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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. -merchant request to restrict server to put orders without drinks
    -create more than one service charge
    -put service charge as a default option
    -combined service charges with tips
    -create a report for servers and assistance of servers and for bartender as well
    -divide tips percentage depending on service provide per order

    8 votes

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  2. Service Charge be applied to employee tips for employees to receive and be in shift/employee reporting.

    20 votes

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  3. New reporting rolled out to all merchants. New locations after September is unable to revert back to old reporting. This issue poses a big issue for merchants with multiple locations. If old locations can go back to old reporting and newest locations is unable to be reverted backwards. These merchants are not new merchants and should not be forced into using newest reporting since it has 2 different styles and causes a major issue for back office reporting to do two different styles of reporting.

    2 votes

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  4. EMPLOYEE SUMMARY BY REVENUE needs to be able to be exported and or printable from Dashboard and from Device on shift
    We need this for tip out badly

    8 votes

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  5. The new closeout report has a cash deposit section, which is very nice, but it doesn't include checks from the day that would also be handled with the cash deposit. It would be helpful if anything that physically has to be taken in the bank deposit was included in that section.

    7 votes

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  6. Add batch numbers to the closed batch report

    6 votes

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  7. 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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  8. 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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  9. 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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  10. 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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  11. A section on the reporting application that allows option for employees to see their own tips only .

    14 votes

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  12. 33 votes

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  13. 4 votes

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  14. 19 votes

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  15. 6 votes

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  16. 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.

    236 votes

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  17. 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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  18. 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.

    30 votes

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  19. 43 votes

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  20. 13 votes

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