Looking for "paid by" info; is there a better way?

[bkrass1]

In addition to fundraising activities we do through Square, some of our members pay their annual dues that way. We set up an item for it and they add it to their cart just like anything else.

I need to get a report of who paid dues at some point in time. The choices I see are to filter dues transactions and click on each transaction to get the name off the receipt or to export the transactions and grab it from one of the columns.

Is there an easier way to do this in a report, or should I set up dues some other way that makes this easier? Thanks!

[crystalimages]

Dashboard under customers

Blue button on the right (Edit Filters)

Click (Select)

Choose the item

At the bottom click the blue button that say (See ### Customers)

You can also add other parameters to refine the search.

This will bring up a list of customers who have purchased that item.

However, it will bring up all customers who have ever bought the dues, so you will need to add a parameter for Purchase date and provide a date range.

Otherwise, you will have to give a specific name to the item Dues, say 2021 Dues, and change it every year.

Then you could search for the specific year item.