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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. I would like my staff to view total tip amount ONLY, without seeing overall gross sales amount. This ability is needed for salons that are not commission based, the owner should not have to make our total sales visible just for staff to verify their tips only.
    Currently, when my staff want to view their total tips for that day, they are able to also view salon total sales.

    1 vote

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  2. The existing exported report includes the Items and Categories on separate tabs, and that doesn't allow a merchant to sort by Category, getting all information on each item. Please add a column to the Items tab with the Category of each item (every other detail about each item is there in a column already) so that we can sort the items by Category and take inventory count much more easily. As it is, we'll have to go back and compare counted figures with each and every item, when if it's already on the report, we only have to indicate the…

    3 votes

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  3. Would it be possible to either put in the sales report, in the summary of the sale's report per devices directly or if we can a search by name tool (search tool to type the name and not just selecting it) or to have the device names in alphabetical order or a way to filter it to make it easier to find what we are looking for per devices. With 30+ terminals some can get lost in find each information per device one by one.

    1 vote

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  4. We really need the ability to print out a z-out report at the end of a shift. That has been one of my top complaints about the system. I have had people leave me for Square because we do not have this functionality. This should be applied to all Clover devices.

    1 vote

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  5. Allow for hourly sales report to be filtered down to show revenue class or category sales totals by the hour. For example, how much food was sold between 10 and 11? How much alcohol between 1 and 2 am? Only total sales will show by hour and items report is too much to sort through and analyze.

    1 vote

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  6. Merchant wants to be able to print the items from a category without the full report. Just the category that she choose and she wants to be able to do it from the device

    3 votes

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  7. Merchant would like to have the option of filtering Item Sales report by tender type (cash, debit, credit)

    6 votes

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  8. SALES OVERVIEW report BY EMPLOYEE ON DEVICE.
    Merchant has 2 shifts in bar. Would like to have a sales overview report that staff can access from Device to turn in with their paperwork and money at the end of each shift. The report should give a TOTAL that is due. Cash less tips. This is a BASIC restaurant function and one that we can not believe we can not get!!!! Giving all employees access to the dashboard is ridiculous and should not be necessary!!! I believe you should implement this immediately. This will help the sales of this device to…

    6 votes

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  9. The Clover Station does not have the ability for an admin to print the total hours worked for an employee from the station. Most customers want the capability to print the hourly total for a given period of time worked for the week for payroll. The only way currently is to long on to the CLover dashboard while on a computer.

    3 votes

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  10. Add drop-down option for dates: This quarter, Last quarter, This year, Last year, etc. or Q1 2021, Q2 2021, etc. so you don't have to enter custom dates all the time. Many people report quarterly or yearly.

    2 votes

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  11. I would love to be able to print a list of every transaction that i've done in a year with out having to copy and past separate reports together. Currently I am only allowed to pull up 3 months at a time, so to get a years worth I have to do 4 separate searches, export the data, and then combine them myself.

    1 vote

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  12. Quickbooks Integration. The Clover transaction reports should be synced with the quickbooks reports. It really messes with the numbers when you get into detail. If there is a way to make an easy hassle free sync option. All the transactions from Clover should be eligible for syncing with Quickbooks

    2 votes

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  13. I need a separate Tax Line added to Invoices located under Virtual Terminal. I do not want to keep having to just add the sales tax to the totals box and making a note. For easier reporting purposes it would be much easier if a separate Sales Tax line would be added to Transaction type "Invoices"

    1 vote

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  14. I am terribly confused why I have a device labelled "No Device" on my reporting screen. I need this to be labelled "Online Orders" so we know how to divide our tips. I spent half hour on the phone with Olsi (sic?) and she kept telling me I cannot change it's name because it isn't a device at all. Please keep Online Orders in their own category on my HUB, or label them as "Online Orders"

    3 votes

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  15. please send daily batch summaries to email on file

    10 votes

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  16. merchant would love to have the detailed report option added back in, along with the current batch summary report that gets printed out at the end of the day

    4 votes

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  17. I want to restrict permissions under Reporting for my Employees to not have access to view the Tips for the day.

    2 votes

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  18. After payment is done. Clover is not able to go to the order and edit, remove, or void from the order.
    We are not talking about the payment done and approved. Just the reporting details side

    Example:
    1 Casamigo = $10
    1 French fries = $5
    1 French fries = $5
    1 casamigo = $10

    Device flex went offline and the server kept adding the duplicate items because she couldn’t see the item in “Review Order” from flex. She charges $15 approved credit card. Clover is back online and sees more items. Then there is partial payment left balance of…

    7 votes

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  19. Would love to be able to see a report that can give me all of my employees cc tips and cash tips for a custom time frame to make payroll easier

    9 votes

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  20. I'd like to be able to export the daily batch report into an Excel file. It'd be a lot easier to keep track of daily-weekly transaction activities. Thank you!

    5 votes

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