Customer Birthday Club - Report?

[CREEKSIDECLOVER]

We have a birthday club and our customers get handwritten cards mailed to them in their birthday month.  We do not want to change this to email.  I am looking for a way to track birthdays in Square and then run a monthly report so I can handwrite and address the cards.  Is there a way to do this in Square?

[JK_Fiber_Art · Accepted solution]

If you go to your Customer Directory in your Square Account Dashboard, then click on CREATE - in the pop-up for adding your Customer's Birthday, at the bottom there is Birthday Field - so yes, you can collect that info.  You can also select any current Customer and Edit their profile to add their Birthday.   I'm not sure if there's a specific Report or Filter to run to get the Birthday info however, if you EXPORT the data to CSV format you will see the Birthday Field - from there using Excel, you can create any type of Report you need.   Perhaps another volunteer Community Member knows of a canned report that will give you the Birthday, if not, then exporting the Customer Directory is your best option.