Custom Attributes Sales Reporting

[acscoutshop]

I need sales reports by custom attributes. I use the text based Custom Attribute to assign each item in our inventory a GL code. It was time consuming but it was done in the hopes that I would be able to pull the sales reports by these Custom Attributes to make posting the info to our GL easier. 

I really need this feature and I know it's been requested a lot in the past. Please make this happen!

[Ria]

Hey @acscoutshop ! Thank you so much for submitting this Feature Request! I've updated it to the "Open" status. This step in the Feature Request process will be a time in which other sellers can add their use cases to your idea to make it stronger and demonstrate further how much it is needed. Later on, we'll re-visit the most popular feature requests in the "Open for Votes" status and bring them to product teams.
To other sellers that see this feature, please “like” the post and reply with a use case that your business would have. This will help to signal that this feature request is even more important to address.

[SeattleMel]

Yes, we really need to be able to filter reports by custom attribute!  We use the Custom Attribute fields to designate products that we want to sell out of and not reorder, and also to designate products that are held on a consignment basis. It is critical that we be able to run a report specifically of those kinds of items, and be able to see the current stock numbers and total inventory on hand within those categories. 

[gemcityjunction]

I agree.  This would be extremely helpful.  My bookkeeper would really benefit from this.

[sirtonyb1]

Not sure how this isnt possible already but a must needed feature as we also use this for finance reporting!

[gemcityjunction]

I did figure out a little hack about this.  I made category rollups as the GL code (401 Drinks, 403 Food, etc) and then just put each item in it's proper category and category roll up.  For example, we sell coffee and non-coffee drinks.  They are in different categories for web display, but in the same rollup for bookkeeper accounting as she is able to do reporting on the category rollups.  This is a hack way to do it, but it works.  The problem is that it wouldn't allow somebody to take advantage of multiple categories for each item, unless the secondary category were not part of a rollup.

[BHAUS]

The category rollup is helpful, but it's still not there. With Our business would be great if it could at least do services /retail or appointment sales, retail sales, modifer sales

[quotesdontwork]

how is this even a discussion on whether accessing data should be "added" to the system? Adding a custom attribute and then not having it added to the reports is just useless. 

This shouldn't even be a discussion on if this feature should be added or not.

[createdbyanne]

Yes! I would like a thorough description of what Custom Attributes are supposed to be used for if they are NOT intended to be used in reporting. Since Custom Attributes appear to be designed for administrative use only (and not for providing information related to the description of the product in some way), then I'd like to know the logic for NOT including them in the Reports, especially in Custom Reports. 

My use case is to make some kind of work-around for tracking items for which inventory tracking isn't feasible. (I create many bespoke products based on anticipated sales of certain designs. I have stock of different types of blanks that are printed with designs from my collection of designs. I'd prefer that Square Online allow backorder, but that's not the point of this thread.) For those items that aren't using inventory tracking, I could use Custom Attributes to tag them and easily find those items in Reports IF Custom Attributes were available in Custom Reports. Instead, I have to add to the Items Library filter and export from there. 

[gibsonwjr]

I completely agree with the other commentors.   Without the ability to run a report using the Custom Attribute as a option doesn't make any sense to me.   Seems like a simple change, please add this feature!     Our use case is just like the original post, by adding GL account numbers our accountant will be able to make sure money coming in goes to the correct line items.  Thanks!

[ReeseG]

Like the others that have posted, Custom Attributes for Sales Reporting is needed in our org.
Accounting is just one of the many ways this could be useful and having the attribute but not being able to run a report on it is a waste.