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Custom Report that includes NOTES

how do i create a custom report that looks like the Daily Summary Report which includes the "notes" that are added at time of transaction? 

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Square

Hi @gotrixy, welcome to the Community. There isn't currently a report that contains info from "Notes" field unfortunately. Your Transaction CSV will include your notes in addition to the rest of the sale info, which can be exported in spreadsheet format from your Transactions page. Hopefully that helps in the meantime, but we'll update here in the Community if that changes in the future. 

 

Don't hesitate to follow up with us if there's anything further we can do to help!

 

 

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How can I get square to set up the option to include NOTES on a report?

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