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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 an item is paid it can then be marked as ship to, partially paid, pick up and once that is done then they can mark it as such. Also create a report so they can see these items in this status.

    1 vote

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  2. When a customer pays for their mattress they want to know who is the vendor on the receipt. That would be the category title and that does not show on the customer or order receipt.

    1 vote

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  3. It would be nice if the service charge would be able to be in the expected deposit totals at the bottom of the POS printed sales report. As this is what we use to balance our register daily. If other companies don't distribute service charges daily, is it something that could be an option? BTW...thank you for taking service charges out of revenue!!!!

    4 votes

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  4. Currently when a merchant inputs data into the "Note for item or service" field, this data passes to the cardholder. However, the data does NOT flow through to the merchant's reporting. I have a client who inputs the date of the event for their catering invoices in this field. When they go back later to tie the transaction to an event, they are unable to do so because the Note field in blank in the reporting.

    2 votes

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  5. Allow resellers or admin users to make changes to the device name that shows up on the reporting. Currently only the owner is able to make this change.

    1 vote

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  6. Merchant requesting an option to pull a report to see when certain inventory is added

    1 vote

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  7. In the daily Sales Overview report gift card sales have recently been added to “Sales by Card Type” making a consolidation with deposits to bank account impossible.

    1 vote

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  8. In PayEezy we could print a list of customers in each recurring plan. Is there a funtion to print these lists?

    1 vote

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  9. Please make it a tender option on clover for a debit & credit card total together, EVERYWHERE. If I want a total for credit card (including debit cards) with tax and tips for the day (Daily), I have to get the debit total AND credit card total and manually add them together. I am a bookkeeper and use these numbers for accounting. I don't need a breakdown of credit & debit, just a total, with taxes and tips.
    Right now I use Sales activity> Transactions-the only place I can find tax AND tip breakdown. Please help so Clover gives me…

    1 vote

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  10. The Gift Card transactions have recently been added to the "Sales By Card Type" Report. That is not a problem. However, the gift card redemption total is also being added into the Closeout Total for the day. The gift card money was collected when the card was purchased - not used. It should not be added into the Closeout Total. The closeout total with the gift card amount then does not match the deposit amount. It's an extra hassle for a retailer with multiple gift cards being redeemed daily.

    1 vote

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  11. Please let me run reports for multiple devices at once. Not one, not all, but let me select from the list of devices. I would have to run over 600 reports to get a month by month snap shot of our offsite sales. This would give me a ton of important data

    2 votes

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  12. Create a feature that tracks edits made to an item in inventory, including initial creation, changes to cost, and quantities. This feature is paramount in helping users keep track of potentially lost goods and when Clover POS and Clover desktop was last sync'ed

    1 vote

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  13. a client asked to be able to search all transaction and order reports by cardholder name in the search fields

    1 vote

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  14. The merchant will like the ability to use to separate cash drawers for two different employees

    1 vote

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  15. The merchant would like a feature to allow individual user id to pull reports that only show what that individual user id has captured in sales. We are an academic institution with certain levels of information (donors) that we don't want student employees seeing. However still want the students to have access to the reporting function. So we need them to be able to pull reports but have certain information blocked out to their specific account reports

    Thank you, btw the devs for Clover are the best!

    1 vote

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  16. Can you build in a system to alert when inventory reaches our par. Other POS systems have this feature. How long will it take you to set up?

    1 vote

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  17. Merchant is requesting table numbers and section name on the "orders' in the ios app, when selecting the button "Orders" it doesn't show, whether its paid or open the description of clover dining isn't synced. The order ID is not useful for them they would rather have the table number and section.

    1 vote

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  18. Bring back reporting features ASAP. The ability to produce year to date and year end reports is vital. Now you can not even request a report. This is an important feature. It's not like you can cut and paste 3 months at a time in a report like "Item sales Report". PLEASE BRING THIS BACK ASAP!

    1 vote

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  19. It would be great to have the service charge when charged as a gratuity to calculate in the Shifts report for each employee on total cash owed. Just like the Tips on the report where it will adjust the total cash owed from cash to cc tip.

    4 votes

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  20. When using clover dining it would be nice to look back through the transactions and know which tables were associated with what transactions in case you need to void / refund.

    1 vote

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