Reporting

  1. Need to Update Reports Export - I've Exported Three Files for the Same Day and NONE Match

    This difficult to explain but I will do my best. Thanks for listening.
    I can export three separate reports and NONE show the same sum.
    Export gross payments: this is skewed because it INCLUDES declined transaction sums. ie: gross sale $8640.25, report shows $9074.25. As a declined transaction of 434 is included in the report. Easy enough to deduce this misrepresentation within the report. Gets worse! This report includes transactions only it does not include item number or category.
    Orders app allows to export 1. orders: this report shows accurate gross. It does not include declined transactions as the report…

    5 votes

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  2. Employee Report

    Merchant unable to view the report; merchant wants employees to view Employee Report and Employee Stats only

    5 votes

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  3. Discount Report - By Discount Name

    There doesn't appear to be a report that can be pulled to show total discount $$ applied to transactions -with the name of the discount listed. There are discount reports, but not one with the discount name. I think it would be great to be able to tell which discounts/promos are getting the most use so that a business owner can determine ROI for their marketing efforts.

    8 votes

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  4. Default reporting to "This Device" instead of "all devices" as default to each Device.

    For multiple locations, it will be better when generating reporting from each device, under Reporting App the default filtered selection should be "This Device" instead of "All Devices" as sometimes employees may forget to filter it and this cause discrepancies during reconciliation.

    8 votes

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  5. Reporting clarity: lineitemsexport.csv Column Q - R

    please remove the amount listed in Column Q as it is redundant with Column R. Merchant would like to be able to sort by items shown in Q and are reporting that it is difficult with the amount listed in the same column.

    1 vote

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  6. Reporting clarity: lineitemsexport.csv column A

    Column A 
    This shows date Items added to an order. 
    Merchants are considering this column as the paid/transaction date. 
    Please show column A as Line Item Order Creation Date - or similar 
    Please add column B as Line item Transaction Date - or similar

    2 votes

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  7. 5 votes

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  8. Clover transaction report by Devices should include disassociated devices

    If a merchant has more than one Clover device and one of the devices is removed from the account then they should still be able to sort and run reports of transactions by specific devices including any disassociated devices.

    3 votes

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  9. Removed items Report

    Merchant wants to be able to see a report that reflects what manager code was used to remove items

    10 votes

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  10. taxes report

    Merchant would like taxes report to show accurate amount and not the rounded amount.

    11 votes

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  11. Annual Item Reporting

    I LOVE the new Annual Reporting Request for Payments, However, it would be absolutely WONDERFUL if I could request the same for Annual Item reporting.

    4 votes

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  12. 15 votes

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  13. it would be really helpful for people doing expense reports if the itemizations were displayed in the email. Right now it takes several step

    It would be really helpful for people doing expense reports if the itemizations were displayed in the email. Right now it takes several steps to download the itemized receipt and re-upload it to the expense reporting platform, rather than just being able to forward an email. Thanks!

    3 votes

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  14. Void Report by Managers - Not in System - Owners have to One. Accounting 101.

    Have asked on 3 occasions last year to Clover Support, to NO RESOLVE. Will replace entire POS system, with another company.

    4 votes

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  15. See the name of the server who sold it for marketing and upselling purposes

    merchant wanted to know how to have an average guest report where she is able to see which server sold what product
    educated the merchant she can do an and employee item report to see which items guest order more , but merchant also wants to see the name of the server who sold it for marketing and upselling purposes

    1 vote

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  16. Discount reporting excel needed

    Can you please create an excel export on the reporting - discounts screen? The Order section does not have enough info on the discounts column - it does NOT list the type of discount.

    6 votes

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  17. Items Report

    merchant would like to have option to search for a single item on the reporting items sheet, would also like better options when it comes to sharing the information from the items report

    7 votes

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  18. Shorter Receipt Reporting

    Merchant wants a change on the clover device about shorter receipt reporting

    5 votes

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  19. App Market Billing to show wireless manager fee per MID & prorated billing per device

    Merchant would like to have a report that they can pull that will:

    1. Allow the client to show the total number of devices that are being billed for the wireless manager fee (per MID).

    2. The amount prorated (per device) and the amount being billed monthly (per device)

    The merchant is requesting to be able to review from May 2018 forward and they have not been able to find a way to review this on the dashboard.

    3 votes

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  20. Card Verification Method Transaction Reporting

    The merchant is requesting that we include the CVM such as signature, online_pin, etc. on the exported Transactions report. The merchant does not have an option to get this information in a spreadsheet format. Therefore, they have to manually go into the “transaction details” via the Clover Web Dashboard>Transactions App> Transaction Details>CVM for every transaction.

    1 vote

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