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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. Please implement date specific inventory reports. For taxes at the end of the year retail stores need to be able to do inventory reports from 1/1/21 to 12/31/21 and there is no such feature available on inventory reports.

    3 votes

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  2. For reports to show darker when you print them from the dashboard.

    2 votes

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  3. It's been an issue for our merchants who want to have the daily closeout / batch report emailed to someone at their company who is not the owner.

    Clover does not have the ability to have the automated batch report go to a controller, Cfo or someone in the accounting dept. It can only be sent to the email associated with the Owner of the Clover account.

    Seems like an easy fix. Can we get it done?

    2 votes

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  4. 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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  5. Would love to be able to customize the end of day close out report/print out. Much of the information provided and dictated by clover on the print out is rather useless (I do not care about how much went through on AMEX versus VISA versus MC or debit) and the print out is rather long. I would love to be able to see a tax report (which I currently have to print out from the desktop dashboard) included rather than the tender report.

    1 vote

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  6. items are showing in one category report and not in all categories. if merchant uses the item for multiple categories merchant wants to show the items and all categories

    6 votes

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  7. Please add a line button so I can separate my orders, I have a taco shop and I wanna be able yo separate an order of 5 tacos from another person's order of 3 tacos, please provide a button that says space or line that we can push when we want to separate our orders

    1 vote

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  8. Our shop needs to implement a new tax for specific items, i have said items broken down by cateogry.. it would be great if i could assign a particular tax to the category rather than going line by line. PLEASE implement this change.

    1 vote

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  9. Give customers the option to Print their inventory, including item quality, from both the device and the dashboard. This is especially usual for tracking information at night. Also, it would be helpful if merchants had the option to print the inventory items by category.

    4 votes

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  10. Make it to where an employee will only see their individual report and not the report for every employee. I do not want Employee A to see Employee B's report. They should not see the tips for that employee. I thought this was how the system was setup a few months ago but it appears that is no longer an option

    3 votes

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  11. Reporting Revenue Item Sales has no ability to print reports from the clover online dashboard. Additionally, an apparent recent update to the website took away the ability to print the entire report via the right click function in Microsoft.

    6 votes

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  12. I am an ISO agent and am currently signing-up merchants for payment processing in the tourism industry which relies heavily on agent sales and commissions. Many of these merchants will purchase large volumes of Clover Flexes to accommodate their operations. One merchant alone will be purchasing 28 Clover Flexes. These merchants all have the same complaint and that is that the Flex does not support commissions reporting. This would be such a simple modification and would be useful to a wide audience of merchants who pay by commissions. Here's how it can be done in two simple steps:

    1. In the…

    2 votes

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  13. The shifts app does not calculate total hours unless an excel report is ran. Huge inconvenience in comparison to squares interface. it also does not breakdown overtime hours. a lot of manual calculations for a pos that is supposed to make my life easier. on the shifts tab, it should have a breakdown by employee with total hours and a breakdown of normal hours and overtime. Homebase is garbage and if everything has to be a 3rd party app, your customers will drown in fees. considering the premium I'm paying for this system, I feel like I bought an obsolete…

    3 votes

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  14. I would like to customize the reports more, I need specific details at the end of each day and the generic reports aren't working for me. All the info is there I just need a way to pull it instead of going into each individual transaction.

    4 votes

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  15. We are an ebike shop;. The current order report shows all orders whether or not they are paid in full We need a sales report that only reports orders that are fully paid. Currently someone may leave a $200 deposit on a $2000 electric bike. While we are waiting for the bike this order is reported as a sale....which it is not. Worse, the customer may change their mind and ask for the deposit back. After the deposit is returned Clover continues to report this as a sale even though it never was and never will be a sale. In…

    3 votes

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  16. What happened to the ability to run an inventory items report which allowed me to verify at a glance what revenue class was assigned to the item? Prior to July 2021, we had the ability to do that! My gross sales numbers don't match gross sales by revenue class. I don't have time to go item by item to hunt down the problems!

    6 votes

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  17. We need to be able to view the notes put on transaction in a download!

    6 votes

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  18. Merchants need to be able to pull historical reports that reflect the COGS/liability report reflecting the cost/count AT THE TIME OF THE REPORT, not the current item cost/count.

    3 votes

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  19. Like many companies in the US, my week starts on Monday. Why is there no way to change This Week and Last Week in Reporting to reflect a Monday start day? Seems like an obvious option to include and it would make comparison reports much more useful without having to specify custom date ranges. While I'm at it, if one does specify, say, a five day date range, Mon-Fri, the only comparison available is the previous 5 days (Wed-Sun), a totally pointless comparison. Why not Mon-Fri of the previous week?

    7 votes

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  20. How do I get a detailed list report of all item sales? I would like to get a detailed list report showing line by line the item, item category, sale date, sale day of week, sale price, tax, tip, payment type, etc.

    This way I could slice and dice the data anyway I want in excel

    10 votes

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