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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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39 results found

  1. Add drop-down option for dates: This quarter, Last quarter, This year, Last year, etc. or Q1 2021, Q2 2021, etc. so you don't have to enter custom dates all the time. Many people report quarterly or yearly.

    2 votes

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  2. I want to restrict permissions under Reporting for my Employees to not have access to view the Tips for the day.

    2 votes

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  3. The Clover Go app inability to automatically add sales tax to manual transactions needs to be changed now. For a business that can't input repetitious items and has to manually input each sale the sales tax should be automatically calculated and added to the transaction. This is also a nightmare for a business that needs the reporting to complete sales tax returns with their respective state. Extremely disappointed with this lack of features that should be default. Just spent 30 mins on the phone with your support line to find out that this isn't currently offered as a default on…

    2 votes

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  4. The merchant has various tax rates for bottle tax. In reporting he would like to be able to see the amount of items sold under a specific tax rate as well as the item names

    2 votes

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  5. would it be possible to have a breakdown of the taxes in the closeout report the merchant prints off from the station? currently there are 3 reports they can print off from the device but the summary report does not break down the GST and the other taxes

    2 votes

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  6. 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

    1 vote

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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. Returns, cancellations, and order adjustments at DoorDash, GrubHub, and UberEats are not tracked correctly in Clover. Fix this!

    1 vote

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  13. 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.

    1 vote

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  14. 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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  15. I would like my staff to view total tip amount ONLY, without seeing overall gross sales amount. This ability is needed for salons that are not commission based, the owner should not have to make our total sales visible just for staff to verify their tips only.
    Currently, when my staff want to view their total tips for that day, they are able to also view salon total sales.

    1 vote

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  16. Wants to costimize how the Reporting Sales Overview are labeled because his staff doesn't get tips for server, they get it for everyone even if they weren't on their shift.

    1 vote

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  17. Once a transaction has posted the tax should not be changed./ We removed the cities we had left and entered the new ones come to find when doing the sales tax report, it moved transactions to closest tax rate

    Once a transaction posted and batched it should save it in the reports

    I now have to manually go back and match every date and city!!

    1 vote

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  18. the reporting app is not showing the full information after the update. service charges and online orders are missing they say.

    1 vote

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  19. Need a way to track Nontaxable sales by type. For example, we have nontaxable Phone Orders and nontaxable for Senior Citizen. Would like additional selections of the Remove Taxes by Type. Possibly within the three dots menu where the Remove Taxes exists, while in the Register App.

    1 vote

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