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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. To adjust font size for Uber Eats receipts

    2 votes

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  2. Unit price should print on receipts even when the item is set as having a "variable price". Currently only items with a fixed price will print the unit price on the receipt. Customers don't care what our settings are... they want to see a unit price no matter how we have our pricing set in the software. This is common sense!

    2 votes

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  3. I need a report that can be run daily that shows:

    Employee #1 Name, Total Cash, Total CC etc.
    Employee #2 Name, Total Cash Total CC etc.
    Employee #3 Name, Total Cash Total CC etc.
    Then at the bottom Total Cash, Total CC etc.

    1 vote

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  4. In order to target marketing of existing customers and/or open new locations, the knowledge of spending trends from credit card data would be a huge help. Neighborhoods reporting does something similar, but a numerical output and zipcode information would be more helpful.

    1 vote

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

    1 vote

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  6. Tip adjusted transactions show in reporting as partially paid. This causes the printed employee report to exclude the service charges (gratuities) from those transactions.

    2 votes

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  7. 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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  8. 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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  9. Please add the totals from the day's surcharging through Fiserv to the Clover Closeout report, it currently doesn't display there and is the best report for EOD reporting for small businesses.

    5 votes

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  10. I need to be able to run a "tender types" report by date for a custom date range. Exactly the same functionality as the sales report, which allows for DAILY SUMMARY or TOTAL toggle, but in the tender type it only allows for the summary.

    3 votes

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  11. 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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  12. Would like to see customer name, transaction amount, Reference or invoice number and last 4 of card number listed on the transaction summary report. Similar to what I had with payeezy/First Data. It was a streamlined summary of activity for a given day that was very useful.

    3 votes

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  13. Daily sales report that at the end of the day is generated and automatically send an email on file with summary information, including Gross Sales, Net Sales, Tax, Credit Card and cash (amount collected) So far, the only option is closeout report but it does not have the whole picture of the company daily sales activity.

    6 votes

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  14. 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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  15. My organization is currently using 2 Clover Flex and will be purchaing 24 more devices. I have created 27 categories for the menus at our 10 service locations. Currently the ITEMS sold by CATEGORY report lists all items sold in each category on every device in use. I have multiple devices selling from the same category. We would like to be able to print ITEMS sold by CATEGORY by THIS DEVICE, directly from the Clover Flex. This will save time and paper and not require me to grant employee access to the Clover Dashboard online.

    3 votes

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

    1 vote

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  17. 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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  18. 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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  19. 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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  20. Sometimes servers need to tip out bartenders based on bar sales. On the Server's report it should give an option to have the server's sales by revenue class show up so they can tip the bar appropriately.

    4 votes

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