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transactions in dashboard

Hi. I'm a new user and may be overlooking something. Is it possible to customise the transactions view /dashboard/sales/transactions

 

I would like to see the item category as well as the item name, and the customer.

 

These are available in the export but this would be a quick look.

 

Can this screen be customised?

 

Also can the detailed export be customised, or a new export created?

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Square Community Moderator

Hey @northsydneyches thanks for reaching out and welcome to the Seller Community!

From what you've described, it sounds like you would benefit from the custom report option which allows you to create specific reporting to meet your business needs. You can export your custom reports from your Dashboard as required. 

I've included the steps to set this up here: https://squ.re/3FmEnDj

Give this a go and let us know if that answers your question.

Laurie
Community Moderator, Australia, Square
Sign in and click Mark as Best Answer if my reply answers your question.
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