Reporting

  1. sales report to show only the employee who took the payment and not the one who created the order

    If we can have the sales report change from employees right now is design to show the full amount when an employee creates the order and when another employee closeout the payment .both of them waited on the customer so technically they both had a hand in paying them out. Merchant would like to show only the employee who finishes the sale so they can get the tip accordingly and in sales report shows just that one employee. to balance the report right now they have to do it through the transaction app and merchant refuse to do this because…

    2 votes

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  2. TAGGING REPORTS

    merchant called in to request an option to tag her reports as she prints them. as in report one (1) OR REPORT TWO (2).

    1 vote

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  3. 2 votes

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  4. see full daily report at home-screen

    be able to see a daily total for the day sales like before, now its only showing the last order.

    1 vote

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  5. Create an hourly sales report

    So that merchants can see their busiest hour and their best products and pull it out by date range, too

    6 votes

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

    In order to report the information we need (sales separated by sales tax rate and tender), we have to pull two separate reports and manually combine them. We would much prefer having the option to customize reports based on the information we need. Reports need much more customization in the data that can be reported and filtered and how reports are built. Being able to combine and report information from payments, inventory, and orders would go a long way towards streamlining the Clover report process.

    8 votes

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  7. Would like to have modifers on reports

    Would like to see a sections for modifiers on reporting

    11 votes

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  8. create an option on the report app to see the tax except monthly or day by day

    create an option on the report app to see the tax except monthly or day by day on the clover or dashboard

    3 votes

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  9. have a default selecting items/cats

    Reporting..i suggest having clients pick the ability to set defaults for items or categories they are wanting to see everyday. Right now customers have to go in a un select the items they do not want to see on their reporting each day. its a 5 min process each day they run a report by unselecting items.

    5 votes

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  10. Mobile Reporting

    One of my Merchants states that the mobile reporting is extremely difficult to obtain, vs the PC dashboard. The app locks up, doesn't flawlessly report.

    Resolution: Make the mobile app reporting, the same as the PC dashboard

    1 vote

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  11. 6 votes

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  12. Add modifiers to the item sales report

    Merchants would like the option to see modifiers for items sales in the report.

    12 votes

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  13. employees able to access items report by categories

    Having employees able to access item reports by categories like beer, wine and drinks for their individual sales through the clover device.

    4 votes

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  14. Keep revenue center reporting on Station

    With the new payments reporting, merchants lose the function to filter by revenue center on the device (only accessible via Web Dashboard). Please include this function prior to sunsetting "old payments" report

    1 vote

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  15. Default Reporting Options - Default Day

    Reporting Tab on Dashboard, in addition to setting a default time for reporting an option to set a default day for reporting can be added.

    1 vote

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  16. Allow for custom reports

    I should be able to take any of the base reports and filter, total, and add fields as necessary. The existing reports are not sufficient to my company's needs, and we're spending days each month to export the data that we need to create reports outside of Clover.

    Right now we need to run the sales, tenders, and discounts reports for every employee in order to collect the information we need, and then we have to collate and transform that information. I would expect any POS system to have much more robust and flexible reports.

    12 votes

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  17. Adding Modifiers on Dashboard should be all in one shot instead of a page at a time

    A client should be able to log into the dashboard, select all items and add modifiers without doing it page at a time

    2 votes

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  18. Last four of card

    Add a column to Transaction Reporting page showing the last four of the card number. You would be able to avoid clicking "Detail" to identify a transaction. This is really helpful when trying to compare batches to deposit totals on the processors end.

    4 votes

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  19. Report of items by tender type

    I need to run a monthly report for a government agency that shows items by tender type. Since there is currently no report, I have to manually count the hundreds of items by tender type.

    6 votes

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  20. taxes on shifts reports

    Merchant is requesting to have the taxes listed on the shifts report in the shifts app

    2 votes

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