How can I add a mandatory custom field at checkout for monthly reporting?

Topic summary

Goal: require a custom field during purchase and use its value in monthly reports.

Plan limitations and placement:

  • Checkout page: Only possible on Shopify Plus (access to checkout.liquid) or by using Shopify’s free Checkout Blocks app (Plus only).
  • Cart page: Available to all plans via cart attributes (aka note attributes) or line item properties; can be made “required” and enforced by removing dynamic checkout buttons so customers must pass through the cart.

Implementation options (non‑Plus):

  • Add fields in cart.liquid/main-cart-items.liquid using Shopify’s UI elements/code generator; disable dynamic checkout and adjust cart drawer to prevent bypassing the cart.
  • Use an app to add product/cart fields, or repurpose an unused field and relabel it. Some users hired theme developers for small paid tweaks.

Reporting:

  • EZ Exporter app can export Cart Attributes and Line Item Properties into separate CSV columns for sorting/analysis.
  • Native: export orders to CSV and sort by the custom field column. Custom reports are on Advanced plan+, but adding a new custom field to native reports isn’t supported.

Status: Multiple workable approaches shared; best path depends on plan (Plus vs non‑Plus). Images were included as illustrations only.

Summarized with AI on December 12. AI used: gpt-5.

Thank you
I tried to figure the cheap mode option myself and ended up getting frustrated.
I would happily pay to get some help if you have the bandwidth!

1 Like

@katherinecabell yes, we can help
Please feel free to reach out. This link have my contacts.

Hopefully your problem is solved, if not visit this shopify page .

If you have SHOPIFY PLUS you can SOLVE with CHECKOUT BLOCK developed by SHOPIFY. You can find it in APP STORE Directly. Work great and it’s free