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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. It would be helpful to be able to run item movement reports and compare to a previous period.

    How many cakes and pies did I sell this holiday compared to last year ?

    I raised the prices on ice cream toppings- were the sales impacted ? I was a regional manager for a supermarket chain and we managed these types of reports daily.

    1 vote

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  2. Client requesting "tag" and "reference" columns for Clover reports once exported, in comparison to Pay-Eezy

    1 vote

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  3. There needs to be a report that can be pulled that includes the customer name and amount paid.

    1 vote

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  4. reports of sales per iphone device link to tap to iphone,

    1 vote

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    Thank you for your feedback.  At this time we will not be including this functionality as the information received usable.  We will continue to monitor this request and work with our partner to improve usability.


    Thank you

    Clover Communications

  5. As of Aug 1, 2023 item sales report, the display order for gross sales and net sales is incorrect.

    Currently gross sales $ and net sales $ are displayed before item sold.

    After sku and product code, the display order should be item sold, refunded, exchanges, net sold, and then gross sales $. Net sales $ should be displayed after exchanges $.

    I have entered case # MI001119531 to request the display change back to the correct way it was displayed on the items sales report since June 2021 when we first started using Clover.

    Thanks.

    2 votes

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  6. The current Close Out menu under Finance currently shows us the daily transaction amount that goes to the Bank. When you click to see the details, it shows summary per card. That has not been helpful. We need this to show the customers whose transaction cleared to the Bank every day. So we will see total Closeout for the day and when we click on the total amount it gives us the customers that make up that total. Kindly help create this report.

    2 votes

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  7. I just spent over an hour myself and more time on with Clover help to find a transaction where a discount was made. And they couldn't help me either. I have an item that should not have been discounted at all - staff was aware - being sold for charity. I ran the report and it shows discounts were applied. Since we sold them for the month of November - I would have look at discounts and click open every one to find the transactions I'm looking for - which is ridiculous. There should be a way to pull up…

    1 vote

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  8. On the Clover Dashboard Reporting, a restaurant or retail may have multiple managers for one store or location, after an item is printed and then an item is removed from an order, we need to see a report of who approved the deleted item and who is doing the most deletion items after printing or firing items. Currently it shows the employee of the order but not who approved or overriden the printed items when managers have the permission to do so.

    3 votes

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  9. Itemized reporting of different tax categories, for example liquor, beer, food , merchandise/retail to reflect on checkout and sells report

    3 votes

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  10. We review our "removed items" monthly/weekly, its good to see items that have been deleted but and order that is combined is considered a deleted order. that makes it look like there a lot of deleted items when in fact those items were just moved to a new ticket.

    1 vote

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  11. I would like to enter bottles of liquor and wine and have the measurement deducted as the bottle is used. I could enter 750ml tequila and every time a 45ml shot is taken out I would know how much is left in the bottle at the end of the day and especially at the end of the month. The tequila inventory choice should be connected to the bottle amount and the amount deducted as used.

    1 vote

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  12. The new dashboard update has deleted information/reports and or information that no longer is able to be download it such as as the line item report that was found with the orders report. Now we need to spend time at looking at many other screens when doing research by specific transaction. Clover needs to allow consumers to either go back to the old dashboard and or offer better software for different industries besides retail and restaurant. those being nail, hair and spa salons. very disappointed with new update.

    1 vote

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  13. We have multiple clients want to add a custom field on the sales report, e.g. each sales needs to split tip income with kitchen staff, so they need add a custom field "Kitchen Tips" to the report.

    The formula for this field is (net food sales + net unclassified sales) * 5%, "food" is a revenue class the merchant defined. They used to use the Squirrel POS system, which allowed them to add such a field.

    2 votes

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  14. When printing sales overview from the device the Additional charges section should itemize the amount for surcharge vs. gratuity. Currently we have to log into the dashboard to get that.

    2 votes

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  15. a way to see your current total of inventory for the year. by vendor

    2 votes

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  16. The update to the clover system changed the background colors through the display screen and the payment machine screen. With the current selections, my color blind employee cannot see or use the system. Accessibility options to change the background colors would solve this issue.

    1 vote

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  17. I need to export what was sold (i.e. line item) and the datetime of the transaction, but instead exports from any of the orders section do not include both the date time and line item. Rather, they include one or the other making it impossible to forecast what to order. We need a export that shows what we see in the web UI, i.e. the datetime of the purchase, and the line item of what was purchased. Instead, it's a datetime with a obscure ID that does not match any other report export, or a line item export without a…

    1 vote

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  18. employees have the need to buy supplies quickly on occasion and do a payout from the register there is no method to do that
    and your chat line is worthless

    2 votes

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  19. I currently up charge $4.00 for a Margarita or Old Fashioned. I want to run a happy hour special we’re only up charge $2.00 if modifiers were added to the happy hour list, this can be done with the click of a couple buttons

    1 vote

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  20. Please add the totals from the day's surcharging through Fiserv to the Clover Closeout report, it currently doesn't display there and is the best report for EOD reporting for small businesses.

    5 votes

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