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Custom Transaction Reports

 

 

 

Hello, I am looking to create a custom report, where the type of credit card payments are specified individually.  Is that possible?

 

Thanks!

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Admin

Hey @ajrahn4944-

 

Thanks for posting in the Seller Community.

 

You have two options for this kind of report:

 

  1. You could view a Payment Methods report which is a summary of the total collected and any associated fees from credit, debit and gift cards, and any other tender types.
  2. Otherwise, you can also download a CSV file of all of your transactions for a given time period. Within the file, it will indicate which payment method was used (cash, card, gift card). 

I hope this helps! Let me know if you have any questions about this. 

️ Isabelle | she/her
Seller Community & Super Seller Program Manager | Square, Inc.
Learn about the Super Seller program!
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We are using the transaction.CSV report but would like to have the category of the item included on the sheet and have the sae information as the Transaction Item.CSV.  Can you add the feature of a custom transaction report like the custom reports feature to select what information we need is or have a complete report with all categories and information?

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