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Reporting Functions

Welcome to the feedback forum for Clover Reporting Functions. Please share your ideas for how we can update our Clover reporting software to help merchants run their business more effectively. Specifically, this forum should only include ideas surrounding built in reporting functions. We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Reporting Functionality: Ideas here should explicitly focus on the practicality and usefulness of Clover’s reporting feature. Is it easy to customize filters? Is the frequency at which reports generated sufficient?

2. Reporting Tips, Taxes, and Service Charges: This category should distinctively include all feedback regarding Clover reports producing intelligence on tips, taxes, and service charges.

3. Employee Reporting: This category should distinctively include all feedback regarding Clover reports producing intelligence on employees.

4. Inventory/Order/Customer/Sales Reporting: This category should distinctively include all feedback regarding Clover reports producing intelligence on inventory, orders and customers. This also includes reporting on sales/revenue.

5. E-Commerce Reporting: This category should distinctively include all feedback regarding Clover reports producing intelligence on online electronic transactions.

6. Other Reporting Suggestions: Place your idea here if you have feedback that does not fit in any of the other forum categories.


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133 results found

  1. I need the ability for employees to view and print how much CASH they owe to the house. Currently the sales overview is broken out by location instead of by employee. I need to be able to see how much John Smith owes to house as well as Jane Doe. This should include payouts so that the total cash owed to house per employee is easily identified. This way my employee can close out their cash at the end of their shift, regardless of the time of day. Right now, the employee closing at the end of the day shows…

    105 votes

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  2. We are able to select a custom date range in our reports, but the data is spit out as an aggregate of all days in the range. So if I select 3 days, I am shown a report of the entire 3 days, instead of each day separately. I am not able to compare data daily except by exporting and manipulating with Excel. I recommend you give us the ability to see a summary of each day that is in the date range, and then if we were to click the summary it should open up a tree to show…

    98 votes

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  3. A condensed closeout report (like the batch report but include cash refunds tips, gift cards) so my employees can close the register at the end of the night with out having to add numbers outside of the software. Or use the tender stats section in the long report and add CASH, refunds, tips so it gives the total number or sales for the day.

    74 votes

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  4. Closeout app needs an option to list transactions

    64 votes

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  5. 43 votes

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  6. The clover dashboard items section will allow you to filter by category and a specific item in the category. For example, a merchant wants to see how many fish tacos were sold for the month. He selects display by category and selects fish tacos. The display screen shows the how many fish tacos were sold for that time frame and the revenue collected. However , he selects export summary line items, the spreadsheet pulls all items in all categories. We tried selecting the other option, Export Individual line times from this page. Same error. The spreadsheet is pulling all items…

    33 votes

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  7. 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.

    27 votes

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  8. Would like to see a sections for modifiers on reporting

    16 votes

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    1. Last Month. Instead of pulling the last 30 days, it would be ideal if, as a pre-set report not requiring choosing start and end dates, Clover could pull a preset report for the immediately prior month. It would be a more complicated yet better idea if all previous months could be chosen as options without needing to choose start and end dates.
    2. Last Week. This report would require an enhancement to allow the merchant to define their business week start day. We do something similar now in letting a merchant define what time of day to begin Clover reporting. Allowing…
    16 votes

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  9. Have the ability to change between report types you want the auto-printed/e-mails after batch is closed.

    14 votes

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  10. Merchant would like a report that lists the sales for Modifiers as they do count towards the profit/revenue.

    13 votes

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  11. 13 votes

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  12. Be able to run a report to include custom modifiers added to a order

    13 votes

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  13. The view offered on the Dashboard is not the same once the report is exported to a .csv file. Merchant feedback is to offer the same info in the same general format for ease of reference.

    12 votes

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  14. 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.

    12 votes

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  15. merchant would like for the reporting app to be more detailed

    10 votes

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  16. 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.

    10 votes

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  17. 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.

    10 votes

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  18. 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.

    9 votes

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  19. For reporting purposes, associate custom items-- which are entered after a Category has been selected in the register--to the respective Category as a “custom item”.

    Today, all custom items report under "Items Without a Category" even if a Category was selected prior to the entry of the custom item.

    Ex:

    Category:
    Skate Shop

    Item:
    Custom Item

    8 votes

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