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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. When adding additional categories they do not merge alphabetically they go all the way to the bottom below the last category added. The only way to do this right now is to drag and drop it into location either on the unit itself or on your desk top on the admin. side. Unfortunately it is not the most user friendly thing to do. It takes forever. It would be nice to have a command to let you either reshuffle new categories in with existing in alpha order or have you click on the new ones to integrate in alpabetical order.

    1 vote

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  2. Requesting a detailed report for end of each day at the close of our business.

    1 vote

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  3. 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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  4. 1 vote

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  5. The Service Charge disclosure is rigid and non inclusive of various situations. This disclosure should be able to be changed by the client. For example, a service charge is not necessarily a gratuity in that it is a service charge and should not be confused with a different term. If it's called a Service Charge, then it should be just that. This confuses the merchant and client. My client operates an entertainment restaurant that charges a service charge since they have live bands playing. They also charge a service charge to help other staffing expenses such as guaranteed wage minimum…

    1 vote

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  6. 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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  7. When I am looking through inventory, I see all of my hidden and non hidden items together. This creates a lot of noise as we use hidden items to archive many products. Please create a check box or toggle to "show/hide" hidden items.

    1 vote

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  8. 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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  9. Users should be allowed to specify reporting of orders where credit card/debit card info was manually entered because the sale was done over the phone. This should be added as a filter in the default reports.

    1 vote

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  10. Make transactions sortable by last name so when we print them from excel it is easier to apply the payments to our customers

    1 vote

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  11. The merchant would like cash payouts to be categorized within the sales report

    15 votes

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  12. The merchant would like to be able to see who sold a specific item when viewing items report via the device instead of having to access the dashboard and filter each employee individually.

    4 votes

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  13. 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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  14. Would like to have the ability to pull one report with everything we need instead of having to use an additional service or pull multiple reports and attempt to match the info.

    Merchant Name, Employee Name, Date, Time, Payment Type, Card Type, Item Name, Item Cost, Item Refund.

    4 votes

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  15. Clover needs an Employee Performance Report based on the information collected on Clover Dining, owner of the restaurant would like to know how many guests, not orders employee's served, average sales of employee, total guests and sales, and summarized in a column by best performer to least performer. The owner of the restaurant would like to know how many guests the whole restaurant served the whole day and have it be customizable to the date and time of choice. Results showing the best employee performance serve to the least

    2 votes

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  16. Clover needs the ability to imitate negative tender transactions via the Register, including the purchase of merchandise from sellers, and payouts to vendors or lottery winners.

    Numerous retailers buy merchandise from consumers and resell this merchandise in their stores. Convenience stores make payouts in lottery states.

    Existing 3rd party solutions for negative tender and payouts are unsatisfactory. Retail merchants need effective functionality, ease of adding used items to inventory, and simple reporting on these activities.

    6 votes

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

    2 votes

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  18. Merchants should have the option to take a return or exchange and be given the option to damage out the item and then be able to run a report showing all damaged out items, OR be given the option to simply return an item to inventory.

    4 votes

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  19. It would be helpful to be able to export inventory items by category. I would like to be able to select a category, and get a spreadsheet of all the items in that category including their quantity on hand and cost. This would make taking inventory easier.

    25 votes

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  20. Add the option to filter transaction and sales report by device for Clover Go gen 3 devices.

    4 votes

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