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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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414 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. Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    1 vote

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  5. 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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  6. The merchant would like to withhold tips of 3-4% in the employee sales report . By law tips are 100% transferred to the employee, however now the merchant is paying full credit card processing fee's on tips on monies they do not keep, making this non-compliant, there can be a feature on the dashboard back office, to turn on "Tips witheld" only % displayed that will reduce their cc tips. This will offset the cost of processing credit card tips against the company, this will update the reporting for cc tips in employee sales report and homebase. The employee sales…

    1 vote

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  7. I am having to export a menu from one restaurant location and import into another location. The Inventory import only brings in the Item name and prices etc, but all information online is is not. Online Name, Description and pictures. Although pictures may be difficult to save, but i would like to suggest adding the Online name and description to the excel Sheet on export. I just expend 3 hours moving all online information from on restaurant to another when it should be added to the export sheet. All inventory is turned off inline including modifiers. When you have big…

    1 vote

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  8. 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…

    2 votes

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  9. The Sales amount on the Closeout report does not represent the sales but is the total of transactions processed through the card processor. Please change to Sales amount.

    1 vote

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  10. We have restaurant (Dine in) and a bakery section (Register). We would like to have the tips, sales and avg. bill per table (Dine-In) separate from the (Register/Bakery

    1 vote

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  11. Multiple shifts per day:

    We have 2 services ( brunch and dinner) per day with 2 different teams, therefore we need a closeout report ( sales and tips) per shift - not per day

    We also need different menus per shift.

    1 vote

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  12. Kitchen display Unit:

    The KDS generate data such as processing time and average processing time. We would like to access this data in a report. It will help us to manage the efficiency of the kitchen and complaints

    1 vote

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  13. Tips received per credit cards and debit cards:

    In Ontario, we can deduct the credit card processing fees from the tip payments.
    We desperately need the details on the closeout report - Tips received per credit Card(MC, Visa, etc.) and debit card.
    The lack of this information cost us $400 per month in processing fees that we cannot recover and do not receive income.

    1 vote

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  14. Include Customer ID in the Order, Order Line Items, and Transactions reports

    1 vote

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  15. 1 vote

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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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