last 12 months (not easy). And I will compare these customers vs those who did not purchase from that category.

Luke Nieuwland
Owner/Operator
https://www.whiskyrun.com/
Co-Founder
https://www.lakeeffect.ca/
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