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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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388 results found

  1. 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.

    4 votes

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  2. 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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  3. 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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  4. Comps, deletes, refunds etc. should be reflected on individual checkouts and sells reports.

    1 vote

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

    1 vote

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  6. 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.

    2 votes

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  7. An import of Menu Inventory should NOT Deselect the "ONLINE" checkbox for the Entire Menu!
    Additionally the only way to Select ONLINE is to Select Each & Every Menu Item, Select "Online", Save, move on to the next & Rinse & Repeat. The Import (and Export) Inventory Template should have Online as a Column for each item. The Import Template should have a way to save the ALL the Existing info on an item, including Pictures, and Descriptions.

    1 vote

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  8. For unique identifier we are not able to match back to report in Virtual Terminal as the "note" or "description" field remains blank - does not pull in the key field of info that we need to make our process more efficient and less manual.

    2 votes

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  9. Sometimes servers need to tip out bartenders based on bar sales. On the Server's report it should give an option to have the server's sales by revenue class show up so they can tip the bar appropriately.

    4 votes

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  10. My organization is currently using 2 Clover Flex and will be purchaing 24 more devices. I have created 27 categories for the menus at our 10 service locations. Currently the ITEMS sold by CATEGORY report lists all items sold in each category on every device in use. I have multiple devices selling from the same category. We would like to be able to print ITEMS sold by CATEGORY by THIS DEVICE, directly from the Clover Flex. This will save time and paper and not require me to grant employee access to the Clover Dashboard online.

    3 votes

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  11. WE HAVE OVER 30 LOCATIONS WITH YOU!!!! Modifier group items that have a $ value should also have an option to enter the $ value cost. This is essential as this makes it difficult to calculate full inventory costs for the business.

    7 votes

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  12. Tip adjusted transactions show in reporting as partially paid. This causes the printed employee report to exclude the service charges (gratuities) from those transactions.

    2 votes

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  13. Hello, I need to have a custom report to run on Deleted Order report with date/time stamped Item Order detail for investigation into theft so that we may tie in date and time stamp for each item ordered so that we can have coordinated evidence with video surveillance system date/time stamp. Could also be a custom report that we pay for and coordinate with a database engineer so we get exact information needed.

    1 vote

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  14. Merchants should be able to track cost of goods (COGs) for items sold as modifiers.

    10 votes

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  15. Reporting uses the most recent item cost, not the cost that was recorded at the time of sale. Item costs that have changed over time are reported incorrectly and as a result all reporting values derived from COGS are incorrect when reporting over any period where inventory costs changed. Example:
    (November 1st I set my crab cost at 3.99 and sell price at 5.99. I sell 1000 lbs at a gross profit of $2000. On November 15th my cost increases to 9.99 lb and I change my cost to 9.99 and sell price to 11.99 lb I sell 500 lbs…

    4 votes

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  16. The clover devices does not have away for the merchants to see cash totals for each employee. The cash total is showing for all employees. The clover device need a way to show tender types for each employees and not just for the full day.
    I confirmed that on the dashboard we have away to see the tender types by employees but the merchant need away to see that same information on the device per employee.

    4 votes

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  17. I would like to know all of my products that are not categorized. Please allow me to select "uncategorized" under "category" in Inventory.

    4 votes

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  18. Is it possible to add a 'Sales Date' column. there is on the 'deposit date' column when reporting deposits.

    1 vote

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  19. 1 vote

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  20. Is there a short summary report that they can print out after they are done counting that shows if they are short or over? In our old POS, my employees attached such a report to their end-of-shift deposit envelopes twice a day.

    1 vote

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