Customize reports by customer name

[PotterybyPenny]

I am seeking a way to create a report that can be categorized by customer. I am a wholesaler and I would like to be able to access information solely on that customer/vendors name.

[#2]

@stanfordaustin

The reporting around Customers is definitely something we've spent a lot of time working towards. Square's system is built on varying platforms, so what may seem like basic reporting, might actually be a complicated process to generate.

Item reporting does go with the item platform, Customer with the Directory Platform, and we've just started implementing the communication between these. 

What that means for now, these reports as you want them are not fully generatable.

You can add a customer to a transaction from the POS - especially the dashboard.

Click into the Transaction you'd like to Add a Customer > Click the three dots in the upper right hand corner > Add Customer 

If you export the Transaction CSV Customer Name will appear on this spreadsheet. 

It's not a perfect process, but it is reporting requests we continue to share with the product team so they can road map out updates in the future.

[Moose]

This reply was created from merging an existing thread: List of all card sales with name, last four, date, and amount?

Is there a way to get a single screen list of all sales in a given period that includes cardholder name (when available), last four digits, time & date of sale, and amount charged? We want to switch from Intuit, and they provide such a list, which makes it easy to double check transactions. We occasionally need to verify sales by customer/date, but I can't seem to find an easy way to have one list with all the information. It seems the only way to do get this information is to create a customer profile for each person, or click on each transaction to see the details. Those are way too time consuming, and I need to see the details all at once. Is there a way to see all the transactions and all the information in a given time frame? Thanks, Moose

[Moose]

Also — if I go to Dashboard > Sales > Reports > Transaction Status, I get something similar to the list I need, but only for sales that did not go through. I would like this kind of list for sales that did process. TIA.

[Helen]

Hi @Moose! I went ahead and merged your post into this thread. You're right, the report you're looking for isn't available yet, I'm sorry! Please read @Tom's Best Answer for a workaround.

In the meantime I will share your interest in a report that includes sales information, as well as customer information, with the Reporting Team! 

[Diana-OTCC]

I need to run a report showing customer details and exactly what each purchased.  We have to issue tax receipts for donations and have no clarity on this, without opening each individual transaction.  Any suggestions?

[EJ_]

Hi @Diana-OTCC

I moved your post over to this existing thread, as one of your fellow Square sellers had a similar question. 
 

There isn't a specific report that pulls this, but the Best Answer in this thread has a workaround that might work for you. 

[kd_aggie]

I love the analytics that Square has for the overall sales of the business. But I need that by individual. Our average ticket can be over $500 and we need to be able to focus on those consumers versus all the $75 average ticket retail customers. We need to look at who they are and focus on incentizing them differently. Not being able to look at their purchase history by month, or margin on those transactions is a huge loss that I feel should be a no brainer for this data set.

[Chad]

Hello @kd_aggie! I'll make sure to add your comment to request! 

[mopro]

This reply was created from merging an existing thread: How to create individual customer payment history statement?

I have many recurring customers and sometimes they get confused as to their payment history. I'd like to generate a statement that simply shows the transaction history for that one person. I can "print customer" but the formatting is garbage and it includes tons of unnecessary crap and takes multiple pages. I can try to create a custom report but don't see how to filter it to a single customer. Is there a cleaner way to generate this statement?

[mopro]

As it appears this is not possible...what a major deficiency.

Square, please implment a "customer" custom report.

[Helen]

I'll share your request with the Customer Directory team @mopro. I've moved your post to this thread so you can read the workaround @Tom shared in this thread.

I hope this is helpful in the meantime. 

[HTW]

Hello

When I download my Transactions using CSV I get the customer name if available in my database but I really need the email to match up with my accounting software. Please let me know if that feature is available and if so how can I get access to it.

[Helen]

Hmm, there isn't a sales report that includes both the customer's name and their email address @HTW. 

I've added your post to this thread so you can see how to export your Customer Directory. When you export your directory — or just a specific group from your Directory — you can view the customer name and email address as well as details of your customers' spending habits at your business (date of first transaction, last transcation, total spend). I hope this helps in the meantime. 

[CapnCAVU]

This reply was created from merging an existing thread: Customer Transactions History - No Such Report?

Square is so well done and well executed, it's hard to believe you left out a crucially-needed report:  Individual Sales Transaction History for each customer.

The CSV download can apparently provide only TOTALS for each customer - NOT individual sales, as one of the replies implied.

The a customer's historical total is useless when reconciling a bank statement.

Is there some other way to get a report - either for all customers or just one - that shows a customers transaction history?

[Helen]

Hi @CapnCAVU - have you tried exporting the Transactions CSV report from the Transactions section of your online Dashboard? You can sort that report by the column called 'Customer Name' group customers' transactions together. 

It sounds like you'd prefer to see a report from the Customer Directory section of the Dashboard, or from a Custome Profile? Do your customers often ask you for a list of their transcations? Any information you can share about this request will help the Reporting team to make improvements! 

[raabsmitty]

Hi Helen, 

Thanks for your help on this issue. Took me a while to figure out what question I needed to ask to get a customer transaction history. To answer your question above. This is something that would be incredibly useful for my business. I do coaching/counseling and so have almost all repeat customers. Many ask for a report of their sessions for reimbursement purposes. Any easier and more offical way of presenting this to customers would be super helpful. Thanks! 

[Nkurilko]

This reply was created from merging an existing thread: Is it possible to run/print a sales report for just one customer? Or by customer?

Is it possible to run/print a sales report for just one customer? Or by customer?

[Helen]

Hi @Nkurilko! I'm adding your post to this thread so you can read how to access this information from the Transaction CSV.

Or, to view sales information for one customer you could start from the Customers section of your Dashboard. From your Customer Directory you can search and select a specific customer to their sales Activity on the screen (when you click on a cusotmer's name their Activity will appear in new window on the right-hand side).

So that I can share your feedback with the Reporting team, can you share a bit more about how running a sales report for a customer/cusomers would help you? 

[CFHT]

We need to run reports by customer for many reasons. Customers often need quarterly or annual print outs of their visits and payments to submit to their insurance company for reimbursement. Aside from this, it would be much easier to reconcile a customer's account - visits, payments, credits, cancelations, etc. - if there was a way to run a custom report by client instead of having to skip around using their profile and clicking on an appointment that takes you to a new screen, etc. I look forwrad to this option being available!

[ruthierun]

Hi, Helen!  For my purposes, I would like to have a list BY CUSTOMER, BY ITEM (instead of by customer, by transaction) that each customer has purchased in their lifetime with me.  I often have their friends/family members asking if they have this or that yet from my retail shop.  I can sort by customer and read through the items listed within each transaction, but it would be clearer to have a list of items that I can then slice and dice and organize.  Thanks.  Ruth

[kellyj]

@ruthierun

Hi there Ruth!

We are actively working on building a more robust item/customer reporting options, so this may be something we can help you with in the future. For now, I will reiterate your request.

[ruthierun]

Awesome! Thanks!