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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. Hi,

    Just wanted to pass along some feedback I’ve received from 2 larger clients just in the last week. There seem to be some restrictions as far as server closeout when they are reviewing their transactions to confirm their tips match etc.

    Both clients asked if there was a report like what you can see in the transactions app that is printable from the device so the server/front house manager can verify everything was entered correctly. Both said it’s not feasible to have them stand at the station and take up the device while they review 35+ card transactions.

    Any…

    4 votes

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  2. Reporting..i suggest having clients pick the ability to set defaults for items or categories they are wanting to see everyday. Right now customers have to go in a un select the items they do not want to see on their reporting each day. its a 5 min process each day they run a report by unselecting items.

    6 votes

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  3. 7 votes

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  4. Merchant would like to have a detailed shift report per employee that can be printed off for the week. This will provide insights on hours worked per employee without have to add the hours up.

    10 votes

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  5. Need a way to track Nontaxable sales by type. For example, we have nontaxable Phone Orders and nontaxable for Senior Citizen. Would like additional selections of the Remove Taxes by Type. Possibly within the three dots menu where the Remove Taxes exists, while in the Register App.

    1 vote

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  6. want to be able to see the removed items on the printed reports from the clover POS

    1 vote

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  7. I had an employee who was clocked in for 10 days. They clocked in on their 1st shift and then never clocked out. They worked a total of 3 shifts in that timespan. I went in to run the report for payroll and found she was currently clocked in. On the dashboard there is only a way to edit existing punches. There is no way to close her shift, or add a clock-out punch then edit it. A function to split the shift would have helped also

    Another work around would be to add an option to set a shift…

    5 votes

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  8. Merchant is requesting a daily report to show customer information as part of daily reports. They want to be able to see what customer made what purchase throughout the day

    13 votes

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  9. I need to run a monthly report for a government agency that shows items by tender type. Since there is currently no report, I have to manually count the hundreds of items by tender type.

    9 votes

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  10. You should have a tax-inclusive item where you can see the price of an item and it automatically subtracts the sales tax in reporting and reports the item revenue.

    236 votes

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  11. merchant wants to download the current year total sales she did to an individual customer without she having to do it manually.

    3 votes

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  12. 3 votes

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  13. Please add a option to print the detailed report of all the payments take during the day, Like a list, from the device

    4 votes

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  14. Merchant wants the item report to also include the payment transaction

    2 votes

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  15. Right now it appears there isn't a way to automatically review sales data for a specific item for longer than 3 months. So if I want to reorder a seasonal item from a year ago, I have NO idea how much I sold last year. I have had to request a report and then sit and wait to receive it, and then sometimes I can't even find the right data. Today I was in a meeting with my team trying to plan what to order for the summer season and we couldn't even have our meeting because the data isn't…

    10 votes

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  16. Would like tips that are in in the tips app with custom tender types In the reporting

    7 votes

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  17. On the dashboard you show us net sales for the current day and a comparison to last week. Below that we see the hourly of todays sales. It would be SO helpful if you could also show the hourly sales of the previous day just right on top of the current day with a different color on the graph. It would be great to compare hourly sales from the same day last week.

    5 votes

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  18. A lot of Business Make 2 or 3 shift daily, that shift have Start with petty cash leave the last day after close the last shift. We can insert a deposit in Clover the same day of the Reporting but if we leave a deposit the last day in the new day of reporting that petty is not.

    Is a great idea how much is the petty leave in the cash log for the next day.

    In the day we can change the Crew 2 or 3 times. We don't have a close shift button with remove cash sales and…

    9 votes

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  19. For the Items Reporting-Merchant is requesting the feature to track the last customers he sold an specific Item and to add the order number to the Items report so he can go directly to the transaction for that Item

    6 votes

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  20. Merchant would like a report that lists the sales for Modifiers as they do count towards the profit/revenue.

    13 votes

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