Reporting

  1. 16 votes

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    2 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  2. Reproting- Virtual Terminal

    The merchant would like transactions processed virtually to be included in reporting. merchant requested the virtual transactions be isolated in reporting, so he'll be able to determine the difference in the amount of transactions taken virtually vs the in-store transactions

    1 vote

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  3. 3 votes

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    1 comment  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  4. New Cash Total Reporting

    merchant needs the reporting to show a new cash total.
    every night the merchant pays his employees their Tips left on cards in cash
    from cash sales and would like for the report to reflect that.

    4 votes

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  5. Reporting App- Customer Reporting

    The merchant would like to reporting app to be more unified and include customer reporting. merchant would like to access reporting and search for customers using the customer id or order id in order to determine the items frequently purchased per customer

    10 votes

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  6. 1 vote

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  7. Dashboard Reporting: Merchant needs one report with items taxes and payments all in one

    Merchant needs one report with items taxes and payments all in one

    4 votes

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  8. Deleted Order Reporting

    Merchant would like to be able to view deleted orders and have a report he can pull for this.

    30 votes

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    under review  ·  4 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  9. Pulling 3/6/12 Month Reports on High Volume Accounts

    we need a way to pull quarterly/semi-annual and annual reports on high volume accounts without timing out. When you call support they advise to make the reporting time frame smaller. but that in a fast paced environment and for overall user experience, pulling reports a few weeks at time is extremely manual add the possibility of errors and should not have to be done.

    4 votes

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    0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  10. Pulling 3/6/12 Month Reports on High Volume Accounts

    we need a way to pull quarterly/semi-annual and annual reports on high volume accounts without timing out. When you call support they advise to make the reporting time frame smaller. but that in a fast paced environment and for overall user experience, pulling reports a few weeks at time is extremely manual add the possibility of errors and should not have to be done.

    3 votes

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    1 comment  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  11. Scheduled time to print sales reports

    Give the reporting app a scheduling function ... ex: "run/print/email daily sales total report every day at 9pm" - understanding that this is not a "batch" report, which is already automated and can be set to send an email. The batch typically happens much later after business is closed. Automating the report to simply print out at a certain time would help businesses with closeout daily, and does not affect the batch or tips that may still need adjusting.

    8 votes

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  12. Stop Printing Option

    Merchant printed a summary report accidentally, the merchant would like to option to stop the printing, once it has started.

    5 votes

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  13. Wants a one year report for her tax account.

    Merchant called because she wants a one year report for her tax account.

    She does not want to print month by month or 3 months at a time

    11 votes

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  14. Cardholder names included in transaction report export

    When exporting transaction report, should include cardholders name

    46 votes

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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Reporting app to show tenders under Employee Stats

    The merchant wants to have the individual employee tender stats linked to EMPLOYEE STATS in the Reporting App on the clover devices. She does not want to have to go to Shifts Report to get the details of each employee.

    5 votes

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  16. Exported Order reports EXCLUDE Order Discounts (vs Item Discounts)

    When exporting order report ( line item excluding open orders) report shows ITEM DISCOUNTS, it does not include ORDER DISCOUNTS. This report is includes item name, sales price and category. This report shows a gross sale of, $16,608.05. Clover transactions show gross of $15697.69. A DIFFERENCE of $910.36. This difference is the total of the ORDER discounts, yet the order discounts are not displayed on this report. When exporting order report, report shows ORDER DISCOUNTS only, not ITEM DISCOUNT. This report shows each transaction, by time, only and is not comparable with the line item export.The only solution I see…

    5 votes

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  17. Wastage or Unsold Food Reporting

    All stores or restaurants selling food have wastage. Merchants need the ability to track spoiled or unsalable items. Many merchants have requested this.
    Suggestion:
    (E.g. 1 lb of spoiled meat.) Add a ‘Waste’ button or option to the checkout screen. This would be a separate function and not a sale. Merchant inputs the amount. The amount is auto reduced in inventory. Reporting: The price of either cost or retail would be shown on the detail report as a negative loss, in a separate column, for that day or month. Please advise if this is in the pipeline or when it…

    6 votes

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    3 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  18. Items Report to only show Food, Liquor, and Beverages total sold without listing the items sold.

    Merchant request Reporting items Report to only show Food, Liquor, and Beverages total sold without listing the items sold.

    3 votes

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  19. Transaction App: Voided transaction log

    A great idea to add to the transaction app is a "void" transaction type. This would be different from refund.
    This log would keep track of all payments that are voided by the void button along with timeout voids. Perhaps even make voids a different color than red since that is reserved for "refund". This also would be very neat to add to the orders app. So you can filter down voids in orders app, like you can filter refunds in both transactions and orders app.

    11 votes

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  20. Reporting: Export 1 year but as daily totals

    Merchant would like the 1 year search report to have a day by day break down when exporting.

    3 votes

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