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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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411 results found

  1. 6 votes

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  2. 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.

    237 votes

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  3. 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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  4. 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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  5. 43 votes

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  6. 13 votes

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  7. 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…

    33 votes

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  8. 3 votes

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  9. 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

    14 votes

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  10. 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.

    12 votes

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  11. When exporting transaction report, should include cardholders name

    65 votes

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  12. The merchant request to have reporting for customers where she can see which items was purchase per customer and date. The merchant would also like to be able to filter by date in the customer app.
    The merchant is able to export the spreadsheet however the items is not on the spreadsheet.

    10 votes

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  13. There doesn't appear to be a report that can be pulled to show total discount $$ applied to transactions -with the name of the discount listed. There are discount reports, but not one with the discount name. I think it would be great to be able to tell which discounts/promos are getting the most use so that a business owner can determine ROI for their marketing efforts.

    12 votes

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  14. For multiple locations, it will be better when generating reporting from each device, under Reporting App the default filtered selection should be "This Device" instead of "All Devices" as sometimes employees may forget to filter it and this cause discrepancies during reconciliation.

    10 votes

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  15. A condensed closeout report (like the batch report but include cash refunds tips, gift cards) so my employees can close the register at the end of the night with out having to add numbers outside of the software. Or use the tender stats section in the long report and add CASH, refunds, tips so it gives the total number or sales for the day.

    74 votes

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  16. Merchant would like taxes report to show accurate amount and not the rounded amount.

    13 votes

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  17. Cash Log to also include cash back options at the end of a transaction (cash provided to the customer).

    20 votes

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  18. Export function that includes all transaction details (service/product sold/provided) and total paid of each customer.

    Current export function only lists customer information.

    As of right now, merchants can go into the dashboard and go into each individual Customer and see transaction history--but exporting it does not include transaction history.

    51 votes

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  19. Merchant wants to be able to see how much did he start the day and how much was left at the end of day to be able to take that money and deposit into the bank.

    22 votes

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  20. Merchant would like to have the clover keep a daily total of customers for each day

    7 votes

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