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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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341 results found

  1. The view offered on the Dashboard is not the same once the report is exported to a .csv file. Merchant feedback is to offer the same info in the same general format for ease of reference.

    12 votes

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  2. The merchant would like an items report that shows the time the items was sold. Similar to daily hourly net sales widget on the dashboard

    5 votes

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  3. The client does not pay out his employees tips in cash at the end of the day. Instead, he includes the tips are part of the servers paychecks to ensure proper tax report.

    The Cash Deposit reports assumes the client will payout the credit card in tips and therefore reduce the total cash deposit.

    For clients that do not pay out the tips in cash, this creates an accounting nightmare and leaves the individual stores open to errors (paying out tips when they should not) and fraud.

    An option for “Pay out tips in cash: Y N” and adjusting the…

    50 votes

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  4. For reporting purposes, associate custom items-- which are entered after a Category has been selected in the register--to the respective Category as a “custom item”.

    Today, all custom items report under "Items Without a Category" even if a Category was selected prior to the entry of the custom item.

    Ex:

    Category:
    Skate Shop

    Item:
    Custom Item

    8 votes

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  5. A section on the reporting application that allows option for employees to see their own tips only .

    14 votes

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  6. 32 votes

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  7. 4 votes

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  8. 19 votes

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  9. 6 votes

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  10. You should have a tax-inclusive item where you can see the price of an item and it automatically subtracts the sales tax in reporting and reports the item revenue.

    217 votes

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  11. Currently the deleted items includes anything that was deleted...if a customer changes mind on an item (say from fries to onion rings) and the fry is changed to onion rings and then the ticket is saved. The fry $ is added to the report when it was never in there as a saved, open ticket. At the end of the day, deleted items is a "construed" amount!
    Even if a customer wants to know how much an item is, once it is looked up and customer doesn't want it.....it will go in to deleted items report when in fact, the…

    8 votes

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  12. Merchant wants a report that populates with customer names and how much they were charged. Ideally, the merchant would be able to filter the dates he wants to view this information for.

    28 votes

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  13. 26 votes

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  14. 13 votes

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  15. The clover dashboard items section will allow you to filter by category and a specific item in the category. For example, a merchant wants to see how many fish tacos were sold for the month. He selects display by category and selects fish tacos. The display screen shows the how many fish tacos were sold for that time frame and the revenue collected. However , he selects export summary line items, the spreadsheet pulls all items in all categories. We tried selecting the other option, Export Individual line times from this page. Same error. The spreadsheet is pulling all items…

    31 votes

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  16. 3 votes

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  17. The merchant would like to reporting app to be more unified and include customer reporting. merchant would like to access reporting and search for customers using the customer id or order id in order to determine the items frequently purchased per customer

    12 votes

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  18. Give the reporting app a scheduling function ... ex: "run/print/email daily sales total report every day at 9pm" - understanding that this is not a "batch" report, which is already automated and can be set to send an email. The batch typically happens much later after business is closed. Automating the report to simply print out at a certain time would help businesses with closeout daily, and does not affect the batch or tips that may still need adjusting.

    10 votes

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  19. Merchant called because she wants a one year report for her tax account.

    She does not want to print month by month or 3 months at a time

    14 votes

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  20. When exporting transaction report, should include cardholders name

    59 votes

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