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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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115 results found

  1. How do I get a detailed list report of all item sales? I would like to get a detailed list report showing line by line the item, item category, sale date, sale day of week, sale price, tax, tip, payment type, etc.

    This way I could slice and dice the data anyway I want in excel

    6 votes

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  2. After payment is done. Clover is not able to go to the order and edit, remove, or void from the order.
    We are not talking about the payment done and approved. Just the reporting details side

    Example:
    1 Casamigo = $10
    1 French fries = $5
    1 French fries = $5
    1 casamigo = $10

    Device flex went offline and the server kept adding the duplicate items because she couldn’t see the item in “Review Order” from flex. She charges $15 approved credit card. Clover is back online and sees more items. Then there is partial payment left balance of…

    7 votes

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  3. 1 vote

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  4. Printable version of item sales report. Printing the item sales report requires a lot of tweaking to the printer settings to get it printed in a readable format. Printable reports is lacking in clover generally and even when placing a gift card order the invoice will no print in any sensible way despite there being a bring button.

    3 votes

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  5. Merchant requesting development of a report that shows how an item was approved to be deleted from the system (Employee Card, Passcode, Fingerprint) when using a Manager/admin to delete an item for a role that doesn't have permission to Delete an item from an order.

    12 votes

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  6. Merchant would like to have the option of filtering Item Sales report by tender type (cash, debit, credit)

    4 votes

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  7. Simple report showing a customer's purchases for the month, week, whatever. It can be exported to PDF to email to the customer. The information is already all there; just a quick button to set a time period and export to PDF.

    1 vote

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  8. Clover already collects the hourly sales data and displays it in dashboard, but only for today. We'd like to see trends in sales by hour of the day. But reporting doesn't allow this feature.

    Would like this report to include filter by revenue class. This way our manual payments for maintenance clients or large projects can be separated from the true retail revenue in the brick-and-mortar store.

    7 votes

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  9. We need to be able to look at an Item and see sales for a time period and see what invoices that item was sold on. I need to see individual receipts to view the notes on these sales and can't locate them in Clover. The transaction tab doesn't allow you to search by item - Which it really should.
    I find it hard to believe Clover doesn't offer these options but that's what tech support told me.

    2 votes

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  10. Merchant is looking to be able to pull a report with all sales in the morning shift and another report for the night report without having to everyday to change the time range or custom date range just to pull a morning and night shift with total sales .

    6 votes

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  11. The option to export a .csv of the inventory and sales report is an incredible feature of Clover. One additional boost that would perfect this feature would be an option to schedule an automatic export at a specific time to be sent to an email address.

    6 votes

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  12. Ability to generate a Report that shows sales transactions daily and/or weekly (time/date frame adjustable) by Revenue Class AND by Tender Type (cash, check, cc, etc.). Ideally, the report would show an itemized list of transactions for each Revenue Class, by Tender Type. Or, ability to make a Custom Report and select parameters and filters.

    4 votes

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  13. Item's cost is averaged because upon the keyed cost for each new in take. Provides a more accurate report of Net Margin & Net Profit.

    7 votes

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  14. Under Reporting / Item Sales there is no summary for the labels.
    When we want to print it prints a whole roll of paper. I really waste papers! We are very embarrass when the clients bring this up. We can't have simple minded employee access to computer for Dashbaord access to print a summary like you have on the Dashboard of food vs beverage vs liquor items viewed by labels.

    The printing of the Item Sales reports looks like this: https://photos.app.goo.gl/hKMnQREDA8BvqWe28

    This is crazy

    2 votes

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  15. So that merchants can see their busiest hour and their best products and pull it out by date range, too

    19 votes

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  16. We need a report that will pull client data connected to sales so you can see who is our top client by sales or by category etc. This is a basic CRM report that is critical for retail

    3 votes

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  17. Merchants would like the option to see modifiers for items sales in the report.

    17 votes

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  18. Merchant wants a reason why an item was removed or deleted on the Removed Items Report

    16 votes

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  19. What is the purpose of an INVENTORY application, if it cannot generate a report that includes all of these on one sheet? The fact that this is not already possible, begs the question "why have categories at all?" What is their use if not for inventory reports? I would very much appreciate a reply as I am seeking not only improvements in your products, but also the logic behind such seemingly odd omissions from the software capabilities.

    4 votes

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  20. its been a constant hassle not been able to acces daily sales from historical reports

    3 votes

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