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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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32 results found

  1. employees have the need to buy supplies quickly on occasion and do a payout from the register there is no method to do that
    and your chat line is worthless

    1 vote

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  2. Can you please Add the Name of the Bussiness on the End of day close out report Emailed to the merchant.. Not just the MID #. I have a client who has multiple accounts but under the same email. They want the name of the business listed on top of the report so they can idenitfy which Close out report belongs to which business. . Thank you!

    1 vote

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  3. We need to be able to reconcile gift card liability at year-end without downloading the whole database exactly at cob on 12/31.

    2 votes

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  4. Allow merchant to
    1. Close their batch through the dashboard.
    2. Provide them information on their expected funding time based on when they batch and their time zone.
    3. Let the merchant use this information to set their OWN auto-batch time, or to switch their batching to manual.

    3 votes

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  5. Merchants have discrepancies between what the Closeout App cites as the batch total versus what they receive in their Deposit. To reconcile, we need to pull a batch report that clearly cites what transactions were funded in each batch. Clientline used to provide this report, but recent changes on that portal make this an even more urgent need on the Clover platform

    2 votes

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  6. Closeout App: when the batch report is printed on the device, it does not include the date & merchants must write this down manually on the printed report. Please print the date.

    1 vote

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  7. When viewing reports from the device with filters set to categories / all categories the client would like to see the category name and the totals only, not a breakdown of the items within that category. It would also help save more receipt paper

    1 vote

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  8. Line item cash total in reporting on the stations. Just like credit cards and tip totals.

    1 vote

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  9. The feature to download monthly transactional data was available to us until November last year (2022), but with some of the updates that happened, we are no longer able to pull the full month report. I believe there is a 30 second time lapse, that after that, no further lines are included in the report. Can you please revert back to the process of how it was before? It is very important to be able to pull full reports for all Taxi companies, we are a group of 12 Taxi companies with over 5,000 cabs and we need this reporting…

    1 vote

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  10. It would be nice if you could automatically send certain reports via email.

    4 votes

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  11. Ability to print to a wifi printer instead of using the Clover Printer paper.

    1 vote

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  12. Need to have the ability to print detailed batch report showing each transaction from the device itself. Ideally from the Closeout app this should be an additional option but even if ability was given to Transactions app to print a list or via Reporting App to Print a list as well.

    3 votes

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  13. items in our inventory app that has not scanned at the register over a selected period of time (6 months, 12 months, 18 months, etc...). Then from that report be able to either archive or delete that data from the inventory app. This will not only allow the app to run better, but reduce the amount of dead inventory sitting out there that is costing you money to store.

    1 vote

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  14. Provide the ability to disable printing of Batch Totals when close out occurs. This feature works as expected on Duo but all our Mini's print Batch Total each night we are open. We don't use these reports and it is a waste of paper. Additionally I don't want my employees looking at these reports.

    1 vote

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  15. In the Clover online Dashboard we use "Reports > Payments & Tender Types" to balance transactions at close, and also for bookeeping.

    Currently (Sept. 2022) the report shows Interac refunds under the Credit Card section, which they should not be under. This only happens when the refund is done Manually on the Clover Flex terminal. We cannot always process a refund through the Transactions section on the terminal, because we have 100+ transactions per day and there is NO easy filter to find old transactions (by $ value, or last 4-digits, for example).

    Clover support was unhelpful on 3 separate…

    1 vote

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  16. I hate the monthly statements. They are 11 pages and show less info then other companies do in 4 pages. I would like someone from Fiserv to look at my other statements in order to make fiserv a much better product.

    1 vote

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  17. We would like to have labor cost to show under the Reporting app without the need to use a third party app like HomeBase.

    3 votes

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  18. I would like to have a report that shows the busiest hours over the requested time frame. I used another platform that had a "Labor Optimization" report, that allowed us to see the volume of visitors per hour over a selected time period in order to better schedule employees. Currently, we're only able to see the hourly volume per day, unless we export that data to compile a report of our own.

    2 votes

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  19. under setup I added 2 different type Taxes. 1) sales tax 8.25% 2) Convenience fee 4%. At the check out it do not show separately. It adds up both Taxes and shows. This was in reports also we do not know how much sales tax and how Convenience we collected.

    1 vote

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  20. This is so that the accountant can label these sales properly in the accounting system. Whether the sale was for fees, wholesales, etc.

    1 vote

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