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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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87 results found

  1. 2 votes

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

    2 votes

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  3. Merchant request to have full reporting for the Rewards App. Merchant states she can only view past 20 transactions and rewards reporting should be able to be filtered for viewing.

    2 votes

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  4. Merchant wants to be able to see an report option for Virtual Terminal in the Reporting app and/ or a filter in order to see all Virtual Terminal transactions in the same page.

    2 votes

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  5. New reporting rolled out to all merchants. New locations after September is unable to revert back to old reporting. This issue poses a big issue for merchants with multiple locations. If old locations can go back to old reporting and newest locations is unable to be reverted backwards. These merchants are not new merchants and should not be forced into using newest reporting since it has 2 different styles and causes a major issue for back office reporting to do two different styles of reporting.

    2 votes

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  6. The Reporting app has a section called Payments by Card Type. This sections has 4 colums : Payments, Tips, Service Charges and Total.

    When viewing the reporting app from the Mobile Version of the Clover dashboard, the Card Type section lists these 4 colums as Payments, Refunds, Manual Refunds and Net Total.

    So merchant who are on the Mobile site think that refunds are bring issues when in reality those are the tips and service charges collected.

    Resolution: Change the lable of these to sections on the Mobile version to match the regular computer version of the Clover Web Dashboard.

    2 votes

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  7. Daily sales report that at the end of the day is generated and automatically send an email on file with summary information, including Gross Sales, Net Sales, Tax, Credit Card and cash (amount collected) So far, the only option is closeout report but it does not have the whole picture of the company daily sales activity.

    1 vote

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  8. Merchants would like the ability to have a report that breaks up sales based off of sections in the Clover Dining app. They hope is that restaurants can tell which dining areas are the busiest.

    1 vote

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  9. it now takes six taps to get a daily total where we could just look in the header of the transaction list before. We used that function daily. Please put it back.

    1 vote

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  10. What is the Connection Link to Clover Transactional Data so we can use Microsoft PowerBI to build internal reports?

    1 vote

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  11. Cash Collected are being reported per device instead of by Employees. Merchant need cash collected by EMPLOYEES in Sales Overview.

    1 vote

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  12. please bring back the option to print full payment transaction detail from prior day or any day

    1 vote

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  13. Reporting for comparison of every day sold items and every day change in inventory item list to reflect only items that were only manually changed in inventory.

    This functionality will enhance daily audit ability for owners

    1 vote

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  14. They want to know if we can generate them a report that will show Customers and Item Sales together. A report showing which customers bought which items that month. The item sales report only shows the items but does not tie it to specific customer. This is going to be a report that need monthly and is possible to have that function added as to where they can pull that report themselves,

    1 vote

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  15. We would be very pleased if the Reporting app can let you filter payments by tender (example: Cash only) instead of needing to login to the Dashboard to see that info.

    1 vote

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  16. Simply an additional option for the drop down in Reporting, in addition to "Today, Yesterday, Last 7 days, Last 30 days, and Custom" It would be nice to have either a "Day before last" option, or a "Saturday" button, so that we can stop running the custom range each Monday after the Sunday which is always off at our location.

    TLDR: Add to the Reporting drop down an option for "Day before Last"

    1 vote

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  17. Make transactions sortable by last name so when we print them from excel it is easier to apply the payments to our customers

    1 vote

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  18. Would love to be able to customize the end of day close out report/print out. Much of the information provided and dictated by clover on the print out is rather useless (I do not care about how much went through on AMEX versus VISA versus MC or debit) and the print out is rather long. I would love to be able to see a tax report (which I currently have to print out from the desktop dashboard) included rather than the tender report.

    1 vote

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  19. Our shop needs to implement a new tax for specific items, i have said items broken down by cateogry.. it would be great if i could assign a particular tax to the category rather than going line by line. PLEASE implement this change.

    1 vote

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  20. Would it be possible to either put in the sales report, in the summary of the sale's report per devices directly or if we can a search by name tool (search tool to type the name and not just selecting it) or to have the device names in alphabetical order or a way to filter it to make it easier to find what we are looking for per devices. With 30+ terminals some can get lost in find each information per device one by one.

    1 vote

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