Customer Directory - Itemized Transaction Report

[ICMinistries]

Is there a way to print/export a report of the customer directory that shows an itemized transaction by customer. Currently the export feature shows all customers in our directory listed with total spend, transaction count and other info. We are using Square for our church ministry, and love most of the features. However we want to provide yearly contribution statements to each of our members that shows their itemized transactions. This is necessary for charitable contribution tax purposes. Also it would just be nice to have this feature just in case someone would like to see their contribution records at any time. Please advise, Thanks! 

[Candlestore · Accepted solution]

@ICMinistries ;

If you login to your Square Dashboard on a computer.  From the Home Page click Transactions.  Then you can download Transactions csv files (3)   Transactions, Details, and Items.  If you download the Items CSV, then open it with your prefered spreedsheet program.  I use Google Sheets or Excel.  In the top you can choose Insert, Choose Pivot Table and you can get a Pivot Table of items sold to different Customers quickly.  I just looked into creating a Custom report on the reports tab and you can not filter by customer even creating a Custom Report.

Here is from downloading my Transacations items Csv and opening it in Excel.  I then selected a cell in the file, chose Insert Pivot table, in a New Sheet.  then added a Filter by custer ID instead of customer Name, Rows of the Items they bought, and the Gross amount for the Value field and got this report.

Hope this helps you out.