Reporting options in Square for our church donations

[paulaabbott1024]

We are a church and we use SimpleGive for our online donations and we get a report each day of the amount of donation and who gave. I'm starting to use Square for our foyer for people to give while they are at church. I need a report for each day on the amount of donations and what fund it went to and customer names that donated. Is there should a report? I'm been looking and don't see it. 

I really like using Square for inside the church so much easier. 

Thank you Paula Abbott

[MayaP · Accepted solution]

Hello @paulaabbott1024,

Thanks for reaching out. I’m happy to provide some guidance on how you can use our reporting tools for your business.

Just to clarify, will these payments be processed in person? You can use the Transactions report to see the payment amounts for each day. For security reasons, customer information isn’t included in these reports. What I recommend is adding a note with the customer’s name and program at the time of payment in the Square app.

You can also export your transaction details to a CSV file so you can review and organize everything more easily.

Let me know if you have any other questions. I’m happy to help.