twodogsSF
06-03-2025
01:41 PM
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Customer name/email missing from Transaction EXPORT
When we export transactions from our Square dashboard as...
ONLINE > Online Store > ORDERS > ALL ORDERS
- change active to ALL
- select date range
- set location to desired
and hit the EXPORT button, the resulting CSV is missing crucial information, including the purchaser's name, email address, etc.
Please advise how to generate an export or report where we can display all customer information (of the purchaser, not the recipient) for gift card purchases, or alternatively for all transactions related to a given "Fulfillment Location"
ONLINE > Online Store > ORDERS > ALL ORDERS
- change active to ALL
- select date range
- set location to desired
and hit the EXPORT button, the resulting CSV is missing crucial information, including the purchaser's name, email address, etc.
Please advise how to generate an export or report where we can display all customer information (of the purchaser, not the recipient) for gift card purchases, or alternatively for all transactions related to a given "Fulfillment Location"
Thank you.
1 REPLY 1
twodogsSF
06-03-2025
01:43 PM
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Ideally the transaction report we're trying to obtain from our Square portal would include:
- date of purchase
- amount of purchase
- full name of purchaser (not the recipient)
- full email address of the purchaser