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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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44 results found

  1. In the Tax Report, could you please Hyper-link the Tax Removed-applicable Sales amount. We would like to see the transactions where the taxes were removed,

    2 votes

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  2. I was at the clover summit last week and expressed this idea to xxxxx. He said this was the best forum to get it looked at.

    1. Auto gratuity currently doesn't show up on the end of day shifts report as part of the Cash sales - CC tips = owes house equation. This causes 2 of my merchants to do it manually, is there a way we can enter into the end of shift equation?
    2. About 10 of my full service merchants have servers that will take the order and therefore put their pin number in, (no matter…

    1 vote

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  3. Hello,

    Currently, there is no ability to generate reports or search for transactions by applicable sales tax. For example, in my Finances>Taxes section, there are a number of sales that apparently have No Sales Tax (0%). We cannot identify which those are, we cannot search by sales tax, etc. It would make a lot more sense to have a Report that is broken down by sales tax.

    1 vote

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  4. we need to be able to check in real time what the credit card fee is that we are being charged for each transaction. because your invoice system directs the payments to the bank without pausing for authorization we are now incurring fees on every invoice instantly on payment. BUT if the customer changes their mind in a few minutes or the next week we are unable to know what fees to charge them for making the return that quickly. 30 days is far too long to wait and not know what to charge the customer that is returning the…

    1 vote

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  5. Provide a report drilling down the details of each transaction for reconciliation. There should be a column with the category each transaction was coded too. Right now, you have to many steps to access information that could be provided in report.

    3 votes

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  6. Please make it a tender option on clover for a debit & credit card total together, EVERYWHERE. If I want a total for credit card (including debit cards) with tax and tips for the day (Daily), I have to get the debit total AND credit card total and manually add them together. I am a bookkeeper and use these numbers for accounting. I don't need a breakdown of credit & debit, just a total, with taxes and tips.
    Right now I use Sales activity> Transactions-the only place I can find tax AND tip breakdown. Please help so Clover gives me…

    1 vote

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  7. Please let me run reports for multiple devices at once. Not one, not all, but let me select from the list of devices. I would have to run over 600 reports to get a month by month snap shot of our offsite sales. This would give me a ton of important data

    2 votes

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  8. Client requesting "tag" and "reference" columns for Clover reports once exported, in comparison to Pay-Eezy

    1 vote

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  9. When printing sales overview from the device the Additional charges section should itemize the amount for surcharge vs. gratuity. Currently we have to log into the dashboard to get that.

    2 votes

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  10. Please add the totals from the day's surcharging through Fiserv to the Clover Closeout report, it currently doesn't display there and is the best report for EOD reporting for small businesses.

    5 votes

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  11. We would like to see the summary report (that was previously available) of each employee's activities for a specific time period. since the latest upgrade only a detailed report is available.

    1 vote

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  12. Itemized reporting of different tax categories, for example liquor, beer, food , merchandise/retail to reflect on checkout and sells report

    1 vote

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  13. Can we please add sales taxes to gratuity like xxxx?

    1 vote

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  14. It is impossible to get an accurate sales tax report or to find out where the errors are because you can't drill down on categories in the sales tax reporting, or filter by order source.

    2 votes

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  15. The client owns a convenience store and would like his Fuel Tax totals separated from the overall total for Taxes as it would make it easier to compare inside/outside sales.

    1 vote

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  16. In the manually open cash drawer option you should have a button that says start work day and enter whatever amount that may be. Also a close work day button as well. And there should also be a shift change button, something to that sort. Make it easier for the merchant than having to type in everything. Or there could even be an auto calculate button that will always keep the drawer stay in amount like $250

    1 vote

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  17. BentoBox Catering imports the entire order as a non-taxable sale with no breakdown of gross sales (and their tax category - food vs. sales tax), taxes collected, tips collected, and service fees collected. This screws up all reports for the whole month.

    1 vote

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  18. Returns, cancellations, and order adjustments at DoorDash, GrubHub, and UberEats are not tracked correctly in Clover. Fix this!

    1 vote

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  19. Make calculations for percentages of net sales available as part of the servers close out report. We tip share and waste lots of time at the end of the night calculating support staff tips. For example make it so there is a slot you can add title like busser and identify it as a variable percentage of net sales. Lets just say net sales is $1000. A 3% busser payout on the slip should already have a line saying busser $30 and one for food runner at 2% saying $20. That should be a calculation outside of the cash due…

    18 votes

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  20. The Service Charge disclosure is rigid and non inclusive of various situations. This disclosure should be able to be changed by the client. For example, a service charge is not necessarily a gratuity in that it is a service charge and should not be confused with a different term. If it's called a Service Charge, then it should be just that. This confuses the merchant and client. My client operates an entertainment restaurant that charges a service charge since they have live bands playing. They also charge a service charge to help other staffing expenses such as guaranteed wage minimum…

    1 vote

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