x

Any way to reduce/limit text in description field on a transaction report?

On a transaction report, the description field can get quite extensive because it's tied to the online description we have for related online events/programs (lots of details mentioned).

 

Is there anyway to limit/reduce/alter the amount of text that will show on a report for this field?

 

At the moment, when looking at a report, the description column can just get so big because of the text it's tied to, and accounting folks would love if there's a way to limit this, so the the reports are much cleaner and easier to read.

 

Thank you!

297 Views
Message 1 of 6
Report
1 Best Answer
Square Champion

Best Answer

@ArtSpace-HF You can do a quick trick to fix it so to speak.  Copy this and paste it in a new column in the 2nd cell down:  "=LEFT(AE2,30)"  This will truncate the description to 30 characters and you can put description above it in the header. The "AE" is the column of the description (at least on my report)  Then you can right click on the big description column and "hide" and get it out of there.  This is a low tech solution, and you could always record a macro.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus

View Best Answer >

221 Views
Message 4 of 6
Report
5 REPLIES 5
Square Champion

@ArtSpace-HF Are you pulling the report from your online dashboard?

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
294 Views
Message 2 of 6
Report

Yes, running a transactions CSV report.

276 Views
Message 3 of 6
Report
Square Champion

Best Answer

@ArtSpace-HF You can do a quick trick to fix it so to speak.  Copy this and paste it in a new column in the 2nd cell down:  "=LEFT(AE2,30)"  This will truncate the description to 30 characters and you can put description above it in the header. The "AE" is the column of the description (at least on my report)  Then you can right click on the big description column and "hide" and get it out of there.  This is a low tech solution, and you could always record a macro.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
222 Views
Message 4 of 6
Report

Got it, thanks very much!

183 Views
Message 5 of 6
Report
Square Community Moderator

Thanks for providing the best answer here @Donnie-M ! 😃

 

123 Views
Message 6 of 6
Report

Type a product name