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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. Can we please add sales taxes to gratuity like xxxx?

    1 vote

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  2. We just started using Clover and we noticed that the Gross and Net totals aren't actually complete totals. You have to check your cash/CC/other totals and add those numbers. We've spoken with other vendors and they have told us they have to do similar workarounds to get proper totals for the day's sales. This should be fixed ASAP. If we can't trust the Gross and Net totals displayed at the top of the Sales Report on the web dashboard, why are they there?

    1 vote

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  3. Time by time the export in Excel format has same records with EDT and other lines with EST.
    Seems a bug of the system.

    Anyway add EDT or EST in the same column of the Date/Hour do not allow to use that column with the Excel functions.
    Should be better that EDT/EST was in a separate column.

    If you need same more ideas on the export I am available on my email.

    1 vote

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  4. It is impossible to get an accurate sales tax report or to find out where the errors are because you can't drill down on categories in the sales tax reporting, or filter by order source.

    3 votes

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  5. In the INVENTORY APP, we are able to track the number of available items in stock for any specific item (we can scan them into inventory using the barcode). I

    If you were to add a COST OF GOODS column to that item, we would then be able to know the assets of those items which we are holding in inventory.

    Being able to total up all our inventory and know the assets sitting in our stockroom is vital to any business!

    Also, having a COST OF GOODS price column, compared to the RETAIL price column, would allow the system…

    5 votes

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  6. Clover Dining, need ability at end of night on Employee Reporting for managers to see not just totals, but Cash Vs. Card Totals so Managers know how much $$ to collect from their servers. This is only available in steps on the Dashboard and there needs to be a quick way to accomplish this on the device.

    4 votes

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  7. Merchants have discrepancies between what the Closeout App cites as the batch total versus what they receive in their Deposit. To reconcile, we need to pull a batch report that clearly cites what transactions were funded in each batch. Clientline used to provide this report, but recent changes on that portal make this an even more urgent need on the Clover platform

    2 votes

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  8. Include batch $ total on the Orders menu. Going to Closeout to obtain this information is an additional step that is time consuming. For me, it takes several minutes to load the Closeout menu.

    Previous software version included daily batch $ with the specific order amounts ... please bring that back!!!!

    1 vote

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  9. A field for Vendor in the Item Information so when looking to order new item, I know who I bought it from.

    3 votes

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  10. Closeout App: when the batch report is printed on the device, it does not include the date & merchants must write this down manually on the printed report. Please print the date.

    1 vote

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  11. It would be nice if you could automatically send certain reports via email.

    6 votes

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  12. We often want to change multiple items at once, but presently need to go in and change them one at a time. Please allow the selection of multiple inventory items and bulk updates.

    3 votes

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  13. Sales Report: Can you add a breakdown for the following with totals only.
    $Catering
    $Food and Beverages
    $Alcohol

    1 vote

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  14. I export Transaction Excel Report and having the phone number and email included in Transaction report would be easier than opening detail, looking at receipt and copy/paste into the excel report. Especially since working with over 500 orders.

    1 vote

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  15. We have 4 companies using Clover. 12 devices. As a manager I need to quickly review the sales. Example Lunch hour - 12-3 pm on Monday. The dashboard pulls up the sales but I can’t scroll using the next day button anymore. Now it reverts to Monday at 3-6 pm.
    Apparently this is an update but it took away our ability to easily scroll through the days - AT THE SAME TIME FRAME. We need this function back or at least an option to continue to next day or next 3 hr time frame.

    1 vote

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  16. I find it somewhat difficult to reconcile my accounts as the Deposit reports only have the total for each card used. It would be helpful to have a link from the total of each card showing the breakdown of each transaction and the date of that transaction. The total of each card may contain a couple of days transactions and this makes it more difficult to reconcile with Quickbooks Online.

    2 votes

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  17. I've had multiple full service restaurants ask for some reporting related to daily guest count. Not order count or transaction count... but something that relates back to # of guest served... this data coming from the number of served guests at each table in the Clover Dining app. This would be very beneficial for measuring server efficiency since 10 tables with 8 guests would be far more work than 10 tables of 4 guests

    15 votes

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  18. I have 2 systems that have the mini screen. When I take orders on the phone for deliveries and payments on the phone. The systems ask for the customer to choose their tip amount on the mini screen. However the customer isn't in the store. The option pops up for us to skip that part. Then the order and payment is closed out and my servers and delivery drivers can't collect a tip on the receipt. I dont want to have to keep going into setup and keep moving the toggle from tip on printed receipt or on screen. So…

    1 vote

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  19. I was trying to do it and is not possible it just shows me how my business performed hourly in one day at a time if I want to see like the last 6 months, for example, to see what hours are more profitable to make decisions I cant do that.

    6 votes

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  20. We are partially consignment and would love to have a percent of retail price as cost of item when using variable price. This would show our true cost of the consigned item on sales reports.

    1 vote

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