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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. Need to keep Items that have been deleted from inventory on past Items Sales Reports. You MUST STOP deleting past sales details describing the item that was sold just because we told clover inventory that we are no longer carrying that item(deleted it). Just populating "Sale" as item detail is a big red flag for liquor store. We need to still be able to see item details that were sold in the past even if we deleted the item from our inventory.

    5 votes

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  2. 19 votes

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  3. Merchant want to have the ability to choose what section of the report to print or have the ability to fully customize the report before the print from the device. I.E the sales overview report: merchant change choose(check box) of what to print from that report like they would like to only see the Net Sales, Taxes, Tips, Gross Sales, Refunds or something like what shows on the transaction app in the Clover Web dashboard:

    Successful Payments Summary
    Number of Payments:
    Payments Total: $
    Tip Total: $
    Taxes and Fees Total: $
    Service Charge: $

    5 votes

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  4. 43 votes

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  5. The view offered on the Dashboard is not the same once the report is exported to a .csv file. Merchant feedback is to offer the same info in the same general format for ease of reference.

    12 votes

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  6. A section on the reporting application that allows option for employees to see their own tips only .

    14 votes

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  7. When exporting transaction report, should include cardholders name

    65 votes

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  8. EMPLOYEE SUMMARY BY REVENUE needs to be able to be exported and or printable from Dashboard and from Device on shift
    We need this for tip out badly

    8 votes

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  9. 5 votes

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  10. Merchant wants a report that populates with customer names and how much they were charged. Ideally, the merchant would be able to filter the dates he wants to view this information for.

    30 votes

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  11. The new closeout report has a cash deposit section, which is very nice, but it doesn't include checks from the day that would also be handled with the cash deposit. It would be helpful if anything that physically has to be taken in the bank deposit was included in that section.

    7 votes

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  12. The clover dashboard items section will allow you to filter by category and a specific item in the category. For example, a merchant wants to see how many fish tacos were sold for the month. He selects display by category and selects fish tacos. The display screen shows the how many fish tacos were sold for that time frame and the revenue collected. However , he selects export summary line items, the spreadsheet pulls all items in all categories. We tried selecting the other option, Export Individual line times from this page. Same error. The spreadsheet is pulling all items…

    33 votes

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  13. Merchant would like to be able to pull reports based off items. By pulling this report merchant would like to know who bought this item daily, weekly, and monthly. This helps the merchant send out promotions to specific groups.

    2 votes

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  14. Add batch numbers to the closed batch report

    6 votes

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  15. The merchant would like an items report that shows the time the items was sold. Similar to daily hourly net sales widget on the dashboard

    5 votes

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  16. A condensed closeout report (like the batch report but include cash refunds tips, gift cards) so my employees can close the register at the end of the night with out having to add numbers outside of the software. Or use the tender stats section in the long report and add CASH, refunds, tips so it gives the total number or sales for the day.

    74 votes

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  17. For reporting purposes, associate custom items-- which are entered after a Category has been selected in the register--to the respective Category as a “custom item”.

    Today, all custom items report under "Items Without a Category" even if a Category was selected prior to the entry of the custom item.

    Ex:

    Category:
    Skate Shop

    Item:
    Custom Item

    8 votes

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  18. Merchant wants to be able to see an report option for Virtual Terminal in the Reporting app and/ or a filter in order to see all Virtual Terminal transactions in the same page.

    2 votes

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  19. Export function that includes all transaction details (service/product sold/provided) and total paid of each customer.

    Current export function only lists customer information.

    As of right now, merchants can go into the dashboard and go into each individual Customer and see transaction history--but exporting it does not include transaction history.

    51 votes

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  20. 13 votes

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