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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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112 results found

  1. Would like to see a sections for modifiers on reporting

    16 votes

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  2. 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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  3. 7 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. I should be able to take any of the base reports and filter, total, and add fields as necessary. The existing reports are not sufficient to my company's needs, and we're spending days each month to export the data that we need to create reports outside of Clover.

    Right now we need to run the sales, tenders, and discounts reports for every employee in order to collect the information we need, and then we have to collate and transform that information. I would expect any POS system to have much more robust and flexible reports.

    26 votes

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

    4 votes

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  7. 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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  8. 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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  9. 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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  10. 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.

  11. We are able to select a custom date range in our reports, but the data is spit out as an aggregate of all days in the range. So if I select 3 days, I am shown a report of the entire 3 days, instead of each day separately. I am not able to compare data daily except by exporting and manipulating with Excel. I recommend you give us the ability to see a summary of each day that is in the date range, and then if we were to click the summary it should open up a tree to show…

    94 votes

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  12. I need the ability for employees to view and print how much CASH they owe to the house. Currently the sales overview is broken out by location instead of by employee. I need to be able to see how much John Smith owes to house as well as Jane Doe. This should include payouts so that the total cash owed to house per employee is easily identified. This way my employee can close out their cash at the end of their shift, regardless of the time of day. Right now, the employee closing at the end of the day shows…

    105 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 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. Add batch numbers to the closed batch report

    6 votes

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  20. 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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