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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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387 results found

  1. 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…

    4 votes

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  2. 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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  3. I am currently using Clover System (Van Nguyen with HaoHao LLC/dba ChuChu Donuts) and I used to have the tax report with a breakdown of Amount of Sales with 0% tax and Amount of Sales of 7% sales tax (or whatever % set in the software).

    I used that report to report Sales Tax to the State of IOWA every month and now the TAX report is gone. Clover took out that Taxes report without notify us. I am very very disappointed that none of your tech support could find a way for me to report that taxable amount.

    Why…

    1 vote

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  4. 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.

    1 vote

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  5. 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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  6. 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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  7. 1 vote

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  8. I have to see the Notes section of every past paid invoice to be able to see which events they've registered for. If I could have a custom report that exported to Excel with the Customer Name, Date, Amount Paid and Notes section (which shows exactly what dates they purchased), I could easily check this data without going back manually through every order receipt (which is the only way to see the Notes section now).

    1 vote

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  9. Reports should add up correctly. You should be able to filter it for what you need. But the issue at the moment is the totals on the reports don't add up and we spend days trying to reconcile and balance so we can do taxes. Please fix this ASAP i think a lot of business need this.

    1 vote

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  10. 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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  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…

    1 vote

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  12. 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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  13. When running Sales Overview reports there needs to be a way to choose multiple employees at once to export, so they are in one file and separated into different tabs. Currently I have to run individual reports for each employee then combine them into one Excel spreadsheet so they're on their own tabs.

    1 vote

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  14. Have a more efficient Start/End shift for employees. “Starting day count”

    1 vote

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  15. 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,

    1 vote

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  16. Would be nice if it included everything when you export reports. Example the ship to address for sales tax use. At the moment we have to go back into the transaction to get the address and put it in manually.

    1 vote

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  17. 1 vote

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  18. We do not use the full inventory system, but we do enter a category (one of 10) for every transaction by using the "Register" app. We have removed all permissions for the "Sales" app. However, there is not reporting option that provides us with transaction totals by "category". We need this option.

    Daily batch reports do not total by category nor is there any report that filters by category. Tech support has told me there is no such option.

    Can you provide this option or is there a way for me to create a custom report with transaction totals by…

    1 vote

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  19. I was at the clover summit last week and expressed this idea to xxxxx. He said this was the best forum to get it looked at.

    1. Auto gratuity currently doesn't show up on the end of day shifts report as part of the Cash sales - CC tips = owes house equation. This causes 2 of my merchants to do it manually, is there a way we can enter into the end of shift equation?
    2. About 10 of my full service merchants have servers that will take the order and therefore put their pin number in, (no matter…

    1 vote

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  20. Hello,

    Currently, there is no ability to generate reports or search for transactions by applicable sales tax. For example, in my Finances>Taxes section, there are a number of sales that apparently have No Sales Tax (0%). We cannot identify which those are, we cannot search by sales tax, etc. It would make a lot more sense to have a Report that is broken down by sales tax.

    1 vote

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