We were able to add the description cashiers create when they are doing a custom sale back in January, but since February we have not been able to find this field in the reporting feature. Would like to be able to not only identify custom_sale items but would like the description as well. Suggestions?
It sounds like Shopify may have changed how custom sale descriptions are stored in reports. While standard product reports don’t always capture “Custom_Sale” details directly, you can try exporting your order data (Orders > Export) to see if the descriptions appear under line item properties or note attributes.
Another option is to use Shopify’s custom reports in Advanced Reports (for Shopify Plus users) or third-party reporting apps like Better Reports or Report Pundit to pull metadata related to custom sales. If you’re comfortable with ShopifyQL, you might also be able to query this data via ShopifyQL Notebooks.
If the field has disappeared entirely, I’d recommend reaching out to Shopify Support to confirm if there were any backend changes affecting this
Ciara here from Better Reports, I noticed you haven’t found a solution to your question so I thought I’d try to help since we’ve been suggested as a potential app.
As @Promer-Alena described, it sounds like Shopify has made some changes in terms of how they report on custom sales.
Even the ShopifyQL custom query builder does not allow you to filter results by order attribute/property details.
It depends on how and where you are capturing the custom sale, but if it is in the product description at the time of sale, you could try to create a report with order data, including the product title at time of sale and filter for where the product title is ‘Custom sale’. You can do this by adding the ‘Product title at time of sale’ as a dimension and filter to the ‘Net sales by order’ report in Shopify.
If you need a more customized solution, we’ve worked with many merchants before to show custom sales from POS orders.