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  1. Cardholder names included in transaction report export

    65 votes

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    10 comments  ·  Reporting Functions » Inventory/Orders/Customer/Sales Reporting  ·  Admin →
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    Outreach Request  ·  Kevin Nathan responded

    Hello, 


    Can you please clarify which transaction report your exporting? i.e. Transactions App, Web Dashboard CSV, or something else?


    Thanks, 

    Clover Product

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    Nancy commented  · 

    I have to enter every transaction into my accounting system by customer name. Your transaction report is not helpful as the only name that appears is the employee who ran the credit card. I need to see the name of the customer in order to enter that info. Otherwise, I would have to enter anything as "anonymous" which will not suffice at all for our nonprofit animal shelter.

    Nancy supported this idea  · 

  2. Create an option for either custom or multiple filters to be used in reporting.

    11 votes

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    0 comments  ·  Reporting Functions » Reporting Functionality  ·  Admin →
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    Nancy supported this idea  ·