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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. From Finance-closeout show summary would be great to do one click for detail and not go to Sales activity and detail payments and refunds---too much work

    1 vote

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  2. We would like to see the summary report (that was previously available) of each employee's activities for a specific time period. since the latest upgrade only a detailed report is available.

    1 vote

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  3. Merchant would like employee report to be limited so the employee cannot change the date.

    1 vote

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  4. Hello there,
    my name is Claudio and i am the new general manager of a Restaurant in Fort Lauderdale, Florida.

    As the new manager, I'm looking into costs and expenses and i'm having some issue with the Clover reporting system.

    The location has been open since 2015 and, since now we're expanding and opening 2 more stores, I'd like to see if make sense for us as a business, to keep opening in the morning here or not.

    But when I go into the report system and i try to see a specific date and time it won't let me.

    1 vote

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  5. Can you please Add the Name of the Bussiness on the End of day close out report Emailed to the merchant.. Not just the MID #. I have a client who has multiple accounts but under the same email. They want the name of the business listed on top of the report so they can idenitfy which Close out report belongs to which business. . Thank you!

    2 votes

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  6. Daily sales report that at the end of the day is generated and automatically send an email on file with summary information, including Gross Sales, Net Sales, Tax, Credit Card and cash (amount collected) So far, the only option is closeout report but it does not have the whole picture of the company daily sales activity.

    6 votes

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  7. To adjust font size for Uber Eats receipts

    2 votes

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  8. We need to be able to pull a report that shows CASH v. CARD sales and is broken down to the Inventory Line Item. We can see that this report is available in the web dashboard under "ORDERS" but it does not export to excel the Line Items data. Please implement this easy feature to make our accounting down to the line item easier! :)

    3 votes

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  9. I need to be able to run a "tender types" report by date for a custom date range. Exactly the same functionality as the sales report, which allows for DAILY SUMMARY or TOTAL toggle, but in the tender type it only allows for the summary.

    3 votes

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  10. When I view deposits and click on a specific deposit, it shows me the deposit and then a list of fees. This particular one showed a deposit of $239 and $64.11 in fees. My jaw hit the floor when I saw this. I called my account manager who had to call Clover and figure out that this was the amount for the whole month and not that one transaction. It shows the amount transferred was $174.89.
    There is no transaction on my account for that amount. Listing that amount only confuses people. I understand this has something to do with…

    1 vote

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  11. There is a problem with the line items being synced from Clover payment receipts to Quickbooks invoices. Instead of creating 1 line item per sku/item, it ungroups identical SKUs and creates 1 line item for each qty count.

    For example, if a customer orders QTY 10 of SKU 0001, the synced invoice sent to Quickbooks will look like this:

    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 - $10
    QTY (1) SKU 0001 -…

    1 vote

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  12. Would like to see customer name, transaction amount, Reference or invoice number and last 4 of card number listed on the transaction summary report. Similar to what I had with payeezy/First Data. It was a streamlined summary of activity for a given day that was very useful.

    3 votes

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  13. Modifiers having Printer Label options allowing Modifiers to be routed to different printers.

    1 vote

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  14. We need to be able to reconcile gift card liability at year-end without downloading the whole database exactly at cob on 12/31.

    6 votes

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  15. We implement location tracking in QuickBooks and are starting to use Clover's Accounting Sync feature. The journal entries this feature creates do not populate the "Name" and "Location" fields in QuickBooks. As we operate multiple locations this means I have to go back into Clover to figure out which journal entry corresponds to which location, and then manually enter the correct location field FOR EACH LINE ITEM on the journal entry. Please add the ability to put a "location" and "name" against each line in the journal entry, which I believe corresponds to your "Tender Types".

    1 vote

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  16. Let me pick which fields I need or want and set the sequence I want.

    1 vote

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  17. Unit price should print on receipts even when the item is set as having a "variable price". Currently only items with a fixed price will print the unit price on the receipt. Customers don't care what our settings are... they want to see a unit price no matter how we have our pricing set in the software. This is common sense!

    2 votes

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  18. Report with Bar Code/SKU of items sold for a given time period. A line for the report would have item name, quantity sold, date, price of item, SKU and bar code of item.This will greatly help in a separate POS system for reordering. One can use an external scanner to re-order, or manually input the SKU into the other POS system.

    1 vote

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  19. Need allowable permissions to be created so a non-owner of the account can access and view the Merchant Processing Statement.

    2 votes

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  20. Comps, deletes, refunds etc. should be reflected on individual checkouts and sells reports.

    1 vote

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