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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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405 results found

  1. On Clover.com, in the Sales Activity > Transactions section, Payments, Voids, Manual Refunds, Refunds and Authorizations are all broken up into seperate sections. For reconciliation purposes, my merchant is manually exporting Payments, then Refunds, then Voids and stitching those three exports together. Hoping that these broken up sections will all be better integrated into a single section in the future. This is also a gap between Payeezy and Clover. Payeezy put all the various transaction types into a single screen, and exportable report.

    2 votes

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  2. Recently Clover released a new version of the Employee Sales Report under Reporting. The previous employees report showed the total number of transactions ran that day per employee. This was helpful for my retail merchants for a number of reasons. One in particular was so they can calculate their employees average ticket size.

    Strangely enough the New Employee sales report does show the average ticket size but it is only available and viewable on the Employee Sales Report in the Dashboard. not on the devices :(

    That being said a vast majority of my retail merchants noticed the change immediately…

    5 votes

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  3. When the accounting sync is turned on, QBO receives a daily journal entry with sales, sales tax, tips/gratuity and the offset is cash/credit card payments. Clover needs to add a line item for Merchant Fees. The total bank deposit does not tie to the accounting sync because the merchant fees are not included. The bank deposit for the day is total credit card payments received less merchant fees. It would be great to see the merchant fees synced with QBO.

    2 votes

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  4. Tip Pooling-let's try this again since client's ask for it weekly...
    Client's want this as a NATIVE reporting feature from Clover. They want it as part of the system they are already paying for, not a 3rd party app that costs them $100 a month. Can someone please look at TipHaus and bring it "in house" with Clover?
    This is critical if we are going to be in the food and beverage space.

    25 votes

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  5. 1 vote

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  6. I would like to access the open orders report on a monthly, or with a custom built date range in the dashboard, right now its only available in the device and as a owner of business its not possible to have a physical presence before the device to run a report.

    1 vote

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  7. Fast service is vital to a restaurant. Would like a report that tracks restaurant performance metric "Time per order". Would like to see it by hour, by day, trends over time.

    1 vote

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  8. Can you PLEASE add back the feature of being able to edit inventory from the main search page, instead of having to drill down and 3 more clicks?

    0 votes

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  9. When doing a transaction report for a specific date, the beginning date and end date must each be selected, which is fine. When switching forward or backward one day, it takes 5 clicks to change the date. xxxx has a left and right arrow that can be clicked to move forward or backward one day. That would be a very helpful feature to have.

    1 vote

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  10. I would like to see every single sale that was made with an item. for example, you go to inventory, pick an item and get a list of all sales, with dates and prices. Ideal would be if you can also go from this sale to the transaction, to see the customer. Also when in orders or transactions I would love to click on the items there, to see it in inventory. hey, we're in the 21th century, that's no rocket science for a modern system and statistics is what makes a good inventory software!

    1 vote

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  11. I am looking for a report that will provide the following in a single report by item:
    1. Item name
    2. item price next to it
    3. sales tax amount related to the item. If item is Non Taxable it should reflect zero tax next to it.
    There are not reports in in clover that shows this information. I just spent 3 hours on the phone, and went up to a supervisor level and the best that they could do is send me to this site to put a request, and maybe get a resolution in the future. Assuming it…

    2 votes

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  12. third party online sales and sales taxes should be excluded on the report, or reported separately because they pay the taxes, so i get the clear picture of taxes owed to state, county and city, right now its included in the total sales.

    1 vote

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  13. Need to be able to select to recieve and email or text of each transaction when it happens, just like if you send an invoice to someone you get notified they paid it.

    1 vote

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  14. I would like to be able to go delete the unpaid portion of a partially paid order. I have customers that decide they do not want the unpaid item on the order. Also just finding "open" vs "paid" vs "partially paid" in the order reporting filters is not there and should be.

    1 vote

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  15. Under Transaction, an option is available to export Payments but the pre-configured report generated does not allow for user configuration/modification changes to capture additional data fields for data that is captured on the customer receipt.

    Additional fields required Item, Price, Categories, Modifiers.

    It seems a custom report is required but Clover Support can only suggest submitting request via User Voice instead of creating a support ticket. This should be an easy ask.

    1 vote

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  16. 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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  17. Just moved business to clover max and have 14 terminals all linked. There's no option to manually settle machines. You need to wait until they auto settle everyday.. silly.

    There's two auto settle reporting options:

    1. Group all employee sales together under Quick Access and nobody can find what their individual sales were.
    2. Have everyone log in but all 15 machines print 5ft long settlements every settlement including all employee sales on every settlement, 15 times across all machines.

    This is the silliest and worst feature I can imagine, and I've never seen this problem with another company. Possibly annoying enough…

    1 vote

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  18. There needs to be a report for failed recurring payments. How are we supposed to know if a payment has failed without a report?

    1 vote

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  19. I had an exprience with clover printer. It was automatically printing when payment fails as a void receipt. However, in the last two weeks that functionality disappeared.

    Can you please explain why it disappeared and how to reset that settings.

    It was very important for stores as it reminds customer and cashier something is wrong.

    Thanks

    1 vote

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  20. Report that shows the last time that an employee logged into the dashboard and device. this will allow admins to better manage their employees list.

    1 vote

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