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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. Add batch numbers to the closed batch report

    6 votes

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  2. 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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  3. For reporting purposes, associate custom items-- which are entered after a Category has been selected in the register--to the respective Category as a “custom item”.

    Today, all custom items report under "Items Without a Category" even if a Category was selected prior to the entry of the custom item.

    Ex:

    Category:
    Skate Shop

    Item:
    Custom Item

    8 votes

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  4. 6 votes

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  5. 26 votes

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  6. 13 votes

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  7. 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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  8. Give the reporting app a scheduling function ... ex: "run/print/email daily sales total report every day at 9pm" - understanding that this is not a "batch" report, which is already automated and can be set to send an email. The batch typically happens much later after business is closed. Automating the report to simply print out at a certain time would help businesses with closeout daily, and does not affect the batch or tips that may still need adjusting.

    10 votes

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  9. For multiple locations, it will be better when generating reporting from each device, under Reporting App the default filtered selection should be "This Device" instead of "All Devices" as sometimes employees may forget to filter it and this cause discrepancies during reconciliation.

    10 votes

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  10. A condensed closeout report (like the batch report but include cash refunds tips, gift cards) so my employees can close the register at the end of the night with out having to add numbers outside of the software. Or use the tender stats section in the long report and add CASH, refunds, tips so it gives the total number or sales for the day.

    69 votes

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  11. Be able to run a report to include custom modifiers added to a order

    13 votes

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  12. Closeout app needs an option to list transactions

    61 votes

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    1. Last Month. Instead of pulling the last 30 days, it would be ideal if, as a pre-set report not requiring choosing start and end dates, Clover could pull a preset report for the immediately prior month. It would be a more complicated yet better idea if all previous months could be chosen as options without needing to choose start and end dates.
    2. Last Week. This report would require an enhancement to allow the merchant to define their business week start day. We do something similar now in letting a merchant define what time of day to begin Clover reporting. Allowing…
    16 votes

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  13. 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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