Skip to content

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.


JUMP TO ANOTHER FORUM

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

405 results found

  1. A lot of Business Make 2 or 3 shift daily, that shift have Start with petty cash leave the last day after close the last shift. We can insert a deposit in Clover the same day of the Reporting but if we leave a deposit the last day in the new day of reporting that petty is not.

    Is a great idea how much is the petty leave in the cash log for the next day.

    In the day we can change the Crew 2 or 3 times. We don't have a close shift button with remove cash sales and…

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Right now it appears there isn't a way to automatically review sales data for a specific item for longer than 3 months. So if I want to reorder a seasonal item from a year ago, I have NO idea how much I sold last year. I have had to request a report and then sit and wait to receive it, and then sometimes I can't even find the right data. Today I was in a meeting with my team trying to plan what to order for the summer season and we couldn't even have our meeting because the data isn't…

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Requesting the total dollar amount of open orders to reports

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Option to print the total dollar amount and total quantity amount REMOVED items?

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Merchant would like to see bar graphs added to the web db app.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. New Mobile Update Version 3 WIPED out Simple Overview of Daily Totals by multiple days. Other apps allow downgrade/revision to prior versions. This is not a time to stop ability to compare Todays revenue to same day a week ago ,,,,

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Started  ·  Jeff Martin responded

    Thank you for sharing your feedback. Look for an update shortly to replace some of the functionality you’ve mentioned. Once you apply the update, please let us know what you think. We have great plans for the development of the Clover Dashboard app, and will release updates regularly. In the meantime, you can access all the previous functionality by logging in to your account at clover.com/dashboard/login.

  7. We are able to select a custom date range in our reports, but the data is spit out as an aggregate of all days in the range. So if I select 3 days, I am shown a report of the entire 3 days, instead of each day separately. I am not able to compare data daily except by exporting and manipulating with Excel. I recommend you give us the ability to see a summary of each day that is in the date range, and then if we were to click the summary it should open up a tree to show…

    98 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. I need the ability for employees to view and print how much CASH they owe to the house. Currently the sales overview is broken out by location instead of by employee. I need to be able to see how much John Smith owes to house as well as Jane Doe. This should include payouts so that the total cash owed to house per employee is easily identified. This way my employee can close out their cash at the end of their shift, regardless of the time of day. Right now, the employee closing at the end of the day shows…

    105 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. want to print the cash report individually for every action

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Merchant would like to be able to pull reports based off items. By pulling this report merchant would like to know who bought this item daily, weekly, and monthly. This helps the merchant send out promotions to specific groups.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Clover needs to have its own Time clock reporting s,ystem. In the shifts APP if I want to look at a weeks worth of shifts it does NOT TOTAL up the figures. If I am doing payroll I have to add up all the hours, sales, etc.

    Our customers depend on third parties which is not good. Homebase has increased their pricing, and its malfunctioning in the reporting. My clients cannot get accurate numbers.

    Clover should invest in TIME CLOCK REPORTING charge 4.99 a month for it with server banking and such. Shifts APP already does half of it. If…

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Merchant would like a report that lists the sales for Modifiers as they do count towards the profit/revenue.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. merchant would like to be able to print off more detailed reports from the terminal Reporting app instead of just summary printout

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Need to keep Items that have been deleted from inventory on past Items Sales Reports. You MUST STOP deleting past sales details describing the item that was sold just because we told clover inventory that we are no longer carrying that item(deleted it). Just populating "Sale" as item detail is a big red flag for liquor store. We need to still be able to see item details that were sold in the past even if we deleted the item from our inventory.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Merchant want to have the ability to choose what section of the report to print or have the ability to fully customize the report before the print from the device. I.E the sales overview report: merchant change choose(check box) of what to print from that report like they would like to only see the Net Sales, Taxes, Tips, Gross Sales, Refunds or something like what shows on the transaction app in the Clover Web dashboard:

    Successful Payments Summary
    Number of Payments:
    Payments Total: $
    Tip Total: $
    Taxes and Fees Total: $
    Service Charge: $

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Merchant wants to be able to see an report option for Virtual Terminal in the Reporting app and/ or a filter in order to see all Virtual Terminal transactions in the same page.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Merchant would like the Item Sales report on dashboard to have an additional column to show the amount of taxes collected for each item.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Merchant wants to be able to run a sales report by customer.

    13 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Merchant would like the option to remove the server totals from the closeout application. Merchant advised that they did not need that section of the report because they are a retail business.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?