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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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114 results found

  1. 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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  2. 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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  3. 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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  4. Have the ability to change between report types you want the auto-printed/e-mails after batch is closed.

    13 votes

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  5. 2 votes

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  6. 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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  7. Reporting..i suggest having clients pick the ability to set defaults for items or categories they are wanting to see everyday. Right now customers have to go in a un select the items they do not want to see on their reporting each day. its a 5 min process each day they run a report by unselecting items.

    6 votes

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  8. 7 votes

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  9. 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.

    8 votes

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

    2 votes

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  11. On the dashboard you show us net sales for the current day and a comparison to last week. Below that we see the hourly of todays sales. It would be SO helpful if you could also show the hourly sales of the previous day just right on top of the current day with a different color on the graph. It would be great to compare hourly sales from the same day last week.

    5 votes

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  12. The merchant wants the modifiers to be tracked on the reporting

    4 votes

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  13. 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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  14. 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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  15. New Mobile Update Version 3 WIPED out Simple Overview of Daily Totals by multiple days. Other apps allow downgrade/revision to prior versions. This is not a time to stop ability to compare Todays revenue to same day a week ago ,,,,

    3 votes

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    Thank you for sharing your feedback. Look for an update shortly to replace some of the functionality you’ve mentioned. Once you apply the update, please let us know what you think. We have great plans for the development of the Clover Dashboard app, and will release updates regularly. In the meantime, you can access all the previous functionality by logging in to your account at clover.com/dashboard/login.

  16. merchant would like to be able to print off more detailed reports from the terminal Reporting app instead of just summary printout

    5 votes

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  17. Merchant want to have the ability to choose what section of the report to print or have the ability to fully customize the report before the print from the device. I.E the sales overview report: merchant change choose(check box) of what to print from that report like they would like to only see the Net Sales, Taxes, Tips, Gross Sales, Refunds or something like what shows on the transaction app in the Clover Web dashboard:

    Successful Payments Summary
    Number of Payments:
    Payments Total: $
    Tip Total: $
    Taxes and Fees Total: $
    Service Charge: $

    5 votes

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  18. 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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  19. The new closeout report has a cash deposit section, which is very nice, but it doesn't include checks from the day that would also be handled with the cash deposit. It would be helpful if anything that physically has to be taken in the bank deposit was included in that section.

    7 votes

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  20. 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…

    31 votes

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