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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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117 results found

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

    3 votes

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  2. I cannoted find the expected deposit on the website anywhere, but I print it on the sales summary report from the terminal every night.

    3 votes

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  3. it would be great if Clover could total the number of visits a customer makes to the business. I know it shows past orders. But it'd be nice if you could total the number of visits and the dollar spend

    3 votes

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  4. merchant wants to download the current year total sales she did to an individual customer without she having to do it manually.

    3 votes

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  5. 3 votes

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

    3 votes

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

    3 votes

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  8. 3 votes

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  9. I need to be able to see items sold for a given time (1 week, 1 month, 2 months) on the same report as current quantity on hand in order to accurately order new product. We order beer, wine and liquor every week and need better reporting. I am spending hours to put two reports together when someone with programming skills could easily add this category to the current report.

    2 votes

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  10. a way to see your current total of inventory for the year. by vendor

    2 votes

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  11. 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! :)

    2 votes

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  12. 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!

    2 votes

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  13. In the online interface, you should be able to sort what kind of order you want to see, for example. I only want to see open orders, I should be able to see only those. There would be no "time - range" requirement, because I just want to view the open orders without having to scroll through all orders to find them.

    2 votes

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  14. 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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  15. A field for Vendor in the Item Information so when looking to order new item, I know who I bought it from.

    2 votes

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  16. Currently we can add a note on a transaction/tab but the only person who can see it is the pos user. I'd like to be able to add customers names to tickets that are sent to the kitchen so that when not attached to a table the runner doesn't need to constantly ask foh where to deliver food

    2 votes

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  17. Inventory reports when exported should have a column including the Category on the Items sheet. That way you can sort by category when looking through your inventory. The example and issue I can give was trying to make a sheet that reported inventory so we can check said inventory. Because the items can't be organized by category and have the quantity column on the same page, you have to manually sort through each item one by one. Having to go through every item one by one and then making a new sheet with the information you need is inefficient.

    2 votes

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  18. 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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  19. 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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  20. 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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