125 results found
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Add a 'Sales Date' Column
Is it possible to add a 'Sales Date' column. there is on the 'deposit date' column when reporting deposits.
1 vote -
Short Shift-End Printed Report
Is there a short summary report that they can print out after they are done counting that shows if they are short or over? In our old POS, my employees attached such a report to their end-of-shift deposit envelopes twice a day.
1 vote -
Funding date
We would like to see the exported Transactions report include a column for Funded Date. We used to rely on Clientline for a weekly batch report that included every transaction from the batch, the date it was funded (not submitted for processing), last four of card, and cardholder name to reconcile with Quickbooks but Clientline is impossible to navigate after updates
1 vote -
Report and Map of Dollars Spent per Zipcode
In order to target marketing of existing customers and/or open new locations, the knowledge of spending trends from credit card data would be a huge help. Neighborhoods reporting does something similar, but a numerical output and zipcode information would be more helpful.
1 vote -
EDT vs EST
Time by time the export in Excel format has same records with EDT and other lines with EST.
Seems a bug of the system.Anyway add EDT or EST in the same column of the Date/Hour do not allow to use that column with the Excel functions.
Should be better that EDT/EST was in a separate column.If you need same more ideas on the export I am available on my email.
1 vote -
Sales report additions
Sales Report: Can you add a breakdown for the following with totals only.
$Catering
$Food and Beverages
$Alcohol1 vote -
Transactions excel download - Include column for phone number and column for email of customer . I
I export Transaction Excel Report and having the phone number and email included in Transaction report would be easier than opening detail, looking at receipt and copy/paste into the excel report. Especially since working with over 500 orders.
1 vote -
Sales Report by specific time / day
We have 4 companies using Clover. 12 devices. As a manager I need to quickly review the sales. Example Lunch hour - 12-3 pm on Monday. The dashboard pulls up the sales but I can’t scroll using the next day button anymore. Now it reverts to Monday at 3-6 pm.
Apparently this is an update but it took away our ability to easily scroll through the days - AT THE SAME TIME FRAME. We need this function back or at least an option to continue to next day or next 3 hr time frame.1 vote -
totals on transactions screen (like it was in the previous version)
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 -
Microsoft PowerBI Transactional Data Connection
What is the Connection Link to Clover Transactional Data so we can use Microsoft PowerBI to build internal reports?
1 vote -
SALES OVERVIEW - Z Report
Cash Collected are being reported per device instead of by Employees. Merchant need cash collected by EMPLOYEES in Sales Overview.
1 vote -
transactions
please bring back the option to print full payment transaction detail from prior day or any day
1 vote -
Customers and Item Sales Combined Reporting
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 -
Reporting app: Filter Payment Types
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 -
Print Day before Last, or Sunday, option in Reporting Date drop down
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 -
sorting
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 -
Was surprised to find out that end of day close-out reports/print outs are not customizable
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 -
applying a tax categorically
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 -
Sales Report for Multiple Devices 30-100 or more
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 -
Hourly Sales by Rev Class or Category
Allow for hourly sales report to be filtered down to show revenue class or category sales totals by the hour. For example, how much food was sold between 10 and 11? How much alcohol between 1 and 2 am? Only total sales will show by hour and items report is too much to sort through and analyze.
1 vote
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