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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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103 results found

  1. Requesting the total dollar amount of open orders to reports

    3 votes

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  2. Option to print the total dollar amount and total quantity amount REMOVED items?

    3 votes

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  3. 3 votes

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  4. Would like to see customer name, transaction amount, Reference or invoice number and last 4 of card number listed on the transaction summary report. Similar to what I had with payeezy/First Data. It was a streamlined summary of activity for a given day that was very useful.

    2 votes

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  5. The latest Inventory update took away the "item cost" category and the "alternate name" category (which we use to track where we buy items from).

    Tracking what we pay for items and where they come from are crucial.

    This can still be done on the actual POS but not on Clover online. Most, if not all, retail businesses do not stand at their POS to add new inventory they do it on their computer. This update makes this impossible.

    It seems every time there is an "update" it is worse for users. :( Is this a problem for other retailers?…

    2 votes

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  6. I would like to know all of my products that are not categorized. Please allow me to select "uncategorized" under "category" in Inventory.

    2 votes

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

    2 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. For the Items Reporting-Merchant is requesting the feature to track the last customers he sold an specific Item and to add the order number to the Items report so he can go directly to the transaction for that Item

    2 votes

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  11. Merchant would like to be able to pull reports based off items. By pulling this report merchant would like to know who bought this item daily, weekly, and monthly. This helps the merchant send out promotions to specific groups.

    2 votes

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  12. Merchant would like the Item Sales report on dashboard to have an additional column to show the amount of taxes collected for each item.

    2 votes

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  13. As of Aug 1, 2023 item sales report, the display order for gross sales and net sales is incorrect.

    Currently gross sales $ and net sales $ are displayed before item sold.

    After sku and product code, the display order should be item sold, refunded, exchanges, net sold, and then gross sales $. Net sales $ should be displayed after exchanges $.

    I have entered case # MI001119531 to request the display change back to the correct way it was displayed on the items sales report since June 2021 when we first started using Clover.

    Thanks.

    1 vote

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  14. We implement location tracking in QuickBooks and are starting to use Clover's Accounting Sync feature. The journal entries this feature creates do not populate the "Name" and "Location" fields in QuickBooks. As we operate multiple locations this means I have to go back into Clover to figure out which journal entry corresponds to which location, and then manually enter the correct location field FOR EACH LINE ITEM on the journal entry. Please add the ability to put a "location" and "name" against each line in the journal entry, which I believe corresponds to your "Tender Types".

    1 vote

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  15. An import of Menu Inventory should NOT Deselect the "ONLINE" checkbox for the Entire Menu!
    Additionally the only way to Select ONLINE is to Select Each & Every Menu Item, Select "Online", Save, move on to the next & Rinse & Repeat. The Import (and Export) Inventory Template should have Online as a Column for each item. The Import Template should have a way to save the ALL the Existing info on an item, including Pictures, and Descriptions.

    1 vote

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  16. We need to be able to pull a report that shows CASH v. CARD sales and is broken down to the Inventory Line Item. We can see that this report is available in the web dashboard under "ORDERS" but it does not export to excel the Line Items data. Please implement this easy feature to make our accounting down to the line item easier! :)

    1 vote

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  17. Unit price should print on receipts even when the item is set as having a "variable price". Currently only items with a fixed price will print the unit price on the receipt. Customers don't care what our settings are... they want to see a unit price no matter how we have our pricing set in the software. This is common sense!

    1 vote

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  18. We just started using Clover and we noticed that the Gross and Net totals aren't actually complete totals. You have to check your cash/CC/other totals and add those numbers. We've spoken with other vendors and they have told us they have to do similar workarounds to get proper totals for the day's sales. This should be fixed ASAP. If we can't trust the Gross and Net totals displayed at the top of the Sales Report on the web dashboard, why are they there?

    1 vote

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  19. Include batch $ total on the Orders menu. Going to Closeout to obtain this information is an additional step that is time consuming. For me, it takes several minutes to load the Closeout menu.

    Previous software version included daily batch $ with the specific order amounts ... please bring that back!!!!

    1 vote

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  20. Ability to designate specific meal periods so we can compare lunch vs dinner for scheduling needs.

    1 vote

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