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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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137 results found

  1. We have restaurant (Dine in) and a bakery section (Register). We would like to have the tips, sales and avg. bill per table (Dine-In) separate from the (Register/Bakery

    1 vote

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  2. Multiple shifts per day:

    We have 2 services ( brunch and dinner) per day with 2 different teams, therefore we need a closeout report ( sales and tips) per shift - not per day

    We also need different menus per shift.

    1 vote

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  3. Kitchen display Unit:

    The KDS generate data such as processing time and average processing time. We would like to access this data in a report. It will help us to manage the efficiency of the kitchen and complaints

    1 vote

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  4. Include Customer ID in the Order, Order Line Items, and Transactions reports

    1 vote

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  5. 1 vote

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  6. I would like to access the open orders report on a monthly, or with a custom built date range in the dashboard, right now its only available in the device and as a owner of business its not possible to have a physical presence before the device to run a report.

    1 vote

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  7. Fast service is vital to a restaurant. Would like a report that tracks restaurant performance metric "Time per order". Would like to see it by hour, by day, trends over time.

    1 vote

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  8. When doing a transaction report for a specific date, the beginning date and end date must each be selected, which is fine. When switching forward or backward one day, it takes 5 clicks to change the date. xxxx has a left and right arrow that can be clicked to move forward or backward one day. That would be a very helpful feature to have.

    1 vote

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  9. I am looking for a report that will provide the following in a single report by item:
    1. Item name
    2. item price next to it
    3. sales tax amount related to the item. If item is Non Taxable it should reflect zero tax next to it.
    There are not reports in in clover that shows this information. I just spent 3 hours on the phone, and went up to a supervisor level and the best that they could do is send me to this site to put a request, and maybe get a resolution in the future. Assuming it…

    2 votes

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  10. third party online sales and sales taxes should be excluded on the report, or reported separately because they pay the taxes, so i get the clear picture of taxes owed to state, county and city, right now its included in the total sales.

    1 vote

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  11. Need to be able to select to recieve and email or text of each transaction when it happens, just like if you send an invoice to someone you get notified they paid it.

    1 vote

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  12. I would like to be able to go delete the unpaid portion of a partially paid order. I have customers that decide they do not want the unpaid item on the order. Also just finding "open" vs "paid" vs "partially paid" in the order reporting filters is not there and should be.

    1 vote

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  13. Under Transaction, an option is available to export Payments but the pre-configured report generated does not allow for user configuration/modification changes to capture additional data fields for data that is captured on the customer receipt.

    Additional fields required Item, Price, Categories, Modifiers.

    It seems a custom report is required but Clover Support can only suggest submitting request via User Voice instead of creating a support ticket. This should be an easy ask.

    1 vote

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  14. I have to see the Notes section of every past paid invoice to be able to see which events they've registered for. If I could have a custom report that exported to Excel with the Customer Name, Date, Amount Paid and Notes section (which shows exactly what dates they purchased), I could easily check this data without going back manually through every order receipt (which is the only way to see the Notes section now).

    1 vote

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  15. Reports should add up correctly. You should be able to filter it for what you need. But the issue at the moment is the totals on the reports don't add up and we spend days trying to reconcile and balance so we can do taxes. Please fix this ASAP i think a lot of business need this.

    1 vote

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  16. When running Sales Overview reports there needs to be a way to choose multiple employees at once to export, so they are in one file and separated into different tabs. Currently I have to run individual reports for each employee then combine them into one Excel spreadsheet so they're on their own tabs.

    1 vote

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  17. Me and my friends have been using Clover for a couple of years now, the only thing we didn't satisfy is the service plan kept increasing over a year without notifying the user, or explaining why is there an extra fee, what the extra functionality does Clover offer to the us that the service plan just keeps increasing over a year. Because if the plan keeps increasing the end of this year or next year. I would likely cancel and just use the other POS systems with a fixed monthly service fee. Please discuss this with your team and comes…

    2 votes

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  18. It would be helpful if we had the option to sort alphabetically. I need to input the sales by device into a spreadsheet and the card types aren't always in the same order.

    2 votes

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  19. The sales report is displaying on the home screen of clover device. And our merchant don't want that. Could you please find a way to remove or hide it from the home screen.

    2 votes

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  20. For clients using TeleCheck ICA on Clover, we need to provide a decline code for failed transactions. My client McCoy's used Payeezy for TeleCheck, and they were able to see the decline codes in Payeezy. Since they converted to Clover Gateway, they can no longer view these decline codes in the Dashboard. This is a critical loss of function they really need to manage their customer service experience.

    1 vote

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