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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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113 results found

  1. We need to be able to view the notes put on transaction in a download!

    5 votes

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  2. merchant would love to have the detailed report option added back in, along with the current batch summary report that gets printed out at the end of the day

    3 votes

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  3. I am asked reguarly by 3rd party softwares that integrate and sync with clover as to the 'creation date' of a product. Can you add this? As an example, some of my products are not properly syncing with ECWID and they wanted to find when the product was created and in order to do that they need to know from your end. There is not currently an option in reports or inventory for that but it would be helpful.

    1 vote

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  4. Like many companies in the US, my week starts on Monday. Why is there no way to change This Week and Last Week in Reporting to reflect a Monday start day? Seems like an obvious option to include and it would make comparison reports much more useful without having to specify custom date ranges. While I'm at it, if one does specify, say, a five day date range, Mon-Fri, the only comparison available is the previous 5 days (Wed-Sun), a totally pointless comparison. Why not Mon-Fri of the previous week?

    4 votes

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  5. Program the ability to print a detailed batch report. I lose merchants and new deals because the Clover Mini and Clover Flex can''t do that

    2 votes

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  6. It's nice to be able to compare this week to last week on reports, but my work week starts on Monday. Can we have an option to make Monday the week start instead of Sunday?

    4 votes

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  7. We need reporting to reflect lump sum totals for each of the following categories: labor, parts, service call, tip e.g.s
    labor = lump sum
    parts = lump sum
    and so forth.

    2 votes

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  8. I'd like to be able to export the daily batch report into an Excel file. It'd be a lot easier to keep track of daily-weekly transaction activities. Thank you!

    5 votes

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  9. Close out report auto print should match fiserv merchant service data. Now when it prints out we have to calculate 5 minutes before of sales and that’s the total amount of sales sent to merchant service.

    1 vote

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  10. Reporting - Merchant requests that reporting be upgraded to include more information. Not every sale we process is taxable. We also sell to other vendors and those items are tax free. Currently i have two reports i can pull. Revenue Item Sales and Payments. When i pull the Revenue item sales it shows the items and amounts but doesn't say if the sale was taxable or not. When i pull the Payments i can see if a specific payment was taxable but it doesn't tell me what item was sold.

    4 votes

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  11. At this time when using this button, there is no way to attach a revenue class and its messing up the reporting.

    3 votes

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  12. You currently offer a sales comparison with the same date of the previous year, but not the same day of the week. Our business is heavily variable based on the day of the week; comparing Saturday, June 5, 2021 to Friday, June 5, 2020 is not very useful. But comparing Saturday, June 5, 2021 to Saturday, Jun 6, 2020 would be very useful. Our previous point-of-sale system offered this functionality.

    3 votes

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  13. Reports that currently only run on the device should be able to be run from the dashboard. Example: employee report for certain device gives breakdown of all transactions per employee for that specific device...we have to go to each device to run that report... but we should be able to run that from within the dashboard.

    2 votes

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  14. To make amount collected and deposit amount reconcilable. Deposited amount may include fees, service charges, chargebacks and reversals. This causes confusion for the merchant and they think funds are missing since all totals are not in same place.

    4 votes

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  15. 2 votes

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  16. Please enhance the reporting application to offer much more detail reporting, such as a breakdown of splitting service charges so they know exactly what to pay out their employees without having to calculate it themselves.
    Also many merchants really like all of the reporting capabilities other point of sales systems have that clover does not have.

    Reporting is crucial for businesses and for dine in restaurants they are used to having certain reports that Clover does not have.

    7 votes

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

    10 votes

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  18. Hi,

    Just wanted to pass along some feedback I’ve received from 2 larger clients just in the last week. There seem to be some restrictions as far as server closeout when they are reviewing their transactions to confirm their tips match etc.

    Both clients asked if there was a report like what you can see in the transactions app that is printable from the device so the server/front house manager can verify everything was entered correctly. Both said it’s not feasible to have them stand at the station and take up the device while they review 35+ card transactions.

    Any…

    4 votes

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  19. Merchant wants the item report to also include the payment transaction

    2 votes

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  20. 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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